IFA Administrator

IFA AdministratorLocation: Ipswich Salary: £28,000 per annum Job Type: Full-Time, Permanent Working Arrangement: Office-Based About the RoleAn excellent opportunity has arisen for an organised and detail-oriented IFA Administrator to join a well-established and growing financial planning practice based in Ipswich. This role is ideal for an experienced administrator looking to build a long-term career within financial services. You will play a key role in supporting Financial Advisers, ensuring clients receive a professional and efficient service while maintaining high standards of administration and regulatory compliance. Key Responsibilities • Provide comprehensive administrative support to Financial Advisers. • Prepare and process client documentation accurately and efficiently. • Maintain and update client records and databases. • Schedule client meetings and manage adviser diaries. • Liaise with clients, providers, and third parties regarding queries and documentation. • Assist with new business processing and ongoing client servicing. • Ensure all administration is completed in line with regulatory and compliance requirements. • Support the smooth day-to-day operation of the advisory process. About YouThe successful candidate will have: • Previous administrative experience, ideally within financial services, wealth management, pensions, investments, or a professional services environment. • Excellent organisational skills with the ability to prioritise a busy workload. • Strong attention to detail and a high level of accuracy. • Excellent communication and interpersonal skills. • Confidence using Microsoft Office and other office-based systems. • A proactive and professional approach to work. • The ability to work both independently and as part of a team. Experience within an Independent Financial Advice (IFA) environment would be advantageous but is not essential, as training can be provided for the right candidate. What's on Offer • Salary of £28,000 per annum. • Opportunity to join a friendly and supportive team. • Career development within a respected financial planning environment. • Stable, long-term position with a growing business. • Professional and collaborative working culture. If you are an organised administrator with a keen eye for detail and an interest in financial services, we'd love to hear from you.