Position details
IFA ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Leicester
£26000 - £30000 29/01/2026
NJR16413
£26000 - £30000 29/01/2026
NJR16413
DESCRIPTION
Financial Services Administrator
Location: Market Harborough, Leicestershire
Salary: up to £30,000
The Role
A well-established IFA practice is seeking an experienced Senior Financial Services Administrator to join their growing team. This role will provide critical support to the Director / Financial Adviser, allowing them to focus on client meetings and business development.
You will play a key role in delivering high-quality, compliant administrative support across pensions, investments, tax, and insurance, ensuring an exceptional client experience. This position is ideal for a proactive, detail-oriented individual with experience in financial services administration.
Key Responsibilities
\" Assist with preparation of suitability reports, including illustrations, research, and analysis
\" Process business applications accurately and efficiently, ensuring compliance with firm standards
\" Administer pension scheme properties and maintain HMRC pension scheme records online
\" Ensure fund switches, rebalances, and trades are processed correctly and within required timescales
\" Maintain accurate client records across back-office systems, platforms, and IT systems
\" Prepare client review packs including valuations and supporting paperwork
\" Record and implement agreed actions in coordination with the Financial Adviser
\" Ensure all supporting documentation is complete and compliant with company procedures
\" Follow up all work promptly to meet company standards
\" Incorporate the principles of Treating Customers Fairly (TCF) into all client interactions
Personal Specification
\" Minimum 2 years\' experience as a Financial Services Administrator
\" Highly literate and numerate (A-level Maths & English advantageous)
\" Technically competent in Excel, Word, and Outlook (intermediate level)
\" Experience using online financial services platforms
\" Excellent analytical, organisational, time management, and prioritisation skills
\" Versatile, proactive, and able to handle complex, non-repetitive tasks independently
This is an excellent opportunity to join a professional and growing team, providing essential support in a dynamic financial services environment.
Apply today via NJR Recruitment or call quoting the reference NJR 16413
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer \'no\' to key screening questions, we may not be able to contact you.
Location: Market Harborough, Leicestershire
Salary: up to £30,000
The Role
A well-established IFA practice is seeking an experienced Senior Financial Services Administrator to join their growing team. This role will provide critical support to the Director / Financial Adviser, allowing them to focus on client meetings and business development.
You will play a key role in delivering high-quality, compliant administrative support across pensions, investments, tax, and insurance, ensuring an exceptional client experience. This position is ideal for a proactive, detail-oriented individual with experience in financial services administration.
Key Responsibilities
\" Assist with preparation of suitability reports, including illustrations, research, and analysis
\" Process business applications accurately and efficiently, ensuring compliance with firm standards
\" Administer pension scheme properties and maintain HMRC pension scheme records online
\" Ensure fund switches, rebalances, and trades are processed correctly and within required timescales
\" Maintain accurate client records across back-office systems, platforms, and IT systems
\" Prepare client review packs including valuations and supporting paperwork
\" Record and implement agreed actions in coordination with the Financial Adviser
\" Ensure all supporting documentation is complete and compliant with company procedures
\" Follow up all work promptly to meet company standards
\" Incorporate the principles of Treating Customers Fairly (TCF) into all client interactions
Personal Specification
\" Minimum 2 years\' experience as a Financial Services Administrator
\" Highly literate and numerate (A-level Maths & English advantageous)
\" Technically competent in Excel, Word, and Outlook (intermediate level)
\" Experience using online financial services platforms
\" Excellent analytical, organisational, time management, and prioritisation skills
\" Versatile, proactive, and able to handle complex, non-repetitive tasks independently
This is an excellent opportunity to join a professional and growing team, providing essential support in a dynamic financial services environment.
Apply today via NJR Recruitment or call quoting the reference NJR 16413
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer \'no\' to key screening questions, we may not be able to contact you.
Apply Now
