IFA Administrator to Senior Financial Planner
Location: Leicester
Salary: up to £35,000 experience dependant


The Role
An excellent opportunity has arisen for a highly professional, discreet, and exceptionally organised IFA Administrator / Executive PA to provide dedicated support to a Senior Financial Planner within a growing financial Planning organisation.


This is a pivotal, high-trust role combining senior-level executive support with hands-on IFA technical and administrative responsibilities. You will work closely with senior leadership, ensuring day-to-day operations run seamlessly while supporting client management, compliance, and strategic priorities. This position is ideal for an experienced Financial Services administrator who is ready to step into a senior, influential role supporting a key decision-maker within the business.


Key Responsibilities
*Provide comprehensive diary, inbox, and task management, ensuring the Adviser’s time is used effectively
*Act as a trusted gatekeeper and first point of contact for clients, stakeholders, and internal teams
*Manage confidential and sensitive information with absolute discretion
*Prepare meeting packs, briefing notes, agendas, and follow-up actions
*Handle internal and external communications in a polished, professional manner
*Coordinate meetings, events, travel, and leadership engagements
*Support the Adviser with strategic initiatives, business projects, and time-critical priorities


IFA Technical & Administrative Support
*Process Letters of Authority (LOAs) and liaise with product providers
*Prepare valuations, portfolio comparisons, and cashflow modelling inputs
*Manage attitude-to-risk questionnaires and support suitability documentation
*Prepare client meeting packs for new and existing clients
*Process new business applications in line with FCA and internal compliance requirements
*Track applications through to completion, resolving provider queries and updating clients and Adviser
*Carry out fund switches and "no action" suitability letters where required
*Manage Adviser diary bookings for client meetings
*Handle death claims with sensitivity, empathy, and professionalism
*Maintain compliance with FCA regulations, the Financial Services and Markets Act 2000, and all AML, TCF, and financial crime procedures
*Stay up to date with legislative, product, and industry developments


Experience & Skills Required
Essential Experience
*Minimum 5 years’ administration experience, including at least 2 years within Financial Services (IFA experience essential)
*Proven experience supporting senior leadership in a high-responsibility role requiring discretion and sound judgement
*Strong working knowledge of IFA administration processes, compliance requirements, and provider interactions


Skills & Attributes
*Exceptional professionalism, confidentiality, and attention to detail
*Highly organised and proactive, with the ability to manage competing priorities
*Excellent written and verbal communication skills
*Strong IT skills including Microsoft Word, Excel, and Outlook
*Experience using Curo back-office systems would be a distinct advantage
*Able to work independently with minimal supervision while maintaining high standards
*Calm, adaptable, and confident in fast-paced environments
*Positive, solutions-focused team player with a continuous improvement mindset


This is a rare opportunity to step into a senior Executive PA role within financial services, offering influence, responsibility, and the chance to work closely with senior leadership in a respected IFA environment.


Apply today via NJR Recruitment or call quoting the reference NJR16412
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.