Senior IFA Administrator - enable Recruitment : Job Details

We’re incredibly pleased to collaborate with a leading financial planning firm in Colchester, known for their client-centric approach and strong team culture. With a hugely supportive and collaborative work environment, where each team member is valued and encouraged to grow, another fantastic opportunity has arisen to join the team as a Financial Planning Administrator.The culture is built on mutual respect, continuous learning, and a shared commitment to excellence. So, if you are passionate about financial planning and are looking for a role in a dynamic, friendly, and professional setting, we would love to hear from you!What you'll be doing:

• Provide administrative support to the financial planners.
• Prepare and manage client documentation, ensuring accuracy and compliance.
• Maintain client records and update internal systems.
• Coordinate and schedule client meetings.
• Assist with the preparation of reports and presentations.
• Handle client inquiries and provide excellent customer service.

What you need to apply:

• Previous experience in a financial planning or similar administrative role.
• Strong understanding of the advice process.
• Strong organisational and multitasking skills.
• Excellent communication and interpersonal abilities.
• Proficiency in financial planning software (preferred).
• Attention to detail and a high level of accuracy.

What's in it for you?

• Competitive salary between £26,000 - £35,000 DOE and benefits package including life cover and healthcare.
• Opportunities for professional development and career advancement.
• A positive and inclusive workplace culture.
• Supportive team environment with regular team-building activities.
• Modern office facilities with easy access to Ipswich.
• Hybrid working.
• And much more!

What next?If you are passionate about financial planning and want to work in a dynamic and culture-focused firm, we would love to hear from you!Hit apply or contact Dan directly! [email protected]