IFA Administrator

  • Job Reference: SWR4044
  • Date Posted: 28 March 2024
  • Recruiter: Spider
  • Location: Ipswich, Suffolk
  • Salary: £25,000
  • Sector: Accounting, Administration, Financial Services
  • Job Type: Contract

Job Description

IFA Administrator / Technical Support Administrator – Spider is supporting a well-established firm of Independent Financial Advisers and Financial Planners based in central Ipswich.

They offer advice to individuals, small businesses, and trustees on a broad range of financial services including, but not limited to financial planning, pensions, life insurance and investments.

They are now looking for an IFA Administrator / Technical Support Administrator to join their team on a 12-month fixed term basis.

Company culture is incredibly important to them, so they are looking for someone with a positive attitude who would like to build or continue to develop a career in financial services. A cheerful individual with a good sense of humour and a fine sense of the absurd would fit in well here.

They are very keen to ensure everyone who joins them maximises their opportunity to attain formal qualifications. If you wish to develop you will be fully supported. This IFA Administrator role includes time off to study and financial support for courses and exams leading to nationally and internationally recognised and useful qualifications.

They foster a collaborative and collegiate culture.  This applies to everyone in the firm, directors, advisers, and support staff alike. They expect the staff to ‘pitch in’ when required and share knowledge where necessary. The result being exceptional client service.

The Role:

An IFA Administrator / Technical Support Administrator is a supporting role for their advisers. It is less demanding than a paraplanner, but more technical than an office administrator.

It will be someone who understands the basics of retail financial services, products, systems and documentation requirements and to whom the advisory staff can confidently delegate work. The quality of our advice services rests on efficient administration it is therefore vital that you have an efficient and accurate approach to your work.

They are a busy office, so you will need to be productive and be able to prioritise your work in conjunction with the advisers.

Experience in a similar role or at least experience in the financial services sector is essential. 

Duties:

  • Communicating with providers and clients as required.
  • Drafting and checking correspondence for and on behalf of advisers.
  • Assisting advisers by preparing such documentation such as letters of authority, illustrations, application forms and annual review reports.
  • Following up with providers and clients as necessary.
  • Maintaining and updating client records on Xplan, our back-office system.

Salary and Hours:

They are prepared to consider an individual on a full or part time basis. You will be based in the offices here in Ipswich.  Our office hours are 09.00 to 17.00 four days a week with an early 16:00 hrs finish on Fridays.  This is a fixed term position for 12 months due to one of their senior staff taking maternity leave. However, if they grow as planned the successful applicant may be offered a permanent contract. 

Salary will be related to experience and competence and will likely be around £25,000 per annum.

They are an equal opportunity employer. People and therefore their clients are diverse, and by extension they support diversity in their staff. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, faith, disability or any other characteristic protected or otherwise. All they care about is that you can do the job.

If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments.

Additional keywords: finance, financial, advisor, admin, finance advisor, planning, CII, IFA, technical support, administrator

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