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Senior IFA Administrator
Job in
Loughborough, Leicestershire, LE11, England, UK
Listed on 2026-01-13
Listing for:
North Oak Recruitment
Full Time
position Listed on 2026-01-13
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Senior IFA Administrator (Our )
Quorn, , Leicestershire (Hybrid option available 3 days in office, 2 days at home)
Salary £26,000 - £29,000 depending on experience
My client is a Chartered Financial Planner and due to continued growth, they now have an exciting new opportunity for an experienced IFA Administrator to join their team.
The role will be varied and you will work closely with the Director and office manager, in providing a first-class service to their clients. Whilst an individual who wishes to remain in an administrative support role is very much welcomed, there is also the possibility of being supported to take CII qualifications and work towards other roles as they become available.
Mainresponsibilities
- Working closely with the Director and Office Manager
- Managing client reviews, both pre-and-post meeting
- Preparing Suitability Reports from templates
- Occasional client facing meetings
- Processing new business and ensuring smooth and timely completion
- Ensuring processes followed and FCA standards are met
Position Requirements
10+ Years
work experience
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