Job Title: Senior Financial Administrator
Location: Market Harborough
Job Type: Full Time
Salary: £27,000 £32,000 per annum (dependent on experience)
Overview
Are you an experienced IFA Administrator looking for a senior, hands-on role where you can take ownership, work with clients, and support a small team?
An established Independent Financial Advisory firm is seeking a Senior Financial Administrator to lead core administration, manage investment platforms, and support structured client reviews in a professional, structured environment.
What Youll Be Doing
Youll play a key part in keeping the advisory function running smoothly, efficiently, and compliantly.
Your responsibilities will include:
Lead and coordinate the day-to-day financial administration function
Manage new business processing (approx. 23 cases per month)
Oversee and maintain investment platforms and CRM systems
Support structured client review processes (approx. 610 reviews per month)
Prepare client review documentation, reports, and forecasting spreadsheets
Build and maintain client cashflow and planning spreadsheets
Liaise directly with clients and providers where appropriate
Ensure accurate record keeping and adherence to FCA requirements
Maintain compliance across pensions and investment regulatory frameworks
Provide support to the existing admin team
Clearly operate within defined administrative (non-advisory) boundaries
What Were Looking For
Youll already have solid experience within an IFA or wealth management environment and feel confident taking ownership of your workload.
Were ideally looking for someone with:
5+ years experience within an IFA / wealth management setting
Strong investment and platform administration experience
Experience using CRM systems and investment platforms
A good understanding of FCA regulatory obligations
Experience supporting fund research and structured client review processes
Advanced Excel skills and confidence-building forecasting models
Strong working knowledge of pensions and investment products
Ability to work independently within a clearly defined framework
Whats On Offer
Working Hours: 8:00 am 5:15 pm, Monday to Thursday. This is a full-time, office-based role with no hybrid working
Pension scheme Nest after qualifying period
12-month probation period
Genuine opportunity to progress toward advisory or management responsibilities
Holidays: 4 weeks plus bank holidays, with office closure over the Christmas period
AXA Health care after the qualifying period
Why Apply?
Take ownership in a senior-level technical role and grow your IFA career in a professional, client-focused firm. Apply now!
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