Financial Planning Administrator — Hybrid & Study Support

Recruit Wealth Limited; Market Rasen; Hybrid; GBP 28,000 - 30,000; Full time

Benefits offered by this job

25 days holiday plus bank holidays

Birthday off

Annual salary reviews

Study support for professional qualifications

Hybrid and flexible working arrangements

Life assurance

Company pension

Job summary

Recruit Wealth Limited is seeking an experienced IFA Administrator in Market Rasen to be part of a successful financial planning team. The role involves managing client correspondence, processing applications across financial services, and providing operational support.

We value experienced administrators and offer a supportive culture with opportunities for career growth, including comprehensive training and flexible working arrangements. Salary ranges from £28,000 to £30,000 per year.

Qualifications

• Previous experience within IFA/Financial Planning administration.
• Exceptional attention to detail and strong organisational skills.
• Excellent communication and client service skills.

Responsibilities

• Manage client correspondence and maintain strong client relationships.
• Process new business applications across pensions, investments and protection.
• Prepare client review packs and meeting documentation.
• Arrange client meetings and manage financial planner diaries.
• Request provider illustrations and product information.
• Maintain accurate client records on internal systems.
• Handle client enquiries and provider communication.
• Provide back-office and operational support.

Skills

Organisational skills

Attention to detail

Communication skills

Client service skills

Microsoft Office proficiency

Tools

Intelligent Office – IO

Job description

Recruit Wealth Limited is seeking an experienced IFA Administrator in Market Rasen to be part of a successful financial planning team. The role involves managing client correspondence, processing applications across financial services, and providing operational support.

We value experienced administrators and offer a supportive culture with opportunities for career growth, including comprehensive training and flexible working arrangements. Salary ranges from £28,000 to £30,000 per year.