Job Title: IFA Administrator Location: Ipswich Salary: £27,000 - £32,000 DOE Hours: Monday to Friday, 9 AM - 5 PM (1 hour lunch) Benefits: 24 days of annual leave (+1 extra day for your birthday), 5% pension contribution, bonus scheme, death in service (DIS), free parking

About the client: My client is a well-established Financial Services firm, part of the St. James's Place model, celebrating 11 years. They are experiencing growth and are looking for two dedicated IFA Administrators to join their dynamic team of 12, which includes six advisors and five administrators.

Role Overview: As an IFA Administrator, you will play a crucial role in supporting the advisors and ensuring the smooth running of their operations. You will manage various administrative tasks, provide excellent client service, and contribute to the overall success of our practice. Key Responsibilities: Manage the Letter of Authority (LOA) process from start to finish, providing regular updates to advisors. Prepare meeting materials for client review meetings and send post-meeting advice packs to clients. Send meeting confirmations and follow up with advisors to ensure meeting notes are documented. Maintain our CRM system, complete actions from meetings, and manage client review documents. Coordinate client birthday lists, order gifts, and write birthday and Christmas cards. Handle general administration tasks includin...