IFA Administrator, Ipswich

Hybrid working

Salary up to £35,000

This role is for those who have experience carrying out administration duties within a financial advice business, who are looking for the next step in their career. You'll earn a competitive salary, with great benefits, and be working for a firm with proven progression paths.

The Business

The firm is a directly authorised, whole of market financial planning business that operates over the East Anglia area. They are part of a wider group that supports over 200 advisors nationwide. They have a strong brand name and have established themselves as a leading advisory business in the past few years. They put the client at the heart of what they do and take a very holistic approach to financial planning

The Role

You will be working as part of the central hub supporting paraplanners and advisors in their mission to provide a great service to their clients. You will be speaking with clients to keep them updated throughout the advice process, managing the LOA end to end process, arranging meetings for advisors and carrying out a range of back office administration duties.

Please note the firm is currently in the process of moving office, so the role will begin in their Colchester office, moving thereafter to the Ipswich office when ready.

Benefits

• A salary range between £25,000 - £35,000
• Hybrid working - two days a week at home after probation
• 22 days holiday, rising to 25 with length of service (+Bank Holidays)
• Holiday purchase scheme, up to an additional five days
• Pension scheme: Employer contribution of 3% with salary sacrifice for Employee contributions rising to 5% after two years' service
• Life cover, 4x basic salary
• Healthcare cash plan
• Free mortgage advice
• Employee assistance programme
• Shopping discount platform

Applying

If this role sound of interest, then please click the apply button and we will be in touch as soon as possible.

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator