IFA Administrator
other jobs Recruit UK
Added before 4 Days
- England,East Midlands,Leicestershire
- Full Time, Permanent
- £25,000 - £30,000 per annum
Job Description:
Job Title: Technical Administrator
Industry: Financial Advice
Location: Leicester (Office-based)
Salary: £28,500 – 30,000 DOE
Reference Number: 10017
Job Description:
Recruit UK is working on an exciting opportunity for a Technical 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 a Technical 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.
Responsibilities:
*Handle new business applications and liaise with providers to ensure timely completion
*Prepare client appointment packs and manage adviser diaries
*Ensure all documentation meets FCA regulatory standards
*Gather data for cash flow modelling and portfolio analysis
What’s in it for you:
*Starting salary of £28,500 – £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.
*Fantastic work culture
*Free parking on site
Skills and experience required:
*A minimum of two years’ experience working as an IFA Administrator within a Wealth Management or IFA firm, supporting one to two advisors
*Experience with basic suitability report writing is preferred
*Exposure to the Curo platform is advantageous
Get in touch or apply online to find out more about this opportunity!
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.
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.
Industry: Financial Advice
Location: Leicester (Office-based)
Salary: £28,500 – 30,000 DOE
Reference Number: 10017
Job Description:
Recruit UK is working on an exciting opportunity for a Technical 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 a Technical 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.
Responsibilities:
*Handle new business applications and liaise with providers to ensure timely completion
*Prepare client appointment packs and manage adviser diaries
*Ensure all documentation meets FCA regulatory standards
*Gather data for cash flow modelling and portfolio analysis
What’s in it for you:
*Starting salary of £28,500 – £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.
*Fantastic work culture
*Free parking on site
Skills and experience required:
*A minimum of two years’ experience working as an IFA Administrator within a Wealth Management or IFA firm, supporting one to two advisors
*Experience with basic suitability report writing is preferred
*Exposure to the Curo platform is advantageous
Get in touch or apply online to find out more about this opportunity!
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.
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.
Job number 3455971
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Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...