Job Description Job Title: IFA Administrator Financial services Recruit UK is working on an exciting opportunity for an IFA Administrator to join a market-leading Independent Financial Adviser firm based in Leicester, specialising in a wide range of services from investment advice to retirement planning. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients. Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis Salary up to £30,000 depending on experience ~ Annual salary review ~25 days holiday plus bank holidays ~ Pension starts with auto-enrolment and increases to up to a 10% employer contribution after three months. ~ Hybrid working ~ Fantastic work culture ~ Free parking on site A minimum of 1 year’ experience working as an IFA Administrator within a Wealth Management or IFA firm, supporting one to two advisors Exposure to Intelligent Office/Xplan is advantageous Get in touch or apply online to find out more about this opportunity! 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. Use our network across the financial world to match you to your perfect position. Cover the whole of the UK with a local touch through our regional teams.
Administrator - Independent Financial Adviser (Ifa) in Leicester employer: Recruit UK
Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.
