IFA Administration Specialist | Wealth Planning Support

Recruit Wealth Ltd; Bletchley; On-site; GBP 26,000 - 32,000; Full time

Benefits offered by this job

25 days holiday

Birthday off

Salary reviews

Holiday purchase

Life assurance

Pension

Staff recognition

Study support

Adviser Academy

Eye-care

Job summary

Recruit Wealth Ltd is seeking an experienced IFA Administrator to join one of its regional offices as part of a leading national financial planning business. You will support Financial Planners and Paraplanners, manage client correspondence, process applications across pensions, investments and protection, and help maintain compliant client records using Intelligent Office.

This role offers clear progression into Paraplanner or Adviser roles within a supportive team and a competitive benefits

Qualifications

• Experience within IFA/Financial Planning/Wealth Management administration
• Strong organisational skills and exceptional attention to detail
• Excellent communication and client service skills
• Ability to manage multiple priorities in a busy team environment
• Confidence using Microsoft Office and financial planning systems
• Good provider, pension and investment knowledge

Responsibilities

• Managing client correspondence and maintaining existing and new client relationships
• Processing new business applications across pensions, investments and protection
• Preparing annual review packs and further meeting documentation
• Arranging client meetings and managing financial planner diaries
• Requesting provider illustrations and product information
• Maintaining accurate, well-presented and compliant client records on internal systems
• Handling client enquiries, provider communications and further requests
• Providing general back-office and operational support using Intelligent Office
• Ensuring all administration is carried out in line with internal procedures and compliance regulatory standards

Job description

Recruit Wealth Ltd is seeking an experienced IFA Administrator to join one of its regional offices as part of a leading national financial planning business. You will support Financial Planners and Paraplanners, manage client correspondence, process applications across pensions, investments and protection, and help maintain compliant client records using Intelligent Office.

This role offers clear progression into Paraplanner or Adviser roles within a supportive team and a competitive benefits