At a Glance
- Tasks: Support Financial Advisers with client prep, report generation, and provider liaison.
- Company: Dynamic wealth management firm in Leicester with a collaborative atmosphere.
- Benefits: Competitive salary, generous holiday allowance, healthcare perks, and work-life balance.
- Other info: Join a supportive team with opportunities for growth and development.
- Why this job: Enhance your skills while making a real impact in financial planning.
- Qualifications: Experience in IFA or financial planning and strong organisational skills.
The predicted salary is between 28000 - 38000 £ per year.
We are seeking a detail-oriented, proactive Financial Planning Administrator to join a dynamic wealth management firm based in Leicester.
In this varied and hands-on role, you will work closely with Financial Advisers to deliver high-quality support across administration, provider liaison, and report generation. This is an excellent opportunity for an experienced Administrator looking to sharpen their technical skills, produce key research reports, and attend client meetings alongside advisers.
Key Responsibilities- Client & Meeting Preparation: Prepare complete annual review packs, including portfolio valuations, fund performance data, and cash flow reports. Sort and organise client documents following adviser meetings. Attend client meetings alongside the Financial Adviser as needed.
- Technical & Research Support: Produce Defaqto risk reports and FE Analytics fund research. Generate cash flow modelling reports using CashCalc. Complete simple online business submissions through internal systems.
- Provider Liaison & Case Tracking: Process Letters of Authority (LOAs) and organise incoming policy documentation. Proactively chase providers for outstanding information to keep cases moving efficiently.
- Practice & Office Support: Maintain and update the FCA Daybook for all advisers. Answer incoming calls and manage client queries professionally. Handle daily post and general office administrative duties.
- Prior experience working within an IFA or Financial Planning environment is strongly preferred.
- Familiarity with financial tools and software (e.g., Defaqto, FE Analytics, CashCalc) is a major advantage.
- Exceptional attention to detail and strong organizational skills.
- Clear, professional communication skills (written and verbal).
- Proactive mindset with the ability to manage multiple priorities effectively.
- Generous Holiday Allowance: 28 days (including bank holidays), increasing by 1 day per year of service (up to a maximum of 5 additional days).
- Healthcare & Wellbeing: Bupa Private Medical Insurance and Free DMU Gym Membership.
- Financial Perks: Workplace pension via True Potential (5% employee / 3% employer contribution) plus discretionary quarterly team bonus awards.
- Incentives: Employee and client referral reward schemes.
- Work-Life Balance: Fixed daytime working hours (8:00 AM – 4:00 PM, Monday–Friday).
Senior 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 Senior 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 Senior 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.
