IFA Administrator

Recruit Wealth; Bromsgrove; Hybrid; GBP 27,000 - 34,000; Full time

Benefits offered by this job

Hybrid working

Private pension

Generous holiday allowance

Group life cover

Income protection

Company sick pay

Employee Assistance Programme

Financial wellbeing support

Exam support and ongoing professional

Clear progression opportunities

Job summary

Recruit Wealth are seeking an experienced IFA Administrator to join their growing regional teams. You will support Financial Planners and Paraplanners, handling pensions and investments, processing new business, and ensuring accurate client records.

The role offers hybrid working (3 days in the office, 2 days at home), competitive salary, pension, and enhanced benefits. Ideal candidates have IFA/financial planning experience and strong client service orientation.

Qualifications

• Experience in 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.

Responsibilities

• 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 instructions.
• Maintaining accurate client records on the back-office system.
• Liaising with clients and providers to resolve queries.

Skills

IFA/Financial Planning experience

Pensions knowledge

Attention to detail

Communication skills

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 instructions
• Maintaining 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.