Financial Services Administrator

Job Title: Financial Services Administrator

Location: Market Harborough (Hybrid)

Salary: Up to £30,000

Reference Number: 9482

Are you an experienced IFA Administrator looking for a role where you’ll feel valued, supported, and part of a genuinely collaborative team?

We’re working with a well-established and highly respected financial planning firm in Market Harborough that is growing its support team. This is a fantastic opportunity for someone who thrives in a structured, people-first environment and is looking to take the next step in their admin career.

What you’ll be doing

• Supporting advisers with day-to-day administration across life, pension, and investment products
• Preparing and updating client documentation and packs for meetings
• Performing AML and compliance checks
• Managing new business processing from start to finish using internal systems
• Acting as a key point of contact for clients and providers

Why you’ll love it here

• Hybrid working available to support work-life balance
• Salary up to £30,000 depending on experience
• 28 days holiday plus bank holidays
• Your birthday off and early finishes on Fridays
• 5 percent matched pension, life cover, and income protection
• Health perks, well-being support, and study assistance for professional development

What we’re looking for

• At least 1 year of experience in an IFA or financial planning administration role
• Great communication and client service skills
• Strong organisational ability and attention to detail
• A good understanding of financial planning processes and products

This is a brilliant opportunity to join a business that values stability, development, and culture just as much as client service.

Ready to explore a new opportunity in a great environment?

Click apply or get in touch with us to find out more. We’d love to speak with you.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based near Coventry on a Paraplanner role.

Our commitment to you

· Start every journey with a conversation to find out about you in depth.

· Provide honest feedback on where you fit in the jobs market.

· Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

· Take a holistic mindfulness approach – career happiness is rarely just about the money.

· Cover the whole of the UK with a local touch through our regional teams.

· Never pester you.