Position details
SENIOR IFA ADMIN
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Leicester
£28000 - £35000 22/04/2026
NJR16412
£28000 - £35000 22/04/2026
NJR16412
DESCRIPTION
IFA Administrator to Senior Financial Planner
Location: Leicester
Salary: up to £35,000 experience dependant
The Role
An excellent opportunity has arisen for a highly professional, discreet, and exceptionally organised Executive PA to provide dedicated support to a Senior Financial Planner within a growing financial Planning organisation.
This is a pivotal, high-trust role combining senior-level executive support with hands-on IFA technical and administrative responsibilities. You will work closely with senior leadership, ensuring day-to-day operations run seamlessly while supporting client management, compliance, and strategic priorities.
This position is ideal for an experienced Financial Services administrator who is ready to step into a senior, influential role supporting a key decision-maker within the business.
Key Responsibilities
Executive PA Support
\" Provide comprehensive diary, inbox, and task management, ensuring the Adviser\'s time is used effectively
\" Act as a trusted gatekeeper and first point of contact for clients, stakeholders, and internal teams
\" Manage confidential and sensitive information with absolute discretion
\" Prepare meeting packs, briefing notes, agendas, and follow-up actions
\" Handle internal and external communications in a polished, professional manner
\" Coordinate meetings, events, travel, and leadership engagements
\" Support the Adviser with strategic initiatives, business projects, and time-critical priorities
IFA Technical & Administrative Support
\" Process Letters of Authority (LOAs) and liaise with product providers
\" Prepare valuations, portfolio comparisons, and cashflow modelling inputs
\" Manage attitude-to-risk questionnaires and support suitability documentation
\" Prepare client meeting packs for new and existing clients
\" Process new business applications in line with FCA and internal compliance requirements
\" Track applications through to completion, resolving provider queries and updating clients and Adviser
\" Carry out fund switches and \"no action\" suitability letters where required
\" Manage Adviser diary bookings for client meetings
\" Handle death claims with sensitivity, empathy, and professionalism
\" Maintain compliance with FCA regulations, the Financial Services and Markets Act 2000, and all AML, TCF, and financial crime procedures
\" Stay up to date with legislative, product, and industry developments
Experience & Skills Required
Essential Experience
\" Minimum 5 years\' administration experience, including at least 2 years within Financial Services (IFA experience essential)
\" Proven experience supporting senior leadership in a high-responsibility role requiring discretion and sound judgement
\" Strong working knowledge of IFA administration processes, compliance requirements, and provider interactions
Skills & Attributes
\" Exceptional professionalism, confidentiality, and attention to detail
\" Highly organised and proactive, with the ability to manage competing priorities
\" Excellent written and verbal communication skills
\" Strong IT skills including Microsoft Word, Excel, and Outlook
\" Experience using Curo back-office systems would be a distinct advantage
\" Able to work independently with minimal supervision while maintaining high standards
\" Calm, adaptable, and confident in fast-paced environments
\" Positive, solutions-focused team player with a continuous improvement mindset
This is a rare opportunity to step into a senior Executive PA role within financial services, offering influence, responsibility, and the chance to work closely with senior leadership in a respected IFA environment.
Apply today via NJR Recruitment or call quoting the reference NJR 16412
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: Leicester
Salary: up to £35,000 experience dependant
The Role
An excellent opportunity has arisen for a highly professional, discreet, and exceptionally organised Executive PA to provide dedicated support to a Senior Financial Planner within a growing financial Planning organisation.
This is a pivotal, high-trust role combining senior-level executive support with hands-on IFA technical and administrative responsibilities. You will work closely with senior leadership, ensuring day-to-day operations run seamlessly while supporting client management, compliance, and strategic priorities.
This position is ideal for an experienced Financial Services administrator who is ready to step into a senior, influential role supporting a key decision-maker within the business.
Key Responsibilities
Executive PA Support
\" Provide comprehensive diary, inbox, and task management, ensuring the Adviser\'s time is used effectively
\" Act as a trusted gatekeeper and first point of contact for clients, stakeholders, and internal teams
\" Manage confidential and sensitive information with absolute discretion
\" Prepare meeting packs, briefing notes, agendas, and follow-up actions
\" Handle internal and external communications in a polished, professional manner
\" Coordinate meetings, events, travel, and leadership engagements
\" Support the Adviser with strategic initiatives, business projects, and time-critical priorities
IFA Technical & Administrative Support
\" Process Letters of Authority (LOAs) and liaise with product providers
\" Prepare valuations, portfolio comparisons, and cashflow modelling inputs
\" Manage attitude-to-risk questionnaires and support suitability documentation
\" Prepare client meeting packs for new and existing clients
\" Process new business applications in line with FCA and internal compliance requirements
\" Track applications through to completion, resolving provider queries and updating clients and Adviser
\" Carry out fund switches and \"no action\" suitability letters where required
\" Manage Adviser diary bookings for client meetings
\" Handle death claims with sensitivity, empathy, and professionalism
\" Maintain compliance with FCA regulations, the Financial Services and Markets Act 2000, and all AML, TCF, and financial crime procedures
\" Stay up to date with legislative, product, and industry developments
Experience & Skills Required
Essential Experience
\" Minimum 5 years\' administration experience, including at least 2 years within Financial Services (IFA experience essential)
\" Proven experience supporting senior leadership in a high-responsibility role requiring discretion and sound judgement
\" Strong working knowledge of IFA administration processes, compliance requirements, and provider interactions
Skills & Attributes
\" Exceptional professionalism, confidentiality, and attention to detail
\" Highly organised and proactive, with the ability to manage competing priorities
\" Excellent written and verbal communication skills
\" Strong IT skills including Microsoft Word, Excel, and Outlook
\" Experience using Curo back-office systems would be a distinct advantage
\" Able to work independently with minimal supervision while maintaining high standards
\" Calm, adaptable, and confident in fast-paced environments
\" Positive, solutions-focused team player with a continuous improvement mindset
This is a rare opportunity to step into a senior Executive PA role within financial services, offering influence, responsibility, and the chance to work closely with senior leadership in a respected IFA environment.
Apply today via NJR Recruitment or call quoting the reference NJR 16412
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
