IFA Admin & Wealth Management Specialist – Leicester

Integro Partners; New Lubbesthorpe; On-site; GBP 25,000 - 30,000; Full time

Job summary

A reputable financial services firm in Leicester is seeking an experienced IFA Administrator to provide long-term support to their Independent Financial Advisers. The ideal candidate will manage letters of authority, prepare valuations, and ensure compliance with regulations. This office-based position offers a competitive salary up to £30,000 and opportunities for professional growth in a collaborative environment.

Benefits

Competitive salary up to £30,000

Supportive working environment

Ongoing training and development

Qualifications

• Minimum 5 years Administration experience, with at least 2 years in Financial Services.
• Strong knowledge of financial services processes, regulations, and compliance.
• Excellent communication skills both written and verbal.

Responsibilities

• Manage all Letters of Authority (LOA) processes and provider liaison.
• Prepare valuations, appointment packs, and undertake general administrative duties.
• Support with cash flow modelling, portfolio comparison analytics, and attitude-to-risk questionnaires.

Skills

Administration experience

Financial Services knowledge

Communication skills

Organisational skills

Microsoft Office proficiency

Team collaboration

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Xplan/Curo

Job description

A reputable financial services firm in Leicester is seeking an experienced IFA Administrator to provide long-term support to their Independent Financial Advisers. The ideal candidate will manage letters of authority, prepare valuations, and ensure compliance with regulations. This office-based position offers a competitive salary up to £30,000 and opportunities for professional growth in a collaborative environment.