Senior IFA Administrator

8 hours ago


Ipswich, United Kingdom Time Appointments Full time

We are proud to be working on behalf of one of Ipswich’s leading Independent Financial Advisor’s, who are currently seeking to recruit an experienced Senior Financial Services Administrator.

The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding.

Skills & Experience Required:

* Proven experience as a Financial Services Administrator, with exposure to supporting Financial Advisor’s in a technical administration capacity

* Considerable knowledge of investments, pensions, and protection/life cover

* Immaculate communication skills, written and verbal

* Excellent literacy and numeracy skills and the ability to draft letters and communicate complex matters with clients

* Excellent organisational and planning skills with the ability to prioritise workloads

Duties & Responsibilities:

* Drafting suitability reports

* Researching portfolios and funds, keeping abreast of market movements, trends etc.

* Ensuring correct completion of all necessary documents

* Keeping up to date with legislation, taxation & trusts, regulation, technical, product and provider changes.

* Dealing with pension queries

* Providing effective and efficient support to Financial Advisors and senior staff

* Processing applications and servicing matters, communicating with providers, clients, and professional parties such as accountants and solicitors



  • Ipswich, United Kingdom Switch Recruitment Services Ltd Full time

    Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to...


  • Ipswich, United Kingdom Aspire Executive Search Full time

    IFA Support Administrator, Ipswich Salary up to £30,000 (Dependent upon level of experience) Excellent benefits including a bonus. This is an excellent and interesting opportunity to work for a Ipswich based IFA firm who have a client centred approach and are experienced in helping clients with complex needs. The purpose of the role is to provide client...

  • Ifa Administrator

    2 weeks ago


    Ipswich, United Kingdom Kingswood Group Full time

    Kingswood Group are pleased to be assisting a growing financial services firm with the recruitment of an IFA Administrator to be based in their Ipswich office. With ideally a previous background working within a similar industry, the role will support a team of Independent Financial Advisor and Paraplanners. **Duties will include;** - Responding to all...


  • Ipswich, United Kingdom TIME Appointments Ltd Full time

    We are proud to be working on behalf of one of Ipswich’s leading Independent Financial Advisor’s, who are currently seeking to recruit an experienced Senior Financial Services Administrator. The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and...


  • Ipswich, United Kingdom TIME Appointments Ltd Full time

    Time Appointments are proud to be working on behalf of one of Ipswich’s leading independent financial advisors. They are currently looking to bring in an experienced individual from an IFA to progress their career and develop their skills. Our client is after an individual who they can provide further training for and put through additional qualifications...


  • Ipswich, United Kingdom MI Search Ltd Full time

    This national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their busy team in their Ipswich office. In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and...

  • Senior Administrator

    2 weeks ago


    Ipswich, United Kingdom Norfolk & Suffolk Foundation Trust Full time

    Norfolk and Suffolk NHS Foundation Trust provides child and adult mental health services, learning disability, wellbeing, older people's and eating disorder services across Norfolk and Suffolk. At any one time, around 23,000 people in Norfolk and Suffolk are receiving care and attention from the Trust. We believe in whole life care - seeing people in the...


  • Ipswich, Suffolk, United Kingdom IRCFS - International Recruiters - Connecting Financial Specialists Limited Full time

    Our client is a well-respected national firm of independent financial advisers, currently recruiting an IFA Administrator for their Ipswich offices.The successful candidate will act as the point of contact for client queries regarding pensions and investments, liaise with product providers, and cover all aspects of general office administration.Specific...


  • Ipswich, United Kingdom Suffolk Jobs Direct Full time

    DescriptionSuffolk County CouncilAddress: Landmark House Ipswich IP1 5PB- HybridSalary: 28598 per annum (pro rata if part time)Hours: 37 hours per weekContract: PermanentWe are focused on making a meaningful difference to communities across Suffolk. How By listening to our people learning from what they say and creating a culture of mutual respect where...


  • Ipswich, United Kingdom Norfolk & Suffolk Foundation Trust Full time

    Norfolk and Suffolk NHS Foundation Trust provides child and adult mental health services, learning disability, wellbeing, older people's and eating disorder services across Norfolk and Suffolk. At any one time, around 23,000 people in Norfolk and Suffolk are receiving care and attention from the Trust. We believe in whole life care - seeing people in the...