IFA Administrator

IFA Administrator - Financial Planning
?? Leicester | Hybrid (1 day from home)
?? Full-time, Permanent
?? Competitive Salary + Benefits

-Reference Number: 9670

We’re working with a friendly and well-established financial planning firm in Leicester who are looking for an experienced IFA Administrator to join their growing Client Support team.

This is a great opportunity for someone who enjoys the structure and variety of a support role within a professional yet down-to-earth environment. You’ll play a key part in making sure things run smoothly for clients and advisers alike, supporting the advice journey from start to finish.

What you’ll be doing:

• Processing new business, trades and valuations
• Preparing documents and reports for client reviews and meetings
• Keeping client information accurate and up to date
• Acting as a point of contact between clients, advisers, and providers
• Supporting the team with general admin and improving processes
• Helping ensure everything stays compliant and in line with regulations

What they’re looking for:

• Someone with strong organisational skills and attention to detail
• A confident communicator who enjoys working with people
• Previous experience in a financial planning or IFA environment is ideal
• Experience using Intelliflo or ConcertHub is a bonus
• Industry qualifications like the Certificate in Financial Administration would be helpful, but not essential

What’s on offer:

• Competitive salary
• 23 days holiday + bank holidays (with the option to buy/sell 5 days)
• 5% employer pension contribution (via salary exchange)
• Private medical cover after 6 months
• Study support and professional development
• Flexible working hours + 1 day working from home
• Staff discounts and referral scheme

Sound like something you’d be interested in?
We’d love to tell you more. Apply now or drop me a message for a confidential chat, even if your CV’s not quite ready yet.