IFA Administrator

Recruit Wealth Limited; Bromsgrove; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Private pension

Generous holiday allowance

Group life cover, x4 salary

Income protection

Company sick pay

Employee Assistance Programme

Financial wellbeing support

Exam support and ongoing professional development

Clear progression opportunities

Job summary

Recruit Wealth Limited is seeking an experienced IFA Administrator in Bromsgrove to support Financial Planners in providing first-class service to clients. Responsibilities include processing new business, maintaining client records, and liaising with clients and providers. The role offers a competitive salary of £30,000 - £35,000 per year, hybrid working (3 days office, 2 days home), and excellent perks such as private pension and generous holiday allowance. This is an opportunity to join a respected Financial Planning firm with clear career progression opportunities.

Qualifications

• Proven experience in an IFA/Financial Planning environment.
• Solid understanding of pensions and investment products.
• Strong communication and client service skills.

Responsibilities

• Support the advice process and ensure clients receive efficient service.
• Obtain provider information and client illustrations.
• Process new business across pensions, investments, and protection.
• Assist with research and fund switch reports.
• Prepare client valuation reports and documentation.
• Liaise with clients and providers to resolve queries.

Skills

Experience within an IFA/Financial Planning environment

Strong knowledge of pensions and investment products

Excellent organisation and attention to detail

Strong communication and client service skills

A proactive and collaborative approach

Job description

Recruit Wealth are delighted to be representing one of the UK’s most recognised and respected national Financial Planning and Wealth Management names.

Our client provides independent, expert financial advice with exceptional client service at the heart of everything they do. With 30+ offices nationwide and over 200 Financial Planners, the business has built a strong reputation as a leading name in UK Financial Planning and continues to grow rapidly.

Due to continued expansion and increasing client demand, they are now looking to recruit experienced IFA Administrators to join their highly professional regional teams.

The Role

Working closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first-class, efficient and compliant service.

Your Responsibilities Will Include

• Obtaining provider information (LOAs) and client illustrations
• Processing new business across pensions, investments and protection
• Submitting applications to providers and platforms
• Running risk profiler results via FE Analytics
• Assisting with research and fund switch reports
• Preparing client valuation reports and review documentation
• Processing withdrawals and client instructionsMaintaining accurate client records on the back-office system
• Liaising with clients and providers to resolve queries

What We’re Looking For

• Experience within an IFA/Financial Planning environment
• Strong knowledge of pensions and investment products
• Excellent organisation and attention to detail
• Strong communication and client service skills
• A proactive and collaborative approach

What’s On Offer

• Competitive salary
• Hybrid working – 3 days office/2 days home
• Private pension
• Generous holiday allowance, increasing with service
• Group life cover, x4 salary
• Income protection
• Company sick pay
• Employee Assistance Programme
• Financial wellbeing support
• Exam support and ongoing professional development
• Clear progression opportunities, including Paraplanning for example

This is an excellent opportunity to join a fast-growing, well-respected Financial Planning name, backed by private equity.

If you’re an experienced IFA Administrator looking to join a supportive, professional and forward-thinking organisation, we’d love to hear from you.

Location: Bromsgrove, Worcestershire. Hybrid Working – 3 days office/2 days home. Salary: £30000 – £35000 per year. Job type: Permanent. Posted: 16/03/2026.