IFA Administrator

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

Benefits offered by this job

Hybrid working

Private Medical Insurance

Death in Service

Group Income Protection

Employee Assistance Programme

Medicash

Private Pension

Discretionary bonus, up to 10%

Hybrid/Work from home

Support for professionalQualifications

Job summary

Recruit Wealth Limited in Cardiff seeks an experienced IFA Administrator to support Financial Planners and Paraplanners in a fast-growing, technology-driven firm. You will ensure exceptional client service and accurate administration across the wealth management journey.

The role offers a collaborative environment, ongoing professional development and hybrid working, with career growth as the business expands and invests in technology and operations.

Qualifications

• Experience within Financial Planning and/or Wealth Management.
• Experience in a Client Administrator or similar support role.
• Excellent attention to detail and organisational skills.
• Ability to manage multiple priorities in a busy environment.
• Excellent communication and relationship-building skills.
• Proactive and team-focused approach.
• Good working knowledge of MS Office and provider platforms/back office systems.
• Experience using financial planning back-office systems.

Responsibilities

• Manage end-to-end new business administration process.
• 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 and compliant client records across internal systems.
• Assist with meeting preparation and ongoing client communications.
• Deliver exceptional client service via telephone and email.
• Support process improvements and operational efficiencies.

Skills

Client administration

Organisational skills

Prioritisation

Communication

Relationship-building

Proactive

Team player

Financial planning knowledge

Tools

MS Office

Back-office systems

Provider platforms

Job description

Vacancy Detail

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IFA Administrator

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 Cardiff 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 documentationDelivering 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.

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

Location: Cardiff, South Glamorgan - United Kingdom | Salary: £30000 - £35000 per year | Job type: Permanent