Ifa Administrator

Recruit Wealth Ltd; Haywards Heath; On-site; GBP 23,000 - 30,000; Full time

Job summary

A leading financial planning firm in Haywards Heath is seeking an experienced Administrator to support client management and back-office processes. The role involves managing client correspondence, processing new business, and preparing review packs. With career progression opportunities available, the ideal candidate will have strong communication skills and some background in financial planning. The company offers a supportive environment with competitive benefits, including 25 days holiday and study support for professional exams.

Benefits

25 days holiday plus bank holidays

Study support for professional exams

Holiday Purchase Scheme

Life Assurance

Pension

Corporate Eyecare cover

Flex/Hybrid working

Qualifications

• Some existing financial planning background is beneficial but not required.
• Ability to maintain client records accurately and ensure compliance.
• Strong written and verbal communication skills are essential.

Responsibilities

• Manage client correspondence and phone enquiries.
• Process new business and prepare client review packs.
• Arrange client meetings and manage the Adviser's diary.

Skills

Client correspondence

Processing new business

Preparation of client review packs

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 Haywards Heath 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, Flex/Hybrid working.

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.