Are you an experienced IFA Administrator who thrives in a high‑trust role and is ready to step into an Executive PA job supporting Financial Advisers? This is an excellent opportunity to take on a varied, influential position at the centre of a highly professional advice business.
In this role, you will provide first‑class executive support to a Senior Adviser while managing a wide range of technical IFA administration tasks. You will be the go‑to person for diary management, client coordination, new business processing and preparation of high‑quality client materials. This is a highly valued position where your organisation, accuracy and discretion will make a real difference to the Adviser's ability to deliver exceptional client service.
Day to day, you will support client meetings, prepare valuations and suitability‑related information, process new business, manage provider liaison, track cases through to completion and assist with key projects. You will also act as a trusted gatekeeper, handling sensitive information and ensuring the Adviser's workload, priorities and communications run smoothly.
This role would suit someone with strong IFA administration experience who is confident working independently, enjoys responsibility and is looking for a long‑term, impactful position.
IFA Administrator Requirements
* Minimum 2 years Financial Services experience with IFA admin background
* Experience preparing valuations, cashflow inputs and fund switch reports
* Strong understanding of IFA processes and FCA compliance
* New business processing experience (investments, pensions, protection)
* Strong MS Office skills
* Ideally experience using Curo
* Experience handling death claims
Benefits
* Salary up to £35k
* Full time office based role
* Supportive team culture with long‑term career potential
* Opportunity to work directly with a Senior Adviser in a trusted position
Location
Office based in Blaby, Leicester. Ideally you will live within a reasonable commuting distance.
If this sounds like the next step you are looking for, we would love to receive your application.
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