IFA Administrator

Recruit Wealth; City Of London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial planning business in the UK is seeking an experienced Administrator to join their regional offices. The role involves managing client correspondence, processing new business, and providing back-office support. Ideal candidates will have excellent communication skills and experience with client records. This position offers opportunities for progression within the company.

Benefits

25 days holiday plus bank holidays

Qualifications

• Experience in client correspondence, both written and verbal.
• Ability to maintain accurate and compliant client records.
• Familiarity with financial planning procedures is an advantage.

Responsibilities

• Handle client correspondence efficiently.
• Process new business and maintain records.
• Prepare review packs and arrange meetings.

Skills

Client correspondence

Processing new business

Preparation of client review packs

Managing Adviser's diary

General back-office support

Tools

IO software

Job description

Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for an experienced Administrator to join their regional offices, one of 50+ nationwide.

The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice.

Please note

Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.

Overview of the role is detailed below

• Client correspondence, written and verbal
• Processing new business
• Preparation of client review packs
• Arranging client meetings and managing the Adviser’s diary
• Illustration requests
• Ensure that all financial planning client administration is carried out in accordance with internal procedures
• Maintain client records on the company software and ensure the client files are well presented, accurate and compliant
• Taking phone calls, enquiries and requests, and handling them where appropriate
• General back-office support using IO software

Benefits of joining the business

25 days holiday plus bank…