Position details
IFA ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Leicester
£27000 - £32000 03/06/2026
NJR16755
£27000 - £32000 03/06/2026
NJR16755
DESCRIPTION
IFA Administrator
Leicester based
Salary up to £32,000
Company Benefits
Workplace pension with provider and funds under SHW main proposition via salary exchange (5% employer and 3% employee equivalent)
23 days holiday allowance, plus public holidays
Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year
Private medical scheme following successful completion of 6 months probation
Funding and support for professional development
Discounts on our services
A new and exciting company has become available in the Leicester area with a vibrant and buoyant firm of Financial Planners who are based in the Leicester area. After having recently celebrated their 30 year anniversary they are growing from strength to strength.
This role will suit someone who has been working within financial Planning industry, and has experience of administering Pensions & Investments. Our client offer a fantastic training and development programme, and will therefore fully support those wishing to develop with CII qualification.
Daily you will be responsible for;
\" Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctly
\" Providing administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetings
\" Providing an effective link between the client and the adviser, ensuring that both are kept up to date with all matters relating to their financial affairs
\" Ensuring that all client information is stored on the relevant system, that it is updated accurately and in a timely manner, checking that all compliance requirements are met
\" Providing post meeting administration support to advisers, ensuring that all work is completed within agreed timescales
\" Ensuring that any complaints (formal or informal), breaches or losses are reported to the Commercial Director at the earliest possible opportunity to facilitate speedy resolution
\" To undertake general administrative duties (e.g. scanning, filing, preparing letters, etc.) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory requirements
\" To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively
\" To support with process improvements and developments and business projects, to drive the company forwards
The successful candidate must have previous experience as an Administrator working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment.
For further information please contact one of our specialist consultants quoting REF:NJR16755
Leicester based
Salary up to £32,000
Company Benefits
Workplace pension with provider and funds under SHW main proposition via salary exchange (5% employer and 3% employee equivalent)
23 days holiday allowance, plus public holidays
Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year
Private medical scheme following successful completion of 6 months probation
Funding and support for professional development
Discounts on our services
A new and exciting company has become available in the Leicester area with a vibrant and buoyant firm of Financial Planners who are based in the Leicester area. After having recently celebrated their 30 year anniversary they are growing from strength to strength.
This role will suit someone who has been working within financial Planning industry, and has experience of administering Pensions & Investments. Our client offer a fantastic training and development programme, and will therefore fully support those wishing to develop with CII qualification.
Daily you will be responsible for;
\" Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctly
\" Providing administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetings
\" Providing an effective link between the client and the adviser, ensuring that both are kept up to date with all matters relating to their financial affairs
\" Ensuring that all client information is stored on the relevant system, that it is updated accurately and in a timely manner, checking that all compliance requirements are met
\" Providing post meeting administration support to advisers, ensuring that all work is completed within agreed timescales
\" Ensuring that any complaints (formal or informal), breaches or losses are reported to the Commercial Director at the earliest possible opportunity to facilitate speedy resolution
\" To undertake general administrative duties (e.g. scanning, filing, preparing letters, etc.) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory requirements
\" To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively
\" To support with process improvements and developments and business projects, to drive the company forwards
The successful candidate must have previous experience as an Administrator working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment.
For further information please contact one of our specialist consultants quoting REF:NJR16755
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