Entry-Level IFA Administrator in Leicester

Entry-Level IFA Administrator in Leicester

Leicester Full-Time No working from home possible
M

Entry-Level IFA Administrator
Leicester
Β£25,000
Permanent | Full-Time | Office Based

Macildowie are working with this client based in Leicester to recruit an Entry-Level IFA Administrator. This is an excellent opportunity for an organised and motivated administrator looking to build a long-term career within the financial services sector.

Working alongside experienced Independent Financial Advisers, you'll receive full training and ongoing support while gaining exposure to a varied administrative role within a professional and friendly environment. If you're looking for a business that will invest in your development and provide genuine career progression, this could be the perfect first step.

The Role

  • Providing day-to-day administrative support to Independent Financial Advisers.
  • Preparing and processing client documentation accurately and efficiently.
  • Liaising with clients, providers and third parties via telephone and email.
  • Maintaining accurate client records and updating internal systems.
  • Booking appointments and managing adviser diaries.
  • Ensuring all work is completed in line with regulatory and company procedures.
  • Supporting the wider team with general office administration.

About You

  • Previous administration experience is desirable but not essential.
  • Excellent organisational and time management skills.
  • Strong written and verbal communication.
  • High attention to detail with a methodical approach.
  • Confident using Microsoft Office.
  • Eager to learn and develop a career within financial services.

What's in it for you?

  • Salary of Β£25,000.
  • Full training and ongoing professional development.
  • Clear opportunities for career progression.
  • Supportive and collaborative working environment.
  • Competitive employee benefits package.

If you're looking to kick-start your career within financial services and join a business that values development and progression, we'd love to hear from you.

Entry-Level IFA Administrator in Leicester employer: Macildowie Recruitment and Retention Careers

As an Interim Head of Estates with a leading not-for-profit organisation in the Midlands, you will be part of a dynamic team that values collaboration and innovation. The company offers a supportive work culture with hybrid working options, allowing for a healthy work-life balance, while also providing opportunities for professional growth and development in a meaningful sector. With a focus on improving estates delivery and compliance, this role presents a unique chance to make a significant impact within a complex multi-site environment.

M

Contact Details:

Macildowie Recruitment and Retention Careers Recruitment Team