Opportunity Description
Leicester
Salary £35000 - £35000 TypePermanent WorkplaceHybrid Ref89781Recruiter Managing This Role
About the Role:
We are seeking an organised and motivated IFA Administrator to join our financial planning team. You will provide essential administrative support to advisers, ensuring clients receive a smooth, efficient, and compliant service. This is a great opportunity to work in a fast-paced, professional environment and develop your career in financial services.
Key Responsibilities:
Prepare and maintain client records, reports, and correspondence
Process client instructions across pensions, investments, ISAs, and protection products
Support advisers with fact finds, suitability reports, and client meetings
Ensure all documentation complies with regulatory and internal standards
Liaise with clients, provid...
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