Technical IFA Administrator

Premier Jobs UK; Blaby; On-site; GBP 30,000 - 35,000; Full time

Job summary

A local Financial Services firm in South Leicester seeks a Technical IFA Administrator to provide end-to-end support to Financial Advisers. Responsibilities include managing client relationships, processing valuations, and organizing appointments. Ideal candidates will have at least 2 years’ experience, excellent data input skills, and proficiency in Microsoft Office and financial software. The position offers a salary of up to £30,000, a non-contributory pension, and additional benefits including a modern office environment and team events.

Benefits

Salary up to £30,000

Generous non-contributory pension

25 days holiday plus bank holidays

On-site gym facilities

Regular paid team events

Qualifications

• 2+ years of experience as an IFA Administrator.
• Enjoy working in a fast-paced environment.
• Excellent accuracy in data input.
• Confident using Microsoft Office and industry software.
• Organised and able to handle multiple tasks.

Responsibilities

• Liaise with Financial Advisers on client tasks.
• Process Letters of Authority and product valuations.
• Prepare client meeting packs and cash-flow modelling.
• Action fund switches and manage client appointments.
• Handle general administrative duties.

Skills

2+ years’ experience as an IFA Administrator

Excellent accurate data input

Confident using Microsoft Office

Comfortable using industry software such as XPlan / Curo

Organised approach to work

Able to handle multiple cases simultaneously

Confident working independently and within a team

Tools

Microsoft Office

XPlan

Curo

Job description

This Technical IFA Administrator job in South Leicester provides opportunity to join a local Financial Services firm.

In this Technical IFA Administrator role, you will be providing full end-to-end support to a Financial Adviser, ensuring the client receives first‑class service. This is a well‑rounded role with responsibilities including :

• Liaising with the Financial Advisers to discuss what tasks need undertaking for each client
• Obtaining and processing Letters of Authority
• Obtaining recent product valuations
• Preparing client meeting packs with the correct, up to date information and drafting cash‑flow modelling
• Action fund switches
• Assist with ensuring attitude to risk questionnaires are completed
• Organising client appointments and ensuring the Adviser is prepared accordingly
• Processing new business cases
• Liaise with providers to chase / resolve and issues and update the relevant individuals accordingly
• Undertaking general administrative duties such as photocopying, letter writing, phoning clients / providers

Our client would provide full on‑the‑job training to enable you to succeed in your role.

The Company

Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long‑serving team members who enjoy being part of the business.

Technical IFA Administrator Requirements

• You should have 2+ years’ experience as an IFA Administrator
• You should enjoy working within a fast‑paced environment and have excellent accurate data input
• You should be confident using Microsoft Office and be comfortable using industry software such as XPlan / Curo
• You should have an organised approach to your work and be able to handle multiple cases simultaneously
• You should be confident working independently and within a team

Technical IFA Administrator Benefits

• Salary of up to £30,000 depending on experience
• Plus, generous non‑contributory pension, DIS, 25 days holiday plus bank holidays
• Office based role within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities
• 37.5 hours per week, Monday to Friday
• Working within a business that is passionate about helping their clients
• Regular paid team events through the year to get involved in

Locations

South Leicester

Call us now on (phone number removed) or click Apply

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