Bury St. Edmunds
Office-Based IFA Administrator – Bury St Edmunds
Salary: Competitive (dependent on experience)
Working Pattern: Fully office based
A well-established financial planning firm in Bury St Edmunds is seeking an enthusiastic IFA Administrator to join their growing team. This is an excellent opportunity for someone who wants to build a long-term career within financial services and progress into more advanced support or technical roles over time.
About the Role:
You’ll be responsible for providing high-quality administrative support to the advisers and paraplanners, ensuring smooth delivery of client service across the business. The firm is looking for someone proactive, organised and confident working in a fast-paced environment.
Key Responsibilities:
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Supporting advisers with end-to-end administrative tasks
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Preparing and processing client documentation and applications
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Liaising with providers to obtain information and update policies
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Maintaining accurate client records and back-office data
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Assisting with meeting preparation and follow-up tasks
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Ensuring all compliance requirements and internal processes are followed
What They’re Looking For:
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Previous experience in financial services admin (ideally IFA/wealth management, but open to strong wider FS backgrounds)
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Excellent organisational skills and attention to detail
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Confident communicator, able to work well with clients, advisers and providers
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Someone keen to learn, develop and take advantage of the progression available
What’s on Offer:
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A supportive team environment
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Clear progression opportunities as the business continues to grow
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Full office-based role with strong day-to-day collaboration
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Competitive salary and benefits package
This role is perfect for someone who enjoys admin but is ambitious about their future and wants a firm that will invest in their development. If you’re based near Bury St Edmunds and looking for your next step, this could be a fantastic fit.