×
Register Here to Apply for Jobs or Post Jobs. X

IFA Administrator

Job in Warwick, Warwickshire, CV34, England, UK
Listing for: Recruit Wealth Ltd
Full Time position
Listed on 2026-07-07
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst, Financial Compliance
Salary/Wage Range or Industry Benchmark: 30000 - 45000 GBP Yearly GBP 30000.00 45000.00 YEAR
Job Description & How to Apply Below

Recruit Wealth are delighted to be representing one of the UK's most recognised and respected national Financial Planning and Wealth Management names.
Our client provides independent, expert financial advice with exceptional client service at the heart of everything they do. With 30+ offices nationwide and over 200 Financial Planners, the business has built a strong reputation as a leading name in UK Financial Planning and continues to grow rapidly.

The Role

Working closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first‑class, efficient and compliant service.

  • Obtaining provider information (LOAs) and client illustrations
  • Processing new business across pensions, investments and protection
  • Submitting applications to providers and platforms
  • Running risk profiler results via FE Analytics
  • Assisting with research and fund switch reports
  • Preparing client valuation reports and review documentation
  • Processing withdrawals and client instructions
  • Maintaining accurate client records in the back‑office system
  • Liaising with clients and providers to resolve queries
  • What We're Looking For
    • Experience with in an IFA/Financial Planning environment
    • Strong knowledge of pensions and investment products
    • Excellent organisation and attention to detail
    • Strong communication and client service skills
    • A proactive and collaborative approach
    What's On Offer
    • Competitive salary
    • Hybrid working – 3 days office/2 days home
    • Private pension
    • Generous holiday allowance, increasing with service
    • Group life cover, x4 salary
    • Income protection
    • Company sick pay
    • Employee Assistance Programme
    • Financial wellbeing support
    • Exam support and ongoing professional development
    • Clear progression opportunities, including Paraplanning

    This is an excellent opportunity to join a fast‑growing, well‑respected Financial Planning name, backed by private equity.

    If you're an experienced IFA Administrator looking to join a supportive, professional and forward‑thinking organisation, we'd love to hear from you.

    Please apply to us here at Recruit Wealth for an immediate response.

    #J-18808-Ljbffr
    Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
    To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
     
     
     
    Search for further Jobs Here:
    (Try combinations for better Results! Or enter less keywords for broader Results)
    Location
    Increase/decrease your Search Radius (miles)
    0
    200
    Filters
    Education Level
    Experience Level (years)
    Posted in last:
    Salary