Ifa Administrator

Recruit Wealth Ltd; Derby; On-site; GBP 25,000 - 30,000; Full time

Job summary

A national Financial Planning business in Derby is seeking an experienced Administrator to manage client correspondence and support financial planning operations. This role involves facilitating new business processes, preparing client reviews, and ensuring compliance in client records. The company promotes career progression towards paraplanning and offers benefits such as 25 days holiday, study support, and a supportive work culture. This opportunity suits individuals with a Financial Planning background looking to advance their careers.

Benefits

25 days holiday plus bank holidays

Day off for your Birthday

Annual salary review

Study support for professional industry exams

In-House Training

Pension

Qualifications

• Experience in a Financial Planning environment is preferred.
• Ability to manage client correspondence effectively.
• Proficiency in maintaining accurate client records.

Responsibilities

• Manage client correspondence, both written and verbal.
• Process new business and prepare client review packs.
• Arrange client meetings and manage the Adviser's diary.

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 one of 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

• 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 holidays
• Day off for your Birthday
• Annual salary review
• Staff awards
• Study support for professional industry exams
• Adviser Academy – In‑House Training
• Progression to Trainee Paraplanner, Paraplanner and Adviser if desired
• Holiday Purchase Scheme
• Life Assurance
• Pension
• Corporate Eyecare cover

The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.

This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career.

Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.

Please apply to us here at Recruit Wealth for an immediate response.