IFA Administrator in Loughborough

IFA Administrator/Client Relationship Manager

Leicester | Up to £35k + Excellent Benefits | Hybrid Working

I’m recruiting for a standout IFA Administrator/Client Relationship Manager role with one of the UK’s leading wealth management and employee benefits businesses.

If you’re currently working as an IFA Administrator or CRM and enjoy blending client interaction with technical financial services administration, this could be a great next step.

Why this opportunity stands out:

• Salary up to £35k plus a strong benefits package

• Hybrid working in a genuinely supportive, people-first culture

• Clear internal progression – the business actively promotes from within

• Close collaboration with advisers and specialist teams

• Exposure to SIPPs, SSAS, ISAs, VCTs, GIAs and a broad range of financial products

• A role where relationship-building and client care truly matter

Key Responsibilities:

• Serve as a primary day-to-day contact for an assigned client portfolio

• Build and maintain strong relationships with clients, consultants and internal teams

• Support the administration of pension and personal wealth cases, providing key insights to specialist teams

• Proactively manage client affairs, monitor progress and ensure timely resolution of requests

• Prepare documentation, reports and communications for client meetings and reviews

• Handle administrative tasks, maintain accurate client files and manage workflows efficiently

• Ensure all activities comply with internal procedures and relevant regulatory requirements

• Plan and prioritise workload to meet agreed service standards

If this sounds like the kind of role you’d thrive in, I’d love to hear from you. Submit your application via this advert or get in touch for a confidential chat, happy to talk through the details and help you decide if it’s the right move.

Ellie Sedgwick

07441 341 817

ellie.sedgwick@idexconsulting.com