IFA Administrator & Client Manager — Hybrid Role

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

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.