At a Glance
- Tasks: Support financial advisers with new business processes and client management.
- Company: Established Independent Financial Advisory firm in Colchester.
- Benefits: Competitive salary, 23 days holiday, and a collaborative work environment.
- Other info: Fast-paced role with opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: 2+ years experience in an IFA firm and strong communication skills.
The predicted salary is between 30000 - 34000 £ per year.
Service Care Solutions is recruiting on behalf of a well‑established Independent Financial Advisory firm in Colchester for an experienced IFA Administrator to join a close, collaborative and hardworking office. The business prides itself on delivering high‑quality wealth‑management services and maintaining strong client relationships. The role involves supporting advisers with the full end‑to‑end new business process across a wide range of financial products and services. It is a varied and fast‑paced position, ideal for someone who enjoys seeing tasks through from start to finish.
Key Responsibilities- Processing new business applications for both new and existing clients
- Managing pension and ISA transfers from initiation through to completion
- Handling trust applications and inheritance tax planning cases
- Processing tax wrapper switches and withdrawals
- Setting up investment and pension income
- Managing Letters of Authority and annuity applications
- Submitting applications and ensuring accurate completion across all systems
- Tracking cases and providing updates through to completion
- Liaising with providers and clients to resolve queries
- Using Elevate as the core CRM/database system
- Working across multiple client platforms including Aberdeen, Fidelity and Quilter
- Processing fund withdrawals and coordinating payments to clients
- Minimum of 2 years’ experience within an IFA firm
- Strong background in new business processing across a variety of financial products
- Experience handling cases from start to finish
- Excellent attention to detail and organisational skills
- Strong communication and relationship‑building abilities
- A team player who thrives in a collaborative, friendly but hardworking environment
- 23 days holiday plus
IFA Administrator in Colchester employer: Service Care Solutions Ltd
Service Care Solutions is an exceptional employer, offering a supportive and collaborative work environment in Colchester for IFA Administrators. With a strong focus on employee growth and development, the firm provides opportunities to enhance your skills while delivering high-quality wealth management services. Enjoy a competitive salary, generous holiday allowance, and the chance to be part of a dedicated team that values strong client relationships and teamwork.
Contact Details:
Service Care Solutions Ltd Recruitment Team
