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 business. Technical IFA Administrator R...