This Technical IFA Administrator job in South Leicester provides opportunity to join a local Financial Services firm. In this Technical IFA Administrator role, you will be providing full end-to-end support to a Financial Adviser, ensuring the client receives first-class service. This is a well-rounded role with responsibilities including: * Liaising with the Financial Advisers to discuss what tasks need undertaking for each client * Obtaining and processing Letters of Authority * Obtaining recent product valuations * Preparing client meeting packs with the correct, up to date information and drafting cashflow modelling * Action fund switches * Assist with ensuring attitude to risk questionnaires are completed * Organising client appointments and ensuring the Adviser is prepared accordingly * Processing new business cases * Liaise with providers to chase / resolve and issues and update the relevant individuals accordingly * Undertaking general administrative duties such as photocopying, letter writing, phoning clients / providers Our client would provide full on-the-job training to enable you to succeed in your role. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the bu...