Location

Leicester

Salary £35000 - £35000 TypePermanent WorkplaceHybrid Ref89781

Recruiter 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...