Financial Services Administrator

Posted:	09/12/25
Recruiter:	Ellis James Partners Ltd
Reference:	3043968525
Type:	Permanent
Salary:	£25,000 - £30,000 Annual
Location:	Leicestershire
Description:	Job Title: Financial Services Administrator Location: Ashby-de-la-Zouch Salary: £25,000 - £30,000 A leading practice in Ashby-de-la-Zouch is seeking an experienced SJP/IFA Administrator to join their growing team. In this role, you will work closely with Advisors and the Administration Lead to ensure smooth business processing, high-quality client service, and preparation for client meetings. Key Responsibilities First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience. Case Management: Proactively manage client cases, supporting them throughout the application process. Compliance & Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations. Operational Support: Work with the Administration Manager to streamline office procedures and improve efficiency. Team Collaboration: Assist Financial Advisers with client-related administration and coordination. General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks. What You'll Need to Succeed Previous experience in a professional financial services environment. (SJP preferred) Excellent communication and interpersonal skills, with the ability to build trusted client relationships. Strong organisational abilities and the capacity to manage multiple tasks effectively. A proactive, solutions-focused mindset with a commitment to delivering outstanding service. If you're experienced in IFA administration and pride yourself on high-quality work and wants to be part of a team that truly values what you do - this could be the perfect next step.
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Financial Services Administrator

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