IFA Administration Specialist | Wealth Planning Support
Listed on 2026-10-10
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Finance & Banking
Financial Analyst, Office Administrator/ Coordinator, Finance Assistant, Business Administration
Recruit Wealth Ltd is seeking an experienced IFA Administrator to join one of its regional offices as part of a leading national financial planning business. You will support Financial Planners and Paraplanners, manage client correspondence, process applications across pensions, investments and protection, and help maintain compliant client records using Intelligent Office.
This role offers clear progression into Paraplanner or Adviser roles within a supportive team and a competitive benefits
We have an opening for a IFA Administration Specialist | Wealth Planning Support in Bletchley, England, United Kingdom within Human Resources.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the IFA Administration Specialist | Wealth Planning Support role at Recruit Wealth Ltd, based in Bletchley, England, United Kingdom.
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