Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide top-notch support to a Senior Adviser and manage IFA administration tasks.
- Company: Join a respected Independent Financial Advice firm with a supportive culture.
- Benefits: Earn up to £35k, enjoy career growth, and work in a collaborative team.
- Other info: Office-based in Blaby, Leicester, with excellent long-term career potential.
- Why this job: Make a real impact while working closely with a Senior Adviser in a trusted role.
- Qualifications: 2+ years in Financial Services with IFA admin experience and strong MS Office skills.
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
Location: 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 in Blaby employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Ifa Administrator in Blaby
✨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 hunt 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 FCA compliance. 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 a follow-up! 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! We’ve got a range of opportunities waiting for you, and applying directly can sometimes give you a better chance of standing out. Plus, it’s super easy to navigate!
We think you need these skills to ace Ifa Administrator in Blaby
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your relevant experience, especially in financial services and IFA admin tasks. We want to see how your skills match what we're looking for!
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. Share specific examples of your past experiences that relate to diary management, client coordination, and handling sensitive information.
Showcase Your Skills: Don’t forget to mention your strong MS Office skills and any experience with Curo. We love seeing candidates who can demonstrate their technical abilities, so make sure these stand out in your application!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Premier Jobs UK
✨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 explain your process or even walk through a sample scenario if asked.
✨Demonstrate Discretion and Trustworthiness
As a gatekeeper for sensitive information, it’s crucial to convey your understanding of confidentiality. Share experiences where you’ve handled sensitive data responsibly, showing that you can be trusted in this high-trust role.