Technical IFA Administrator — End-to-End Adviser Support

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

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.