IFA Administrator

Ortus PSR; Blaby; Hybrid; GBP 28,000 - 33,000; Full time

Benefits offered by this job

Discretionary bonus

Pension with employer contribution

20+ holidays? (as per ad)

Health & wellbeing benefits

Hybrid working after training

Free on-site parking

Funded exam support

Job summary

Ortus PSR Ltd in Leicester is seeking an IFA Administrator – Wealth Management. Hybrid role with a salary of £28,000–£33,000 plus discretionary bonus, and free on-site parking after training. You will own your own high‑net‑worth client portfolio and support Financial Planners and Investment Managers.

Prepare meeting packs, process transfers and invoicing, and maintain accurate client records across Intelliflo and other systems while liaising with professionals.

Qualifications

• Experience in a financial services administration role.
• Strong knowledge of pensions and investments used in financial planning.
• Confident communication with clients, providers and professional connections.
• Strong record-keeping and time management; able to work within authority.

Responsibilities

• Act as the key internal contact for your own portfolio of clients.
• Prepare and issue meeting packs for annual reviews with performance analysis.
• Process transfers, contributions, withdrawals and investment changes on pensions and investments.
• Issue meeting notes and drive actions through to completion using task management.
• Liaise daily with Financial Planners, Paraplanners, SIPP/SSAS teams and platforms.
• Maintain accurate client records across Intelliflo and provider systems.
• Communicate with clients and professional connections by phone, email, letter and portal.
• Handle client invoicing and fee processing, plus bespoke documents as needed.

Skills

Financial services administration

Pensions and investments knowledge

Client communication

Record keeping & time management

Tools

Intelliflo

Moneyinfo

Job description

IFA Administrator – Wealth Management | Leicester (Hybrid) | £28,000–£33,000 + Bonus

Location: Leicester (free on-site parking; hybrid working after initial training) Salary: £28,000–£33,000 depending on qualifications and experience, plus discretionary bonus Type: Full-time, permanent

Own your own client portfolio at one of the UK's best firms to work for

This is an IFA Administrator role with a difference. Rather than sitting in a processing queue, you'll be the named internal owner of your own portfolio of high-net-worth clients: the person they call, the person who knows their situation, and the person who makes things happen behind the scenes for the Financial Planners and Investment Managers you support.

Our client is a Chartered pensions and investment firm, established for over 40 years, looking after more than £1.1bn of client assets from a single Leicester office. In 2026 they were named one of the best financial advice firms to work for, for the fourth time, an award based partly on anonymous employee feedback. Progression is genuinely supported, including the potential for future equity ownership for the right people over time.

What you'll be doing

• Acting as the key internal point of contact for your own portfolio of individual, corporate, trust and charity clients
• Preparing, collating and issuing meeting packs for annual reviews, including performance analysis and recommendations prepared with the Paraplanning and Investment teams
• Processing transfers, contributions, withdrawals and investment changes across pension and investment products, accurately and to deadline
• Issuing meeting notes and driving action points through to completion using task management in Intelliflo
• Liaising daily with Financial Planners, Paraplanners, in-house SIPP and SSAS teams, and third-party platforms including Pershing, Quilter and Aviva
• Maintaining accurate client records across Intelliflo, Virtual Cabinet, Moneyinfo and provider systems
• Communicating with clients and professional connections (accountants, solicitors) by phone, email, letter and secure portal
• Handling client invoicing and fee processing, plus bespoke documents and calculations as needed

What you'll need

Essential:

• Experience in a financial services administration role
• Good technical knowledge of pensions and investments and their use in financial planning
• Confident communication with clients, providers and professional connections
• Strong record-keeping, time management and the judgement to work within your authority and refer when appropriate

What's on offer

• £28,000–£33,000 salary plus discretionary bonus
• Pension with 5% employer contribution, rising with service, with salary sacrifice available
• 24 days' holiday plus bank holidays, rising with service
• 4x salary life assurance and a Health Cash Plan
• Hybrid working following initial training, and free on-site parking
• Chartered firm culture with funded exam support and a clear development path