Ifa Administrator

1 week 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 client requests and manage professionally ensuring positive experience
- Arranging client meetings
- Collate and manage information, preparing documents for meetings
- Updating and liaising between clients and colleagues
- Retrieving new and historic information about individual clients
- Ensuring records are up to date of written or electronic communication with colleagues, clients and third parties
- Manage LOA end to end process
- Working to deadlines

**Skills required**:

- Prior experience of working within a similar role
- Understanding the advice process
- A strong work ethic and flexible attitude
- Excellent organisation skills
- Knowledge of industry specific software
- Microsoft Word, Excel and Outlook knowledge
- Ability to prioritise work and manage own workload efficiently
- Attention to detail

**Benefits offered**:

- 22 days holiday + BH
- Healthcare - cashplan
- Pension
- Discount vouchers
- Free parking
- Flexible working - up to 2 days a week after probation

With working from home 2 days a week after probation, this is an exciting opportunity for an individual to join a passionate and professional team who hold their vision and values at the centre of everything they do.

  • Ifa Support Administrator

    4 days ago

    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...

  • Senior IFA Administrator

    2 days ago

    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...

  • Senior IFA Administrator

    2 weeks ago

    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...

  • Senior IFA Administrator

    1 hour 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...

  • Financial Planning Administrator

    4 days ago

    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...

  • Wealth Managment Administrator

    3 days ago

    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...

  • Senior Financial Services Administrator

    2 days ago

    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...

  • Trusts Solicitor

    4 days ago

    Ipswich, United Kingdom Ashtons Legal LLP Full time

    Trusts Solicitor (Private Client) - HybridOur highly regarded specialist team works with clients on all aspects of the administration of trusts. Our team removes the stress of completing annual accounts, tax returns, HRMC compliance and dealing with the day-to-day requests from beneficiaries for funds.The RoleWe are looking for a Solicitor with at least five...

  • Paraplanner

    2 days ago

    Ipswich, United Kingdom IDEX Consulting Ltd Full time

    Due to recent expansion, we are working exclusively with a growing IFA business in Ipswich. Due to this expansion we are looking to support our client with x2 paraplanning hires. Your role will include but will not be limited to: - To undertake as much client related administration, review work, reporting and implementation, as proactively as possible in...