New Business Admin

Job 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.