IFA Administrator

Overview

IFA Administrator role within a large national Financial Planning business. Recruit Wealth are representing a significant national client, seeking an experienced IFA Administrator to join a regional office as part of a thriving network across the UK. The business provides high-quality financial advice across pensions, investments and long-term financial planning and is committed to investing in its people and long-term careers.

• Managing client correspondence and maintaining strong client relationships
• Processing new business applications across pensions, investments and protection
• Preparing client review packs and meeting documentation
• Arranging client meetings and managing financial planner diaries
• Requesting provider illustrations and product information
• Maintaining accurate, well-presented and compliant client records on internal systems
• Handling client enquiries, provider communication and requests
• Providing general back-office and operational support using Intelligent Office – IO
• Ensuring all administration is carried out in line with internal procedures and regulatory standards

One of the key attractions is a clear and structured career pathway. Progression opportunities include:

• Trainee Paraplanner
• Paraplanner
• Financial Adviser

Importantly, this is not a requirement; the client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team.

The client is known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including:

• 25 days holiday plus bank holidays
• Your birthday off
• Annual salary reviews
• Staff recognition and awards programmes
• Study support for professional industry qualifications
• Adviser Academy – comprehensive in-house training programme
• Clear career progression opportunities
• Hybrid and flexible working arrangements
• Additional holiday purchase scheme
• Life assurance
• Company pension
• Corporate eye-care cover

This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm.

• Previous experience within IFA/Financial Planning administration
• Strong organisational skills and exceptional attention to detail
• Excellent communication and client service skills
• The ability to manage multiple priorities in a busy team environment
• Confidence using Microsoft Office and financial planning systems

The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers.

Recruit Wealth have worked closely with this organisation for many years and hold them in high regard within the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response.

Location:

Halesowen, West Midlands | Salary: £30000 - £32000 per year | Job type:
Permanent | Posted: 02/04/2026

Apply for this vacancy