At a Glance
- Tasks: Support Financial Advisers with admin tasks and client documentation.
- Company: A growing financial planning firm with a supportive team.
- Benefits: Competitive salary, 22 days leave, pension scheme, and career development.
- Other info: Join a dynamic team and build a long-term career in financial services.
- Why this job: Kickstart your career in finance with real growth opportunities.
- Qualifications: No experience needed; just a passion for finance and teamwork.
The predicted salary is between 24000 - 27000 £ per year.
Location: Ipswich
Salary: £24,000 - £27,000 per annum (depending on experience)
Benefits:
- 22 days annual leave plus Bank Holidays
- Pension scheme with 5% employee and 5% employer contributions
- Fully supported professional qualifications and career development
- Full-time permanent position
- Opportunity to develop a long-term career within financial services
About the Company: Our client is a well-established and growing financial planning firm seeking an IFA Administrator to join their team. This is an excellent opportunity for someone looking to begin or further develop a career within the financial services sector. Applications are welcomed from both experienced administrators and individuals looking to enter the industry.
Key Responsibilities:
- Providing administrative support to Financial Advisers and the wider team
- Preparing and processing client documentation and applications
- Maintaining accurate client records and management systems
- Liaising with clients, product providers, and third parties
- Assisting with the preparation of reports, correspondence, and client communications
We think you need these skills to ace IFA Administrator in Suffolk
Administrative Support
Client Documentation Management
Record Keeping
Communication Skills
Liaising with Clients
Report Preparation
Attention to Detail
