IFA Admin & Client Services — Hybrid, Flexible Hours

Recruit Wealth Ltd; Lincoln; Hybrid; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Annual company bonus

Flexible working

Hybrid working

Company share scheme

Comprehensive benefits

Job summary

Recruit Wealth Ltd is working with a leading advisory business to appoint several IFA Administrators to join its administration team in the UK. The role focuses on delivering high-quality client service within a collaborative environment.

You'll support Financial Advisers and Paraplanners across new business, client servicing, investments and pensions, with ownership of your workload and a proactive, team-focused approach. Hybrid working and a strong people culture are on offer.

Qualifications

• Previous experience within Financial Services/IFA Administration.
• Good knowledge of investments, pensions and protection.
• Experience dealing with advisers, providers and clients.
• Excellent attention to detail and organisational skills.

Responsibilities

• Preparing documentation for client meetings and suitability work.
• Processing new business and applications.
• Managing Letters of Authority and provider correspondence.
• Preparing valuations and updating platforms.
• Maintaining accurate client records and policy information.
• Liaising with clients, providers and internal teams by phone and email.
• Keeping client files and records fully up to date.
• Supporting advisers and paraplanners with day-to-day administration.
• Assisting with compliance and regulatory requirements.
• Providing a professional and responsive service to clients.
• Supporting occasional local marketing and wider business initiatives.

Skills

Financial Services experience

IFA Administration

Client-focused

Attention to detail

Strong written and verbal comms

Team player

Proactive

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft Teams

Job description

Recruit Wealth Ltd is working with a leading advisory business to appoint several IFA Administrators to join its administration team in the UK. The role focuses on delivering high-quality client service within a collaborative environment.

You'll support Financial Advisers and Paraplanners across new business, client servicing, investments and pensions, with ownership of your workload and a proactive, team-focused approach. Hybrid working and a strong people culture are on offer.