IFA Administrator – Leicester (LE4) – Up to £30,000 + Benefits
We are currently recruiting on behalf of a highly reputable, private equity-backed National Wealth Management organisation for an experienced IFA Administrator to join their growing team based in North Leicester (LE4).
This is an excellent opportunity to join a well-established and well-funded business offering long-term career prospects, a professional working environment, and hybrid flexibility following probation.
The Role:
As an IFA Administrator, you will provide comprehensive support to Financial Advisers and play a key role in delivering a high-quality client experience. Responsibilities will include:
- Preparing and processing annual client reviews
- Handling client requests including change of address and policy updates
- General administration and client servicing duties
- Maintaining accurate client records and documentation
- Liaising with providers, advisers, and clients to ensure smooth case progression
The Candidate:
The client is ideally seeking individuals with prior IFA/wealth management support experience. However, they are also open to candidates from broader financial services administration backgrounds, including:
- IFA Administrators / Wealth Management support professionals
- Strong Pensions Administrators
- Investment Administrators
- Other financial services administrators with relevant transferable skills
Requirements:
- Previous experience within financial services administration
- Strong organisational and communication skills
- High attention to detail and ability to manage workloads effectively
- A proactive and client-focused approach
Package & Benefits:
- Salary up to £30,000 (flexible for the right candidate)
- Hybrid working available after probation
- Competitive benefits package
- Opportunity to join a growing, PE-backed national organisation
If you’re looking to develop your career within a forward-thinking and expanding wealth management firm, this opportunity offers both stability and progression.
Sector:
- Financial Services
- Financial Planning
