IFA Administrator

Recruit Wealth; Grimsby; On-site; GBP 24,000 - 32,000; Full time

Benefits offered by this job

25 days holiday plus bank holidays

Birthday off

Annual salary reviews

Staff recognition and awards

Study support for professionalindustry

Adviser Academy - in-house training

Career progression opportunities

Holiday purchase scheme

Life assurance

Company pension

Eye-care cover

Job summary

Recruit Wealth seeks an experienced IFA Administrator to join one of its regional offices and support a busy advice team in delivering a high-quality financial planning service. You will work closely with Financial Planners and Paraplanners to ensure a smooth, professional experience for clients.

You will manage client correspondence, process new business across pensions, investments and protection, prepare review packs and meeting documentation, arrange client meetings and maintain accurate

Qualifications

• Previous experience within IFA/Financial Planning administration.
• Strong organisational skills and exceptional attention to detail.
• Excellent communication and client service skills.
• The ability to manage multiple priorities in a busy team environment.
• Confidence using Microsoft Office and financial planning systems.

Responsibilities

• Managing client correspondence and maintaining strong client relationships
• Processing new business applications across pensions, investments and protection
• Preparing client review packs and meeting documentation
• Arranging client meetings and managing financial planner diaries
• Requesting provider illustrations and product information
• Maintaining accurate, well-presented and compliant client records on internal systems
• Handling client enquiries, provider communication and requests
• Providing general back-office and operational support using Intelligent Office - IO
• Ensuring all administration is carried out in line with internal procedures and regulatory standards

Skills

Organisational skills

Attention to detail

Excellent communication

Client service

Time management

Tools

Microsoft Office

Financial planning systems

Intelligent Office (IO)

Job description

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK.

This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning.

With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers.

The Opportunity

This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team.

You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience.

Your responsibilities will include:

• Managing client correspondence and maintaining strong client relationships
• Processing new business applications across pensions, investments and protection
• Preparing client review packs and meeting documentation
• Arranging client meetings and managing financial planner diaries
• Requesting provider illustrations and product information
• Maintaining accurate, well-presented and compliant client records on internal systems
• Handling client enquiries, provider communication and requests
• Providing general back-office and operational support using Intelligent Office - IO
• Ensuring all administration is carried out in line with internal procedures and regulatory standards

Genuine Career Progression

One of the key attractions of joining this business is the clear and structured career pathway available.

For those who wish to develop their career further, the firm offers progression opportunities into:

• Trainee Paraplanner
• Paraplanner
• Financial Adviser

Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team.

Benefits & Package

Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including:

• 25 days holiday plus bank holidays
• Your birthday off
• Annual salary reviews
• Staff recognition and awards programmes
• Study support for professional industry qualifications
• Adviser Academy - comprehensive in-house training programme
• Clear career progression opportunities
• Additional holiday purchase scheme
• Life assurance
• Company pension
• Corporate eye-care cover

About You

This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm.

You will ideally bring:

• Previous experience within IFA/Financial Planning administration
• Strong organisational skills and exceptional attention to detail
• Excellent communication and client service skills
• The ability to manage multiple priorities in a busy team environment
• Confidence using Microsoft Office and financial planning systems

Why Join?

The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers.

Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector.