IFA Administrator

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

Join a Modern, Fast Growing & Forward-Thinking Financial Planning Business!

Recruit Wealth are delighted to be representing a highly ambitious and fast growing, national Financial Planning business in their search for an experienced IFA Administrator to join their Westerham regional offices.

This is an outstanding opportunity for an experienced Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management.

You ll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business.

The Opportunity

As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey.

This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment.

The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence.

Key Responsibilities

• Managing the end-to-end new business administration process
• Processing new business accurately and efficiently within agreed 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

What We re Looking For

We are keen to speak with individuals who have:

• Previous experience within a Financial Planning and/or Wealth Management
• Experience working in a Client Administrator, Financial Services Administrator or similar support role
• Strong organisational skills with excellent attention to detail
• The ability to manage multiple priorities within a busy environment
• Excellent communication and relationship-building skills
• A proactive and team-focused approach
• Good working knowledge of Microsoft Office and provider platforms & back office systems
• Experience using financial planning back-office systems.

Why Apply?

• Join a highly respected and growing Financial Planning business
• Work within a supportive and collaborative culture
• Genuine opportunities for progression and development
• Modern systems and technology-focused environment
• Be part of a business committed to delivering outstanding client outcomes
• Hybrid working

Benefits of joining the business:

28 days holiday plus Bank Holidays, Death in Service, Private Medical Insurance, Group Income Protection, Employee Assistance Program, Medicash, Private Pension, Discretionary, up to 10% company annual bonus, Hybrid/Work from home, Full support for further professional qualifications.