IFA Administrator

Recruit Wealth Ltd; Borehamwood; Hybrid; GBP 26,000 - 36,000; Full time

Benefits offered by this job

28 days holiday

Death in Service

Private Medical Insurance

Group Income Protection

Employee Assistance Program

Medicash

Private Pension

Discretionary

Job summary

Recruit Wealth Ltd is seeking an experienced Client Administrator to support Financial Planners and the wider operational team in Borehamwood. You will manage end-to-end new business administration, ensure accuracy, and deliver outstanding client service via phone and email.

In this hybrid role, you will liaise with providers and third parties, maintain compliant client records, and contribute to process improvements while developing your expertise in financial planning and wealth management.

Qualifications

• 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.

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

Skills

Excellent communication

Relationship building

Organisational skills

Multitasking

Microsoft Office

Provider platforms

Back-office systems

Team player

Tools

CRM software

Back-office software

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

• 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.