Financial Services Administrator

Job Title: Financial Services Administrator
Location: Ashby-de-la-Zouch
Salary: £25,000 - £30,000

A leading practice in Ashby-de-la-Zouch is seeking an experienced SJP/IFA Administrator to join their growing team.

In this role, you will work closely with Advisors and the Administration Lead to ensure smooth business processing, high-quality client service, and preparation for client meetings.

Key Responsibilities

• First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience.
• Case Management: Proactively manage client cases, supporting them throughout the application process.
• Compliance & Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations.
• Operational Support: Work with the Administration Managerto streamline office procedures and improve efficiency.
• Team Collaboration: Assist Financial Advisers with client-related administration and coordination.
• General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks.

What You'll Need to Succeed

• Previous experience in a professional financial services environment. (SJP preferred)
• Excellent communication and interpersonal skills, with the ability to build trusted client relationships.
• Strong organisational abilities and the capacity to manage multiple tasks effectively.
• A proactive, solutions-focused mindset with a commitment to delivering outstanding service.

If you're experienced in IFA administration and pride yourself on high-quality work and wants to be part of a team that truly values what you do - this could be the perfect next step.