IFA Admin Specialist – Office-Based Wealth Support

Ortus PSR Ltd.; Leicester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A reputable Independent Financial Advisory firm in Leicester is seeking a Technical Administrator to support experienced Advisers. This office-based position requires at least 5 years in administration, with a strong focus on financial services. Responsibilities include managing client communications, investment valuations, and compliance-related paperwork. The firm offers a competitive salary and opportunities for professional development within a supportive team environment. No remote work is offered; the role is strictly Monday to Friday.

Benefits

Competitive salary

Full-time, permanent contract

In-house training and professional development

Supportive team culture

No weekend or evening work

Qualifications

• Minimum 5 years of administrative experience with 2 years in Financial Services.
• Experience in an IFA, Wealth Management, or Financial Planning environment preferred.

Responsibilities

• Manage Letter of Authority (LOA) administration.
• Prepare client appointment packs and supporting documentation.
• Conduct investment valuations and portfolio analysis.
• Liaise with providers for fund switches and policy updates.
• Manage diary and scheduling for the Adviser.

Skills

Microsoft Word

Microsoft Excel

Microsoft Outlook

Back-office systems (Xplan, Curo)

FCA regulatory awareness

Job description

A reputable Independent Financial Advisory firm in Leicester is seeking a Technical Administrator to support experienced Advisers. This office-based position requires at least 5 years in administration, with a strong focus on financial services. Responsibilities include managing client communications, investment valuations, and compliance-related paperwork. The firm offers a competitive salary and opportunities for professional development within a supportive team environment. No remote work is offered; the role is strictly Monday to Friday.