IFA Administration Specialist - Wealth Management Support

CKB Recruitment Ltd; Broadway; On-site; GBP 27,000 - 32,000; Full time

Benefits offered by this job

Birthday day off (paid)

Private medical insurance

Group income protection

Critical illness & life insurance

Electric car scheme

Casual dress code

Training and development

Supportive work environment

Job summary

CKB Recruitment Ltd is recruiting for an experienced IFA Administrator to join a well-established financial planning firm in Worcestershire. You will provide high-quality admin support to advisers and manage the client journey with accuracy and discretion.

The role demands prior IFA administration or wealth management experience, strong organisation, and excellent communication. Salary ranges reflect experience, with comprehensive benefits and a supportive team environment.

Qualifications

• Previous experience in an IFA administration, financial planning support or wealth management administration role.
• Experience supporting financial advisers and processing financial-services business.
• A working understanding of financial products, provider processes and the regulated advice environment.
• Excellent organisation and time-management skills.
• Five GCSEs at grade C/4 or above, or equivalent, including Maths and English.
• Knowledge of Intelligent Office would be advantageous.

Responsibilities

• Processing new business applications and associated client documentation
• Chasing providers and monitoring applications through to completion
• Responding professionally to enquiries from clients, advisers and product providers
• Preparing quotations, applications and key information for client meetings
• Completing electronic identity verification and maintaining accurate client data
• Supporting advisers with client cash management and placing trades through provider platforms
• Maintaining client and policy records using Intelligent Office
• Uploading, checking and organising documentation in line with company procedures
• Managing incoming calls, correspondence and documentation
• Taking ownership of assigned tasks and ensuring deadlines are met
• Supporting the wider team in delivering an efficient and consistently high standard of client service
• Handling confidential client information securely and in accordance with regulatory requirements

Skills

IFA administration

Financial planning support

Wealth management administration

Organisational skills

Time management

Communication skills

Attention to detail

GCSEs Maths & English

Education

GCSEs (Maths & English)

Tools

Intelligent Office

Job description

CKB Recruitment Ltd is recruiting for an experienced IFA Administrator to join a well-established financial planning firm in Worcestershire. You will provide high-quality admin support to advisers and manage the client journey with accuracy and discretion.

The role demands prior IFA administration or wealth management experience, strong organisation, and excellent communication. Salary ranges reflect experience, with comprehensive benefits and a supportive team environment.