At a Glance
- Tasks: Support financial advisers and ensure clients receive top-notch service.
- Company: Dynamic financial services firm in Leicester with a collaborative vibe.
- Benefits: Competitive salary, 28 days holiday, gym membership, and team bonuses.
- Other info: Free parking and excellent growth opportunities in a supportive environment.
- Why this job: Join a friendly team and kickstart your career in financial services.
- Qualifications: Organised, detail-oriented, and great with people; prior experience is a bonus.
The predicted salary is between 24000 - 28000 £ per year.
Administrator – Financial Services
Location: Leicester (On-site – Free Parking)
Salary: £24,000 – £28,000 per annum (Depending on Experience)
Working Hours: Monday – Friday, 8:00 AM – 4:00 PM
About the Role
We are looking for an organized, proactive, and professional Administrator to join our team in Leicester. As the initial point of contact for clients and a vital support mechanism for our Financial Advisers, you will play a key role in keeping the office running smoothly and ensuring our clients receive a seamless, high-quality experience. This is a fantastic opportunity for someone who thrives in an organized environment, values attention to detail, and enjoys working as part of a collaborative team.
Key Responsibilities
- Client & Front of House: Warmly welcome clients for adviser meetings, handle incoming phone calls, and deliver excellent service as the face/voice of the business.
- Administrative Support: Sort incoming post, manage outgoing mail runs, and oversee shared email inboxes.
- Document & Data Management: Scan hard-copy documents, organize client files following adviser meetings, and keep CRM systems fully up to date.
- Provider & Policy Administration: Process Letters of Authority (LOAs), chase providers for outstanding information, and organize incoming policy data.
- Review Preparation: Produce necessary documentation and packs ahead of annual client reviews.
- Submissions: Assist with simple online provider submissions.
What We Offer
In addition to a welcoming office environment with free on-site parking, you will receive the following benefits (following a successful 3-month probation period):
- Holiday: 28 days (including bank holidays), plus an extra day of annual leave for every year of service (up to 5 additional days).
- Pension: Workplace pension scheme with True Potential (standard 5% employee / 3% employer contribution).
- Health & Wellbeing: Free local DMU gym membership.
- Incentives: Discretionary quarterly team bonuses and an Employee & Client Referral scheme.
About You
- Highly organized with strong attention to detail.
- Friendly, professional phone manner and great interpersonal skills.
- Proficient in general IT and quick to pick up new systems/CRMs.
- Ability to prioritize tasks and work efficiently in a fast-paced environment.
- Prior administration experience within Financial Planning, Wealth Management, or wider professional services is a plus, but a great attitude and willingness to learn are essential.
Interested in applying? Submit your CV to take the next step in your financial services administration career!
IFA Administrator in Leicester employer: Fintro
Join our dynamic team in Leicester as a Trainee Financial Advisor, where we prioritise your professional growth and success. With a structured career progression pathway, direct mentorship from seasoned professionals, and a supportive work culture, you will be well-equipped to achieve your Competent Adviser Status (CAS) and thrive in a rewarding financial advisory career. Our commitment to employee development, coupled with a competitive salary and benefits, makes us an exceptional employer for aspiring financial advisors.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Leicester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fintro. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Administrator in Leicester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fintro.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fintro's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fintro
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fintro.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fintro will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fintro employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
