IFA Administrator

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

Job summary

A national Financial Planning business in Greater London is seeking an experienced Administrator to enhance their client support team. The role involves managing client correspondence, processing new business, preparing client review materials, and maintaining accurate records in compliance with internal procedures. The company offers career progression towards roles such as Trainee Paraplanner or Adviser, making it an appealing opportunity for long-term career development with excellent employer ethics and benefits.

Benefits

25 days holiday plus bank holidays

Qualifications

• Experience in client correspondence, both written and verbal.
• Familiarity with processing new business and client management.
• Ability to maintain compliant and well-presented client records.

Responsibilities

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

Skills

Client correspondence

Processing new business

Diary management

Financial compliance

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...