IFA Administrator

Recruit Wealth Limited; Borehamwood; Hybrid; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Hybrid/Work from home

Private Pension

Discretionary bonus (up to 10%)

Group Income Protection

Employee Assistance Program

Job summary

Recruit Wealth Limited in Borehamwood is seeking an experienced IFA Administrator to join their modern financial planning team. You will be part of a technology-driven organisation that transforms client and adviser experiences within Wealth Management.

You will support Financial Planners, Paraplanners and operations to ensure clients receive exceptional service throughout their financial planning journey. The role suits someone who enjoys organisation, relationships and delivering outstanding

Qualifications

• Experience in Financial Planning or Wealth Management
• Strong organisational skills with attention to detail
• Ability to manage multiple priorities in a busy environment
• Excellent communication and relationship-building skills
• Proactive and team-focused approach

Responsibilities

• Manage end-to-end new business administration processes
• Process new business accurately within service standards
• Liaise with providers, solicitors, accountants and third parties
• Handle Letters of Authority and provider follow-ups
• Support Financial Planners with pipeline management and client servicing
• Maintain accurate, compliant client records across systems
• Assist with meeting preparation and ongoing client communications
• Manage incoming/outgoing correspondence and documentation
• Deliver exceptional client service via telephone and email
• Support process improvements and operational efficiencies

Skills

Client servicing

Organisational skills

Communication

MS Office

Tools

Provider platforms

Microsoft Office

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 Borehamwood 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.

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