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Permanent

IFA Administrator

Leicester
money-bag 28500.00-28500.00 Annual
3121138360
Posted Yesterday

Job Title: Technical AdministratorIndustry: Financial AdviceLocation: Leicester Salary: £28,500 - 30,000 DOEReference Number: 10017Job Description:Recruit UK is working on an exciting opportunity for a Technical Administrator to join a market-leading Independent Financial Adviser firm based in Leicester, specialising in a wide range of services from investment advice to retirement planning.As a Technical Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients.Responsibilities: Handle new business applications and liaise with providers to ensure timely completionPrepare client appointment packs and manage adviser diariesEnsure all documentation meets FCA regulatory standardsGather data for cash flow modelling and portfolio analysisWhat''s in it for you:Starting salary of £28,500 - £30,000 depending on experienceAnnual salary review25 days holiday plus bank holidaysPension starts with auto-enrolment and increases to up to a 10% employer contribution after three months.Fantastic work cultureFree parking on siteSkills and experience required:A minimum of two years'' experience working as an IFA Administrator within a Wealth Management or IFA firm, supporting one to two advisorsExperience with basic suitability report writing is preferredExposure to the Curo platform is advantageousGet in touch or apply online to find out more about this

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