IFA Administrator - Financial Services

LeicesterSalary: Up to £28,000

We are recruiting for an enthusiastic and detail-focused Administrator to join a growing financial planning firm. This role offers an excellent opportunity to build a long-term career in wealth management, with full support toward industry qualifications and professional development.

Working alongside a Financial Adviser and wider support team, you will play a key part in preparing client recommendations, maintaining accurate records, and delivering a high level of client service. While the role includes client contact, you will not be required to give regulated financial advice.

Salary & Benefits

• Competitive salary based on skills and experience.
• 25 days annual leave plus your birthday off.
• Auto-enrolment pension.
• Death in Service benefit.
• Full training and support towards industry-recognised qualifications.
• Cycle to Work scheme.

Key Responsibilities

• Support Financial Advisers with administrative, technical, and client-servicing duties.
• Prepare and maintain accurate client records in line with company standards.
• Research a wide range of financial products across pensions, investments, and protection.
• Liaise with product providers to gather and validate policy information.
• Maintain an organised pipeline of new and ongoing business, ensuring timely updates to clients and advisers.
• Send and track Letters of Authority.
• Collate and review client policy, investment, and pension information.
• Use research tools such as Selectapension and FE Analytics.
• Submit new business through internal and external systems.
• Prepare pre-sale and post-sale documentation.
• Manage the annual review process, including contacting clients and coordinating review meetings.
• Process new business and ensure all quality checks are completed.
• Monitor trail fees, reconcile payments, and manage invoicing where applicable.
• Provide general administration and client service support as needed.
• Keep up to date with industry and regulatory changes.

The Ideal Candidate

• Experience in a similar administration role within financial services is desirable.
• Ability to build strong working relationships with advisers, colleagues, and clients.
• Strong attention to detail and excellent organisational skills.
• Confident communicator with a professional telephone manner.
• Good IT skills, including Office 365 and financial research tools.
• Able to manage deadlines and prioritise effectively.
• Comfortable working independently and as part of a team.
• Working towards a Diploma in Financial Planning is preferred but not essential.

If you are interested in this role then apply online or for further information speak to one of our specialist recruiters, quoting reference NJR16271