IFA Administrator

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK.

This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning.

With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long-term careers.

This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team.

You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience.

• 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 of joining this business is the clear and structured career pathway available.

For those who wish to develop their career further, the firm offers progression opportunities into:

• Trainee Paraplanner
• Paraplanner
• Financial Adviser

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

• 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