IFA Administrator

Job Title: Technical Administrator

Industry: Financial Advice

Location: Leicester (Office-based)

Salary: £28,500 - 30,000 DOE

Reference Number: 10017

Job Description:

Recruit UK is working on an exciting opportunity for a Technical Administrator to join a market-leading Independent Financial Adviser firm based in Leicester, specialising in a wide range of services from investment advice to retirement planning.

As a Technical Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients.

Responsibilities:

• Handle new business applications and liaise with providers to ensure timely completion
• Prepare client appointment packs and manage adviser diaries
• Ensure all documentation meets FCA regulatory standards
• Gather data for cash flow modelling and portfolio analysis

What's in it for you:

• Starting salary of £28,500 - £30,000 depending on experience
• Annual salary review
• 25 days holiday plus bank holidays
• Pension starts with auto-enrolment and increases to up to a 10% employer contribution after three months.
• Fantastic work culture
• Free parking on site

Skills and experience required:

• A minimum of two years' experience working as an IFA Administrator within a Wealth Management or IFA firm, supporting one to two advisors
• Experience with basic suitability report writing is preferred
• Exposure to the Curo platform is advantageous

Get in touch or apply online to find out more about this opportunity!

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.