IFA Administrator in Loughborough

Templegate Recruitment
Specialist Recruiters in Financial Services

Job Title:IFA Administrator

Location:Loughborough

Salary:up to £27,000 (Dependent on experience)

Why Join Us?

Join a respected and well-established financial planning firm known for its supportive culture, professional growth opportunities, and commitment to delivering outstanding client service. Youll work in a collaborative team environment where your contributions are valued and your development is supported.

Benefits:

• Flexible working hours

• 28 days holiday including bank holidays

• Additional day off at Christmas

• Extra 1 day annual leave for every 2 years of service

• Free onsite parking

• Career progression opportunities within a friendly, professional setting

About the Company:

Our client is a reputable financial planning firm based in Loughborough, providing bespoke financial advice to a broad range of clients. With a strong emphasis on administrative excellence and client care, they utilise Intelliflo software to ensure seamless processes and efficient service delivery. The team enjoys a healthy work-life balance, a culture of mutual respect, and consistent opportunities for development and recognition.

Key Responsibilities:

• General administrative support to financial advisers and paraplanners

• Managing incoming and outgoing communications (emails, phone calls)

• Liaising with product providers to gather policy and fund information

• Chasing and tracking Letters of Authority (LOAs)

• Preparing documentation for the paraplanning team

• Compiling and maintaining accurate client valuation packs

What Were Looking For:

• Proven experience in an IFA/financial services administration role

• Strong organisational and communication skills

• High attention to detail and accuracy

• Ability to work independently as well as part of a team

• Familiarity with Intelliflo (desirable but not essential)

How to Apply:

Interested? Submit your application today! If your experience aligns with the role, one of our specialist consultants will be in touch to discuss the opportunity further. Well also take the time to understand your goals and highlight any other roles that may be a good fit.

Due to the high volume of applications, we regret that we can only respond to successful candidates. If you haven\’t heard from us within 7 days, please assume your application has not been successful on this occasion.