IFA Administrator
5 days ago
Job description Are you an experienced IFA Administrator or Client Relationship Manager (CRM) looking for a role where you can combine strong client-facing skills with financial services expertise?What's on OfferCompetitive salary of upto £35k and benefits.Hybrid working flexibility and a supportive, collaborative team environment.Opportunity to work closely with advisers and specialist teams, managing a diverse client portfolio.Exposure to a wide range of financial products and services, with clear opportunities for career development.The chance to make a real impact by delivering exceptional client experiences in a structured and well-supported environment.The RoleReporting to the Team Leader, you will act as the first point of contact for clients and advisers, ensuring day-to-day communication runs smoothly and client needs are met efficiently. You will build strong relationships, provide essential context to specialist teams, and help deliver integrated wealth management solutions.Key ResponsibilitiesServe as the primary day-to-day contact for an assigned client portfolio, acting as their advocate and ensuring their needs are met.Build and maintain strong relationships with clients, advisers, and internal stakeholders.Connect clients with relevant expertise and provide specialist teams with essential client insights.Proactively manage client affairs, monitor progress on requests, and ensure timely resolution.Prepare for and participate in client meetings, producing high-quality documentation and communications.Process standard administrative tasks, maintain client files, and ensure all records are up to date.Follow all AML, compliance, and regulatory procedures, including FCA and HMRC requirements.Plan, organise, and prioritise workload to meet agreed service standards.Experience & Skills RequiredProven experience in IFA administration or client relationship management within financial services.Some knowledge of SIPP & SSAS pensions, ISAs, VCTs, and GIAs.Strong awareness of compliance, regulatory requirements, and client protection protocols.Excellent communication, organisation, and time management skills.Ability to build relationships with clients and internal teams while maintaining professional discretion.Proactive, detail-oriented, and committed to delivering a high-quality client experience.If you are an experienced financial services professional passionate about client service and administration, this role offers the chance to develop your career while supporting advisers and clients in a structured and well-supported environment.
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IFA Administrator
15 hours ago
Leicester, United Kingdom IDEX Consulting Ltd Full timeIFA Administrator/Client Relationship Manager Leicester | Up to £35k + Excellent Benefits | Hybrid Working I’m recruiting for a standout IFA Administrator/Client Relationship Manager role with one of the UK’s leading wealth management and employee benefits businesses. If you’re currently working as an IFA Administrator or CRM and enjoy blending client...
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Ifa Administrator
2 weeks ago
Leicester, United Kingdom Clever-HR Full timeOur client is a well-established Financial Services business based in the East Midlands. The company seek an IFA Administrator to join the firm, where you will get a competitive salary, employee benefits and the opportunity to further develop your careerwithin the Financial Planning industry. As IFA Administrator, you will undertake the following tasks: -...
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IFA Administrator
1 day ago
Leicester, United Kingdom Ortus PSR Ltd. Full timeJob Title: Technical Administrator – IFA Support | Financial Services | Office-Based Company Overview Our client is a highly reputable and well-established Independent Financial Advisory (IFA) firm, known for delivering expert financial planning and wealth management services to a loyal client base. With a focus on integrity, compliance, and exceptional...
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Administrator - Independent Financial Adviser (Ifa)
15 hours ago
Leicester, United Kingdom IDEX Consulting Ltd Full timeIFA Administrator/Client Relationship Manager Leicester | Up to £35k + Excellent Benefits | Hybrid Working I’m recruiting for a standout IFA Administrator/Client Relationship Manager role with one of the UK’s leading wealth management and employee benefits businesses. If you’re currently working as an IFA Administrator or CRM and enjoy...
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IFA Administrator
3 days ago
Leicester, United Kingdom IDEX Consulting Full timeAre you an experienced IFA Administrator or Client Relationship Manager (CRM) looking for a role where you can combine strong client-facing skills with financial services expertise? What's on Offer Competitive salary of upto £35k and benefits. Hybrid working flexibility and a supportive, collaborative team environment. Opportunity to work closely with...
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IFA
2 weeks ago
Leicester, United Kingdom Pinstripe Personnel Full timeIndependent Financial AdviserRemote / Home BasedClient Base ProvidedSalary £60,000 - £70,000 plus bonuses OTE £80,000 - £100,000A Independent Financial Planning firm based in the Midlands is looking to appoint an experienced Financial Adviser or IFA. They have built the firm on the back of the lifelong partnerships and close personal connections they...
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Hybrid IFA
3 days ago
Leicester, United Kingdom IDEX Consulting Full timeA financial services consultancy in Leicester is seeking an experienced IFA Administrator or Client Relationship Manager. The role combines client-facing responsibilities with financial expertise and offers a competitive salary of up to £35k with benefits. Responsibilities include managing a client portfolio, ensuring compliance, and participating in client...
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Ifa Administrator, Leicester
2 weeks ago
Leicester, United Kingdom Clever-HR Full timeOur client is a well-established Financial Services business with an excellent reputation across the Midlands. In business since the 1980’s, the company has grown significantly throughout this period and continues to provide their clients with unrivalledsupport and expertise. You will provide a point of contact for IFA and Clients and process New Business...
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Wealth Management IFA Admin Specialist
3 days ago
Leicester Forest East, United Kingdom North Oak Recruitment Full timeA reputable financial services firm in Leicester Forest East is seeking an experienced IFA Technical Administrator. This full-time position involves managing client interactions, processing new business applications, and ensuring compliance in an office-based environment. Applicants should have at least 5 years of administration experience, including 2 years...
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Onboarding Administrator
5 days ago
Leicester, United Kingdom Flowers Associates Full time**Onboarding Administrator** Location: Leicester **Salary**: £18,000 - £21,000 DOE Hours: Full time, Monday to Friday 9-5:15pm with 1 hour lunch break Permanent Vacancy Are you an experienced administrator within the financial services sector? Do you have exceptional organisational skills? Would you like to have the opportunity to further develop your...
