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Date Added: Sat 15/11/2025

Financial Services Administrator

Ashby-de-la-Zouch, UK
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Company: ELLIS JAMES PARTNERS LIMITED

Job Type: Permanent, FullTime

Salary: £25,000 - £30,000 per annum

Job Title: Financial Services AdministratorLocation: Ashby-de-la-ZouchSalary: £25,000 - £30,000  A leading practice in Ashby-de-la-Zouch is seeking an experienced SJP/IFA Administrator to join their growing team. In this role, you will work closely with Advisors and the Administration Lead to ensure smooth business processing, high-quality client service, and preparation for client meetings. Key Responsibilities
  • First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience.
  • Case Management: Proactively manage client cases, supporting them throughout the application process.
  • Compliance & Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations.
  • Operational Support: Work with the Administration Managerto streamline office procedures and improve efficiency.
  • Team Collaboration: Assist Financial Advisers with client-related administration and coordination.
  • General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks.
What You'll Need to Succeed
  • Previous experience in a professional financial services environment. (SJP preferred)
  • Excellent communication and interpersonal skills, with the ability to build trusted client relationships.
  • Strong organisational abilities and the capacity to manage multiple tasks effectively.
  • A proactive, solutions-focused mindset with a commitment to delivering outstanding service.
If you're experienced in IFA administration and pride yourself on high-quality work and wants to be part of a team that truly values what you do - this could be the perfect next step.
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