At a Glance
- Tasks: Support financial advisers with administration for pensions, ISAs, and investment products.
- Company: Join Willday Wealth Management, a leading independent financial adviser firm.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for process improvements and client relationship building.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Experience in financial services administration and strong analytical skills required.
The predicted salary is between 30000 - 40000 £ per year.
Willday Wealth Management is a chartered independent financial adviser firm providing holistic advice across mortgages, ISAs, pensions, investment bonds and personal protection. The firm supports clients with investment planning to help them achieve long‑term financial goals. Led by company director Edward Willday, a Chartered member of The London Institute of Banking & Finance, the company is committed to delivering a high level of technical expertise and client service. Team members work closely with clients to build tailored financial strategies and maintain ongoing, trusted relationships.
This is a full‑time, on‑site Senior Financial Services Administrator role based in the Greater Leicester Area. The role involves supporting financial advisers with end‑to‑end administration for pensions, ISAs and investment products, including preparing documentation, processing applications, and maintaining accurate client records. The Senior Financial Services Administrator will liaise with clients, providers, and internal stakeholders to obtain information, resolve queries, and ensure timely completion of transactions.
Responsibilities include:
- Updating CRM and platform systems
- Preparing review packs and reports
- Monitoring case progress
- Ensuring compliance with regulatory and internal procedures
- Contributing to process improvements
- Supporting management with ad hoc projects
- Helping to maintain a high standard of client experience
Qualifications:
- Strong foundation in financial planning with experience supporting advice across products such as pensions, ISAs, protection, and investments
- Proficient analytical skills, including the ability to interpret financial data, platform reports, and client information accurately
- Solid accounting and numeracy skills to support reconciliations, fee calculations, and accurate record‑keeping
- Excellent communication skills, both written and verbal, with the ability to interact professionally with clients, providers, and colleagues
- Previous experience in a financial services administration or paraplanning support role, ideally within wealth management or independent financial advice
- Strong attention to detail, organizational skills, and ability to manage multiple cases and deadlines in a regulated environment
- Comfort using financial platforms, CRM systems, and Microsoft Office (especially Excel and Word)
- Relevant financial services qualifications (e.g., progressing toward or holding level 3/4 industry exams) are highly advantageous
Senior IFA Administrator in Leicester employer: Willday Wealth Management
Willday Wealth Management is an exceptional employer that values its employees by fostering a supportive and collaborative work culture in the Greater Leicester Area. With a strong focus on professional development, we offer ample opportunities for growth within the financial services sector, alongside competitive benefits that enhance work-life balance. Join us to be part of a dedicated team where your contributions are recognised and rewarded, making a meaningful impact in the lives of our clients.
