About

IFA AdministratorLocation: Ipswich / East Anglia (Hybrid: 2 days WFH after probation)Salary: £27,000 – £33,000 (depending on experience)About the companyWe’re working with a forward-thinking, people-first wealth planning group founded in 2019, with the ambition to deliver next-generation financial planning.They are driven by strong values including authenticity, warmheartedness and integrity, and demonstrate these values and genuine care to both their clients and their team.This regional hub supports over 2,000 clients through a team of 14 Independent Financial Planners, providing truly holistic advice and long-term relationships.They are also passionate about giving back, raising significant funds for:Local community projectsFinancial education initiativesLocal nature and environmental causesThis is a firm with heart, purpose and a supportive culture where every team member is valued.The roleAs an IFA Administrator, you will be part of the Support Hub, working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner.You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients.This is not just data entry—it’s a collaborative, involved position with variety and responsibility.Key responsibilitiesPrepare client meeting packs and documentationProcess new business applications and follow up with providersMaintain and update client records in back-office systemsManage annual review administrationDraft and send client correspondence and updatesLiaise with produc