IFA Administrator

Recruit Wealth Ltd; Cambridgeshire and Peterborough; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Birthday off

Annual salary reviews

Holiday purchase scheme

Life assurance

Company pension

Study support for industry quals

Adviser Academy and career progression

Job summary

Recruit Wealth Ltd is seeking an experienced IFA Administrator to join a regional office, supporting Financial Planners and Paraplanners to deliver high-quality financial planning outcomes. You will manage client relationships, process new business, prepare review packs and organise meetings, while maintaining compliant records using Intelligent Office.

The role offers clear career progression within a respected national financial planning group with a supportive culture and a strong emphasis on

Qualifications

• Experience within an IFA/Financial Planning environment is essential.
• Strong organisation and exceptional attention to detail are required.
• Excellent communication and client service skills are essential.
• Ability to manage multiple priorities in a busy team environment.
• Confident using Microsoft Office and financial planning systems.
• Good provider, pension and investment knowledge is preferred.

Responsibilities

• Managing client correspondence and maintaining existing and new client relationships.
• Processing new business applications across pensions, investments and protection.
• Preparing annual review packs and meeting documentation.
• Arranging client meetings and managing financial planner diaries.
• Requesting provider illustrations and product information.
• Maintaining accurate, well-presented and compliant client records on internal systems.
• Handling client enquiries and provider communications.
• Providing general back-office and operational support using Intelligent Office.
• Ensuring all administration is carried out in line with internal procedures and compliance regulatory standards.

Skills

Admin experience

Client service

Organisational skills

Communication

Microsoft Office

Tools

Intelligent Office

CRM systems

Job description

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses who are currently seeking an experienced IFA Administrator to join one of their regional offices. This award-winning business has built an excellent reputation for delivering high-quality, independent financial advice, providing a whole of market advisory service across financial planning and wealth management. Due to continued client demand and a growing busy office, a new opportunity has been created for an experienced Administrator to join.

Opportunity Overview

This is an excellent opportunity to become a valued member of a professional, supportive and high-performing advice team delivering excellent client outcomes. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience.

Your responsibilities will include:

• Managing client correspondence and maintaining existing and new client relationships
• Processing new business applications across pensions, investments and protection
• Preparing annual review packs and further meeting documentation
• Arranging client meetings and managing financial planner diaries
• Requesting provider illustrations and product information
• Maintaining accurate, well-presented and compliant client records on internal systems
• Handling client enquiries, provider communications and further requests
• Providing general back-office and operational support using Intelligent Office
• Ensuring all administration is carried out in line with internal procedures and compliance regulatory standards

Genuine Career Progression

One of the key attractions of joining the business is the clear and structured career pathways available.

For those who wish to develop their career further, the firm offers progression opportunities into:

• Trainee Paraplanner
• Paraplanner
• Financial Adviser
• Or other career progression pathways

Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team.

Benefits & Package

Our client is well known for its supportive culture, leadership and investment in staff development all whilst offering a competitive package including:

• 25 days holiday plus bank holidays
• Your birthday off
• Annual salary reviews
• Additional holiday purchase scheme
• Life assurance
• Company pension
• Staff recognition and awards programmes
• Study support for professional industry qualifications if desired
• Adviser Academy if desired and/or other clear career progression pathways
• Corporate eye-care cover

About You

This role will suit an individual with existing experience within an IFA or Financial Planning environment, who is looking to further develop their career within a highly respected national firm.

You will ideally bring:

• Previous experience within IFA/Financial Planning/Wealth Management administration
• Strong organisational skills and exceptional attention to detail
• Excellent communication and client service skills
• The ability to manage multiple priorities in a busy team environment
• Confidence using Microsoft Office and various financial planning systems
• Good provider, pension and investment knowledge

Why Join?

The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector.