We are a well-established firm of Independent Financial Advisers and Financial Planners based in central Ipswich. 2020 was our 25th year in business. We offer advice to individuals, small business and trustees on a broad range of financial services including, but not limited to financial planning, pensions, life insurance and investments.
Company culture is incredibly important to us, so we are looking for someone with a positive attitude who would like to build or continue to develop a career in financial services. A cheerful individual with a good sense of humour and a fine sense of the absurd would fit in well here.
We are very keen to ensure everyone who joins us maximises their opportunity to attain formal qualifications. If you wish to develop you will be fully supported. This support includes time off to study and financial support for courses and exams leading to nationally and internationally recognised and useful qualifications.
We foster a collaborative and collegiate culture. This applies to everyone in the firm; partners, advisers and support staff alike. We expect our staff to ‘pitch in’ when required and share knowledge where necessary. The end result being exceptional client service.
An IFA administrator/ technical support administrator is support role for our advisers. It is less demanding than a paraplanner, but more technical than an office administrator.
It will be someone who understands the basics of retail financial services, products, systems and documentation requirements and to whom the advisory staff can confidently delegate work. The quality of our advice services rests on efficient administration it is therefore vital that you have an efficient and accurate approach to your work.
We are a busy office, so you will need to be productive and be able to prioritise your work in conjunction with the advisers.
Experience in a similar role or at least experience in the financial services sector is probably essential.
This list gives you an indication of the duties
- Communicating with providers and clients as required
- Drafting and checking correspondence for and on behalf of advisers
- Assisting advisers by preparing such documentation such as letters of authority, illustrations, application forms, and letters
- Following up with providers and clients as necessary
- Maintaining and updating client records on Advisor Office, our back-office system
Salary and Hours
This is a full-time position, and based in the office only. Our office hours are 09.00 to 17.00 five days a week.
Salary will be related to experience and competence and will likely be in the range of £18,000 to £25,000 per annum. This salary range is not set in stone and we will pay more if your knowledge, experience and personal qualities justifies it.
WFW is an equal opportunity employer. People and therefore our clients are diverse, and by extension we support diversity in our staff. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, faith, disability or any other characteristic protected or otherwise. All we care about is that you can do the job.