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IFA Administrator: Path to Paraplanner + Study
Job in
Chesham, Buckinghamshire, HP5, England, UK
Listed on 2026-07-23
Listing for:
Recruit Wealth Limited
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst
Job Description & How to Apply Below
Recruit Wealth Limited is seeking an experienced IFA Administrator to join a leading national financial planning firm at their Chesham office. You will work with Financial Planners and Paraplanners to deliver a smooth, professional planning experience for clients.
The role involves managing client communications, processing applications across pensions, investments and protection, and preparing review packs. A strong focus on accuracy, compliance and excellent service is essential.
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