IFA Administrator

Recruit Wealth Ltd; Cardiff; Hybrid; GBP 23,000 - 29,000; Full time

Benefits offered by this job

28 days holiday plus Bank Holidays

Death in Service

Private Medical Insurance

Group Income Protection

Employee Assistance Program

Medicash

Private Pension

Discretionary bonus

Hybrid/Work from home

Support for professionalQualifications

Job summary

Recruit Wealth Ltd is seeking an experienced IFA Administrator to join our Cardiff regional offices. You will support Financial Planners, Paraplanners and wider teams to deliver an exceptional client journey within a technology-driven Wealth Management environment.

This fast-paced role suits someone who enjoys organisation, multi-tasking and building strong client relationships. We offer hybrid working, ongoing development and a clear path for progression in a growing business.

Qualifications

• Experience in Financial Planning or Wealth Management.
• Experience in client administrator or similar support role.
• Strong organisational skills with attention to detail.
• Ability to manage multiple priorities in a busy environment.
• Excellent communication and relationship-building skills.

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, compliant client records across systems.
• Assist with meeting preparation and ongoing client communications.
• Manage incoming and outgoing correspondence and documentation.
• Deliver exceptional client service via telephone and email.
• Support process improvements and efficiencies across the business.

Skills

Financial services experience

Organisational skills

Communication skills

Multitasking

Team collaboration

Proactive attitude

Tools

Microsoft Office

Back-office platforms

Provider platforms

Financial planning back-office systems

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 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