New Business Admin

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 ..... full job details .....