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IFA Administrator

Switch Recruitment·Leicester (East Midlands)
£28 000 – £35 000 / year
Apply on sourceYou are leaving VoxJobs for reed.co.uk — the application is handled directly by the company. reed.co.uk

Job description

We are seeking an organised and client-focused IFA Administrator to provide high-quality administration within a financial planning team. You will support advisers, liaise with clients and providers, and help ensure a smooth client experience. Key Responsibilities • Provide administration support for new business, client reviews and adviser preparation. • Liaise with clients, advisers and product providers, keeping all parties updated. • Maintain accurate client records and ensure compliance requirements are met. • Handle correspondence, document management, telephone support and general administration. Skills and Experience • Previous financial services administration, IFA administration, wealth management or client support experience is desirable. • Strong attention to detail and excellent organisational skills. • Confident written and verbal communication skills. • Good IT skills, including Microsoft Office and client management systems. What’s on OfferThis is a great opportunity to join a professional financial services team and play a key role in supporting advisers and delivering excellent client service. Candidates can expect to receive a competitive basic salary plus a full suite of benefits including enhanced pension and holidays, PMI and plenty of opportunities for training, development and progression.

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Original source
reed.co.uk
Posted
Jul 21, 2026 · true date
Last verified
4 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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