Hybrid IFA Administrator – Modern Wealth Management Support

Recruit Wealth Ltd; Biggin Hill; Hybrid; GBP 27,000 - 36,000; Full time

Benefits offered by this job

Hybrid working

28 days holiday + bank holidays

Private Medical Insurance

Group Income Protection

Employee Assistance Program

Discretionary bonus up to 10%

Support for professionalQualifications

Job summary

Recruit Wealth Ltd, a modern financial planning business, is seeking a Client Administrator to support Financial Planners, Paraplanners and the wider operational teams, ensuring exceptional service throughout the client journey, in a national, ambitious environment.

You'll thrive in a fast-paced, technology-driven environment with a strong focus on client outcomes, collaboration and professional development, plus hybrid working, progressive exposure to wealth management tech, and clear

Qualifications

• Experience in Financial Planning and Wealth Management environments.
• Experience in Client Administrator or similar support roles.
• Excellent organizational skills and attention to detail.
• Proactive, team-focused with strong communication.

Responsibilities

• Managing the end-to-end new business administration process
• Processing new business accurately within service standards
• Liaising with providers, solicitors, accountants and third parties
• Handling Letters of Authority and provider follow-ups
• Supporting Financial Planners with pipeline management and client servicing
• Maintaining accurate and compliant client records across internal systems
• Assisting with meeting preparation and ongoing client communications
• Managing incoming and outgoing correspondence and documentation
• Delivering exceptional client service via telephone and email
• Supporting process improvements and operational efficiencies across the business

Skills

Organisational skills

Attention to detail

Multitasking

Communication skills

Relationship building

Team player

Microsoft Office

Back office systems

Tools

Financial planning software

Provider platforms

CRM systems

Job description

Recruit Wealth Ltd, a modern financial planning business, is seeking a Client Administrator to support Financial Planners, Paraplanners and the wider operational teams, ensuring exceptional service throughout the client journey, in a national, ambitious environment.

You'll thrive in a fast-paced, technology-driven environment with a strong focus on client outcomes, collaboration and professional development, plus hybrid working, progressive exposure to wealth management tech, and clear