Express Recruitment
IFA Administrator
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Looking to build a long-term career within Financial Planning rather than just another administration role?
An exciting opportunity has arisen for an IFA Administrator to join a well-established and growing Independent Financial Planning practice with an excellent reputation for delivering tailored financial advice and exceptional client service. This is far more than a traditional administration position, offering the chance to become an integral part of a close-knit team whilst gaining invaluable exposure across all aspects of wealth management.
This role is ideally suited to someone with previous Financial Services administration experience who is looking to take the next step in their career. Working closely with experienced Financial Advisers and Paraplanners, you'll play a key role in supporting the client journey whilst developing your own technical knowledge across pensions, investments and protection. The business is passionate about investing in its people and offers a genuine, structured career pathway into Paraplanning and, ultimately, Financial Advice, making this an excellent long-term opportunity for someone ambitious and eager to progress.
In return, the successful candidate will receive:
- Salary of c£25,000 - £30,000 per annum
- Company pension scheme
- Fully funded professional qualifications including support towards the Level 4 Diploma in Regulated Financial Planning
- One-to-one mentoring from experienced Advisers and Paraplanners
- Ongoing professional development
- Genuine long-term career progression within a successful and expanding Wealth Management business as quickly as you’re able to take it on.
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Skills & Experience
- Previous administration experience within an IFA, Wealth Management, or Financial Planning environment
- Excellent organisational skills with the ability to manage multiple priorities and deadlines
- Strong communication skills with exceptional attention to detail
- Good working knowledge of Microsoft Office and experience using CRM systems such as Intelligent Office, Xplan, or Salesforce
- Level 4 Diploma in Regulated Financial Planning (or working towards) would be advantageous, although support will be provided for the right candidate
Roles & Responsibilities
- Provide comprehensive administrative support to Financial Advisers, ensuring an efficient client journey from enquiry through to completion
- Prepare client documentation, process new business applications, and maintain accurate client records in line with FCA requirements
- Liaise with providers, clients, and third parties to obtain information and progress applications efficiently
- Support client reviews by preparing documentation, valuations, and suitability paperwork
- Maintain accurate CRM records whilst ensuring all compliance documentation is completed to a high standard
About Express Recruitment
Express Recruitment has been offering exceptional recruitment solutions across the East Midlands since 1987, “exceeding expectations every time” of over 267,000 candidates. We supply a diverse range of sectors including Engineering, Technology, Professional Services, Languages, Sales & Marketing, Call Centres, Commercial, Manufacturing, Local Authority, NHS, Education and Voluntary organisations. Find all of our current vacancies on 👉 https://bit.ly/3IaEnI7. Not quite found the right role for you yet? Let us do the scrolling for you! Your search for a new role has never been so easy, just fill in our contact form on https://bit.ly/3NHa9NR or give us a call on 0115 924 0010 and we will do the rest for you.
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Job Location
Leicester, Leicestershire
Salary
c£25,000 - £30,000 Per Annum D.O.E
Job Type and Hours
Monday - Friday, Full Time (Hybrid working available)
How to Apply
Interested candidates can send their resumes to jobs@express-recruitment.co.uk mentioning the Job Title in the subject line. Unfortunately, we are unable to contact all candidates due to the large volume of applications we receive. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future. This vacancy is being advertised on behalf of Express Recruitment Ltd. The services advertised by Express Recruitment Ltd. are those of an Employment Agency.
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