IFA Administrator - Financial Planning
Leicester | Hybrid (1 day from home)
Full-time, Permanent
Competitive Salary + Benefits
Reference Number: 9670
We're working with a friendly and well-established financial planning firm in Leicester who are looking for an experienced IFA Administrator to join their growing Client Support team.
This is a great opportunity for someone who enjoys the structure and variety of a support role within a professional yet down-to-earth environment. You'll play a key part in making sure things run smoothly for clients and advisers alike, supporting the advice journey from start to finish.
What you'll be doing:
- Processing new business, trades and valuations
- Preparing documents and reports for client reviews and meetings
- Keeping client information accurate and up to date
- Acting as a point of contact between clients, advisers, and providers
- Supporting the team with general admin and improving processes
- Helping ensure everything stays compliant and in line with regulations
What they're looking for:
- Someone with strong organisational skills and attention to detail
- A confident communicator who enjoys working with people
- Previous experience in a financial planning or IFA environment is ideal
- Experience using Intelliflo or ConcertHub is a bonus
- Industry qualifications like the Certificate in Financial Administration would be helpful, but not essential
What's on offer:
- Competitive salary
- 23 days holiday + bank holidays (with the option to buy/sell 5 days)
- 5% employer pension contribution (via salary exchange)
- Private medical cover after 6 months
- Study support and professional development
- Flexible working hours + 1 day working from home
- Staff discounts and referral scheme
Sound like something you'd be interested in?
We'd love to tell you more. Apply now or drop me a message for a confidential chat, even if your CV's not quite ready yet.