IFA Admin & Client Service Specialist (Hybrid)

Recruit Wealth Limited; Warwick; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Private pension

Generous holiday allowance

Financial wellbeing support

Exam support and ongoing professional development

Job summary

Recruit Wealth Limited is seeking experienced IFA Administrators to support Financial Planners and ensure clients receive exceptional service. Located in Warwick, this role involves obtaining information, processing new business, and preparing reports. Candidates should have strong knowledge of financial products, excellent attention to detail, and communication skills. The position offers hybrid working, a competitive salary of £30,000 - £35,000 per year, and numerous employee benefits including private pensions and professional development opportunities.

Qualifications

• Experience within an IFA/Financial Planning environment.
• Strong knowledge of pensions and investment products.
• Excellent organisation and attention to detail.

Responsibilities

• Obtaining provider information and client illustrations.
• Processing new business across pensions, investments and protection.
• Submitting applications to providers and platforms.
• Running risk profiler results via FE Analytics.
• Preparing client valuation reports.

Skills

Experience within an IFA/Financial Planning environment

Strong knowledge of pensions and investment products

Excellent organisation and attention to detail

Strong communication and client service skills

Proactive and collaborative approach

Job description

Recruit Wealth Limited is seeking experienced IFA Administrators to support Financial Planners and ensure clients receive exceptional service. Located in Warwick, this role involves obtaining information, processing new business, and preparing reports. Candidates should have strong knowledge of financial products, excellent attention to detail, and communication skills. The position offers hybrid working, a competitive salary of £30,000 - £35,000 per year, and numerous employee benefits including private pensions and professional development opportunities.