IFA Administrator/Wealth Planning Administrator - 2 days from home

IFA Administrator/Wealth Planning Administrator

Location: Colchester (Hybrid: 2 days WFH after probation)

Salary: £28,000 – £36,000 (depending on experience)

About the company

We’re working with a forward-thinking, people-first wealth planning group, 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.

They are also passionate about giving back, raising significant funds for:

\n
• Local community projects
\n
• Financial education initiatives
\n
• Local nature and environmental causes
\n

What’s on offer

\n
• £28,000 – £36,000 salary (depending on experience)
\n
• 25 days holiday + option to buy 5 more
\n
• 2 days WFH after probation
\n
• Full support with exams
\n
• 1 paid community involvement day per year
\n
• Free on-site parking
\n
• Pod structure – work closely with up to 2 advisers and a paraplanner
\n
• Supportive, friendly culture with genuine values
\n
• Opportunities for development- including development into paraplanning through a trainee paraplanner programme
\n
• Be part of a business that truly gives back and makes a difference
\n

The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning.

The role

As 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.

It’s a collaborative, involved position with variety and responsibility.

Key responsibilities

\n
• Prepare client meeting packs and documentation
\n
• Process new business applications and follow up with providers
\n
• Maintain and update client records in back-office systems
\n
• Manage annual review administration
\n
• Draft and send client correspondence and updates
\n
• Liaise with product providers for policy information
\n
• Ensure compliance requirements are met
\n
• Support advisers and paraplanner to deliver a seamless client journey
\n

What they are looking for

\n
• Experience in IFA / wealth management administration
\n
• Strong organisational skills and attention to detail
\n
• Confident communicator (written & verbal)
\n
• Ability to manage your own workload
\n
• Team player who enjoys working closely with others
\n

If this role and company align with what you are looking for, please apply!