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Permanent

IFA Administrator

Norwich
money-bag 30000.00-30000.00 Annual
3085433807
Posted 3 days ago

An established and respected wealth management and financial planning firm in Norwich is seeking an experienced IFA Administrator to join its operations team. This role will provide key administrative support to Financial Advisers and the Operations Manager, helping ensure the smooth delivery of high-quality financial planning services. Role Overview You will support advisers across the full client journey, including new business processing, investment and pension administration, and client servicing. The role requires strong attention to detail, excellent organisation, and the ability to manage multiple tasks within a busy financial planning environment. Key Responsibilities Provide administrative support to Financial Advisers and the Operations ManagerPrepare documentation and information for client meetings and annual reviewsAssist with basic report writing and client correspondenceSubmit new business and top-up applications to provider platformsProcess investment and pension transactions, including fund switches, purchases, sales, and income withdrawalsSubmit Letters of Authority (LOA) and liaise with providersMaintain accurate records on the Intelligent Office (Intelliflo) back-office systemCommunicate with clients and provider platforms regarding transactions and queriesSupport the wider team with general administration and ad hoc projects Requirements At least 1 year''s experience within an IFA or financial planning environmentExperience with new business processing ..... full job details .....

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