Regional Recruitment
IFA Administrator
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Financial Services Administrator - Wanted - Immediate Start! Leicester Based | Salary: £30,000-£35,000 Permanent, Full-Time
Are you an experienced Financial Services Administrator?
Regional Recruitment is recruiting for an established and growing financial planning firm. They are seeking a skilled Financial Services Administrator to support advisers and deliver an exceptional client experience. This is an excellent opportunity to join a professional office environment and play a key role in supporting the financial planning process while contributing to the continued growth of the business.
What's on Offer:
- Competitive salary
- 25 days annual leave plus bank holidays
- Company pension scheme
- Private medical insurance
Qualifications
Essential:
- Minimum 5 years' experience within a financial services role
- Strong understanding of financial planning processes and client documentation
- Excellent organisational skills with a high level of accuracy and attention to detail
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Desirable:
- Experience with financial planning tools, research software, or cashflow modelling systems
- Knowledge of investment, pension and protection products
Roles & Responsibilities
- Act as the first point of contact for clients via telephone, email, and in person
- Manage incoming and outgoing correspondence, including post and electronic communications
- Maintain accurate client records and upload documentation to internal systems
- Liaise with providers to obtain policy information and progress outstanding requests
- Process letters of authority and maintain client documentation
- Support advisers with file preparation, client reviews, and post-meeting administration
- Prepare portfolio summaries, valuations, and annual review documentation
- Attend meetings when necessary to provide administrative support to advisers
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Requirements
The successful candidate will be proactive, professional, highly organised, and capable of managing multiple priorities in a fast-paced financial services environment.
About Regional Recruitment
This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors.
If this Financial Services Administrator role is right for you - Click to apply below. Alternatively call Chloe Raitt on 0116 485 0057.
To explore more roles available across the UK, please visit www.regionalrecruitment.com.
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