At a Glance
- Tasks: Provide top-notch support to a Senior Adviser and manage key IFA administration tasks.
- Company: Join a respected Independent Financial Advice firm with a supportive culture.
- Benefits: Competitive salary up to £35k, full-time role, and long-term career growth.
- Other info: Office-based in Blaby, Leicester, with opportunities for personal development.
- Why this job: Be at the heart of a professional advice business and make a real impact.
- Qualifications: Minimum 2 years in Financial Services with strong IFA admin experience required.
The predicted salary is between 35000 - 35000 £ per year.
Are you an experienced IFA Administrator who thrives in a high-trust role and is ready to step into an Executive PA job supporting Financial Advisers? This is an excellent opportunity to take on a varied, influential position at the centre of a highly professional advice business. In this role, you will provide first-class executive support to a Senior Adviser while managing a wide range of technical IFA administration tasks.
You will be the go-to person for diary management, client coordination, new business processing and preparation of high-quality client materials. This is a highly valued position where your organisation, accuracy and discretion will make a real difference to the Adviser's ability to deliver exceptional client service. Day to day, you will support client meetings, prepare valuations and suitability-related information, process new business, manage provider liaison, track cases through to completion and assist with key projects. You will also act as a trusted gatekeeper, handling sensitive information and ensuring the Adviser's workload, priorities and communications run smoothly.
This role would suit someone with strong IFA administration experience who is confident working independently, enjoys responsibility and is looking for a long-term, impactful position.
IFA Administrator requirements:- You must have a minimum 2 years Financial Services experience with IFA admin background
- You should have experience preparing valuations, cashflow inputs and fund switch reports
- You should have a strong understanding of IFA processes and FCA compliance
- You should have new business processing experience (investments, pensions, protection)
- Strong MS Office skills
- Ideally you should have experience using Curo
- Experience handling death claims
You will be joining a well-established Independent Financial Advice firm known for professional standards, strong client relationships and a supportive internal culture. The business is continuing to grow steadily, creating development opportunities for dedicated, high-performing team members.
IFA Administrator Benefits:- Salary up to £35k
- Full time office based role
- Supportive team culture with long-term career potential
- Opportunity to work directly with a Senior Adviser in a trusted position
Office based in Blaby, Leicester. Ideally you will live within a reasonable commuting distance.
If this sounds like the next step you are looking for, we would love to receive your application.
IFA Administrator. Job in Leicester Move Collective Jobs employer: Broughton Group
Join a well-established Independent Financial Advice firm in Blaby, Leicester, where you will thrive in a supportive team culture that values professional standards and strong client relationships. With a salary of up to £35k and the opportunity to work closely with a Senior Adviser, this role offers long-term career potential and the chance to make a meaningful impact in a trusted position within the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator. Job in Leicester Move Collective Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your IFA knowledge. Make sure you can confidently discuss valuations, cashflow inputs, and fund switch reports. This will show potential employers that you're not just experienced but also genuinely interested in the role.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website for the best chance at landing that IFA Administrator role. We love seeing applications directly from candidates who are eager to join our supportive team culture and make a real impact!
We think you need these skills to ace IFA Administrator. Job in Leicester Move Collective Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight your relevant experience in financial services, especially your IFA admin background, and showcase your skills in diary management and client coordination.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your experience with valuations and new business processing, and express your enthusiasm for supporting a Senior Adviser.
Showcase Your Skills:Don’t forget to highlight your strong MS Office skills and any experience with Curo. These are key to the role, so make sure they stand out in your application!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you one step closer to joining our supportive team!
How to prepare for a job interview at Broughton Group
✨Know Your IFA Stuff
Make sure you brush up on your knowledge of IFA processes and FCA compliance. Being able to discuss these topics confidently will show that you're not just familiar with the role, but that you truly understand the industry.
✨Showcase Your Organisation Skills
Since this role involves a lot of diary management and client coordination, be prepared to share examples of how you've successfully managed multiple tasks in the past. Highlight any tools or methods you use to stay organised and efficient.
✨Prepare for Technical Questions
Expect questions about preparing valuations, cashflow inputs, and fund switch reports. Brush up on these areas and be ready to discuss your experience with new business processing, as this will be crucial for the role.
✨Demonstrate Discretion and Trustworthiness
As you'll be handling sensitive information, it's important to convey your understanding of confidentiality. Share examples from your previous roles where you've had to manage sensitive data or act as a gatekeeper for important communications.
