IFA Administrator

  • Job Reference: SWR2943
  • Date Posted: 24 August 2021
  • Recruiter: Spider
  • Location: Ipswich
  • Salary: £18,000 to £25,000
  • Sector: Administration, Financial Services
  • Job Type: Permanent

Job Description

IFA Administrator / Technical Support Administrator - Spider is advertising on behalf of a well-established firm of Independent Financial Advisers and Financial Planners based in central Ipswich. 2020 was their 25th year in business. They offer advice to individuals, small business, 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. 

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 support 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, partners, advisers, and support staff alike. They expect our 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 support role for our 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 their 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 letters
  • Following up with providers and clients as necessary
  • Maintaining and updating client records on Advisor Office, our back-office system

This IFA Administrator / Technical Support Administrator role is a full-time position and based in the office only. The office hours are 09.00 to 17.00, five days a week. Salary will be related to experience and competence and will likely be in the range of £18,000 to £25,000 per annum. This salary range is not set in stone, and they will pay more if your knowledge, experience, and personal qualities justifies it. 

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 have the relevant skills and experience and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you. 

Please check your email inbox and spam / junk mail folder for any email correspondence for this role. 

This vacancy is being advertised and handled by Spider, an Online Job Advertiser, and Specialist Recruiter. We provide an online recruitment advertising and employee selection service in Suffolk, Norfolk, Essex, Cambridgeshire and beyond.

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

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