Location
Leicester
Salary £35000 - £35000 TypePermanent WorkplaceHybrid Ref89781
Recruiter Managing This Role
About the Role:
We are seeking an organised and motivated IFA Administrator to join our financial planning team. You will provide essential administrative support to advisers, ensuring clients receive a smooth, efficient, and compliant service. This is a great opportunity to work in a fast-paced, professional environment and develop your career in financial services.
Key Responsibilities:
1. Prepare and maintain client records, reports, and correspondence
2. Process client instructions across pensions, investments, ISAs, and protection products
3. Support advisers with fact finds, suitability reports, and client meetings
4. Ensure all documentation complies with regulatory and internal standards
5. Liaise with clients, providers, and internal stakeholders to support smooth operations
6. Assist with general office administration and team workflow management
Requirements:
7. Previous experience in financial services administration, ideally within an IFA or advisory environment
8. Knowledge of pensions, investments, and protection is an advantage
9. Excellent attention to detail and organisational skills
10. Strong communication skills, both written and verbal
11. Ability to prioritise tasks and work under deadlines
12. IT proficient, including Microsoft Office and CRM systems