Finance Administrator

Recruit UK | Certified B Corp™; Market Harborough; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A leading financial planning firm in Market Harborough is seeking an experienced IFA Administrator. This role offers a supportive environment, career progression, and a hybrid working model. Responsibilities include supporting advisers, managing documentation, and client communication.

Benefits

28 days holiday plus bank holidays

Birthday off

Early finish on Fridays

Access to health perks

Study support

Qualifications

• At least 1 year of experience in an IFA admin role.

Responsibilities

• Supporting advisers with life, pension, and investment administration.
• Preparing client packs and documentation.
• Performing AML and compliance checks.

Skills

Communication

Organization

Financial Planning Knowledge

Job description

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Location: Market Harborough, East Midlands, United Kingdom

Posted 1 day ago

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Full Job Description

Location: Market Harborough (Hybrid)

Salary: Up to £30,000

Reference Number: 9482

We are working with a highly regarded financial planning firm based in Market Harborough, looking to add an experienced IFA Administrator to their team. This is a fantastic opportunity if you’re seeking a supportive environment with long-term career progression and flexibility.

What you’ll be doing:

• Supporting advisers with life, pension, and investment administration
• Preparing client packs and documentation
• Performing AML and compliance checks
• Managing new business cases using internal systems
• Acting as a key point of contact for clients

What’s in it for you:

• Hybrid working model
• Up to £30,000 salary
• 28 days holiday plus bank holidays
• Birthday off and early finish on Fridays
• Access to health perks and study support

What we’re looking for:

• At least 1 year of experience in an IFA admin role
• Confident communicator with excellent organization skills
• Knowledge of financial planning processes

Apply now or contact us to learn 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 trying to fill a role. We have a reach of more than 100,000 financial services connections. Currently, RecruitUK is pleased to be working with an Independent Financial Advice firm near Coventry on a Paraplanner role.

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 job 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 money.
• Cover the whole UK with a local touch through our regional teams.