IFA Administrator

Guild Search; Leicester; Hybrid; GBP 28,000 - 33,000; Full time

Benefits offered by this job

Hybrid working after training

Pension contributions

Discretionary bonus

24 days annual leave

Free parking

Job summary

Guild Search in Leicester is seeking an experienced IFA Administrator / Client Manager to join its growing team. You will support Financial Planners and actively manage a portfolio of clients, ensuring high-quality administrative service throughout the financial planning process.

The role is full-time (35 hours per week), based in the office with hybrid options after training. A competitive salary is offered, along with pension contributions, discretionary bonus, and 24 days of annual leave.

Qualifications

• At least two years' experience in an IFA or financial planning administration role.
• Good understanding of pensions, investments and financial planning processes.
• Experience dealing directly with clients and product providers.
• Strong organisational skills and excellent attention to detail.

Responsibilities

• Managing day-to-day administration for an allocated portfolio of clients.
• Preparing annual review documentation and client meeting packs.
• Processing new business, pension and investment transactions.
• Liaising with clients, providers and financial planners to ensure requests are handled efficiently.
• Maintaining accurate client records and monitoring outstanding actions.
• Supporting the delivery of a professional and efficient client service.

Skills

Client relations

Organisational skills

Attention to detail

Time management

Job description

Working hours: Full-time, 35 hours per week

Working arrangement: Office-based initially, with hybrid working available following training

Are you an experienced IFA Administrator looking for a new opportunity within a well-established, professional financial planning firm?

I'm working with a highly regarded financial planning business in Leicester that is looking to recruit an experienced IFA Administrator / Client Manager to join its growing team.

This is an excellent opportunity for someone who enjoys building client relationships, taking ownership of their work and providing high-quality administrative support throughout the financial planning process.

The Role

Working closely with Financial Planners and the wider support team, you'll be responsible for the ongoing administration and servicing of an allocated portfolio of clients.

Your responsibilities will include:

• Managing day-to-day administration for an allocated portfolio of clients.
• Preparing annual review documentation and client meeting packs.
• Processing new business, pension and investment transactions.
• Liaising with clients, providers and financial planners to ensure requests are handled efficiently.
• Maintaining accurate client records and monitoring outstanding actions.
• Supporting the delivery of a professional and efficient client service.

About You

To be considered for this opportunity, you'll ideally have:

• At least two years' experience in an IFA or financial planning administration role.
• A good understanding of pensions, investments and financial planning processes.
• Experience dealing directly with clients and product providers.
• Strong organisational skills and excellent attention to detail.
• A confident, professional and personable approach.
• The ability to manage your own workload and prioritise effectively.

CII qualifications or progress towards them would be advantageous, although they are not essential.

What's on Offer?

• Competitive salary of £28,000–£33,000, depending on experience.
• Hybrid working following initial training.
• 24 days' annual leave plus bank holidays.
• Employer pension contribution.
• Discretionary bonus scheme.
• Free parking.
• Supportive and established financial planning team.

This is a great opportunity for an experienced IFA Administrator who is looking for a role with responsibility, variety and the opportunity to develop within a successful financial planning business.