Director & Chartered MCSI Financial Planner: Company Owners & HNW Individuals
Company Description
RMI Independent Financial Advisers is committed to helping clients achieve their financial and lifestyle goals through professional and personalised services. Established over 16 years ago, our Advisers offer tailored solutions for retirement planning, wealth management, business owners, and professionals. As independent advisers, we provide guidance from the whole market, ensuring our clients’ best interests come first. Based in Market Harborough, we serve clients locally, across the Midlands, London and the rest of the UK. Our focus is on delivering expert advice to grow, manage, and protect assets with peace of mind.
Role Description
This is a full-time, on-site role for a Senior IFA Administrator based in Market Harborough. Responsibilities include managing client administration tasks, preparing client review packs and reports, processing client applications, and maintaining compliance documentation. The role involves proactively supporting Independent Financial Advisers (IFAs), liaising with product providers, and ensuring accurate recordkeeping. Additionally, the role will include fostering professional relationships with clients and colleagues to deliver excellent service.
Hybrid: 1 day per week may be considered after min period.
Qualifications
* Proficient in financial administration tasks, including client file management and compliance.
* Familiarity with financial products, investments, pensions, and protection plans.
* Strong organisational, analytical, and time management skills.
* Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
* Strong written and communication skills.
* Attention to detail and ability to manage complex financial documentation.
* Previous experience in a financial services or IFA environment is essential.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Information Technology
Leicester, England, United Kingdom
Narborough, England, United Kingdom
Northamptonshire, England, United Kingdom £29,000.00‑£35,000.00
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