Confidential, an independent IFA firm in Colchester, seeks an experienced IFA Administrator to support advisers with end-to-end new business processing across pensions, ISAs, trusts and tax wrappers. The role is fast-paced, office-based and collaborative.
You will use Intelligent Office as the core CRM, work across Aberdeen, Fidelity and Quilter platforms, and handle cases from start to finish with excellent attention to detail and communication.
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IFA Administrator – New Business & Client Onboarding in Essex employer: Confidential
As a leading employer in the data centre operations sector, we offer an exceptional work environment that prioritises employee growth and development. Our collaborative culture fosters innovation and accountability, while our commitment to safety and operational excellence ensures that you will be part of a team that values your contributions. With opportunities for international travel and the chance to lead critical operations across the EMEA region, this role provides a unique platform for impactful leadership and career advancement.
