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New Business Admin

Posted: 05/12/25
Recruiter:Integro Partners
Reference:3041527852
Type:Permanent
Salary:£28,000 - £30,000 Annual
Location:Blaby, Leicestershire
Description: IFA Administrator Leicester Salary: Up to £30,000 (depending on experience)

Location: Leicester (office-based)
We are seeking an experienced IFA Administrator to join our team and provide dedicated, long-term support to one of our Independent Financial Advisers. This is a fantastic opportunity for a detail-oriented professional with a strong background in Financial Services Administration, looking to progress their career in a supportive and professional environment.
This is a desk-based, in-office position, where you ll play a key role in ensuring a first-class service to both clients and colleagues.
Key Responsibilities
  • Manage all Letters of Authority (LOA) processes and provider liaison.
  • Prepare valuations, appointment packs, and undertake general administrative duties.
  • Handle telephony with providers and clients in a professional manner.
  • Support with cash flow modelling, portfolio comparison analytics, and attitude-to-risk questionnaires.
  • Action fund switches and prepare corresponding suitability letters.
  • Provide diary management and client appointment preparation for the Adviser.
  • Process new business applications from start to completion, ensuring accuracy and compliance.
  • Handle death claims with professionalism and empathy.
  • Maintain clear, accurate, and compliant client records.
  • Ensure compliance with FCA regulations, company policies, and financial crime procedures (AML, data security, anti-bribery).
  • Keep up to date with relevant product, technical, and legislative changes.
  • Attend team meetings, training sessions, and contribute to process improvements.
Skills & Experience Required
  • Minimum 5 years Administration experience, with at least 2 years in Financial Services.
  • Strong knowledge of financial services processes, regulations, and compliance (advantageous).
  • Proficient in Microsoft Word, Excel, and Outlook. Experience with back-office systems (e.g., Xplan/Curo) is desirable.
  • Excellent communication skills both written and verbal.
  • Strong organisational skills with the ability to prioritise and meet deadlines.
  • Self-motivated, adaptable, and able to work with minimal supervision.
  • A collaborative team player with a proactive approach and high attention to detail.
  • Professional, courteous, and well-presented.
What We Offer Competitive salary up to £30,000 depending on experience.
A supportive and collaborative working environment.
Opportunity to work closely with an Adviser, gaining valuable exposure to technical areas of wealth management.
Ongoing training and development opportunities.

If you re an experienced IFA Administrator or Financial Services professional looking to take the next step in your career, we d love to hear from you.

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