Ifa Administrator

Recruit Wealth Ltd; High Wycombe; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial planning business in High Wycombe is looking for an experienced Administrator to join their team. This is an opportunity to manage client correspondence, process new business, and prepare review packs. The role offers excellent support and genuine career progression, including support for professional exams. Benefits include 25 days holiday, a day off for your birthday, and an annual salary review. They focus on maintaining high standards within client administration and are known for their ethical practices.

Benefits

25 days holiday plus bank holidays

Day off for your Birthday

Annual salary review

Staff awards

Study support for professional industry exams

In-House Training

Holiday Purchase Scheme

Life Assurance

Pension

Corporate Eyecare cover

Qualifications

• Existing experience in financial planning administration is preferred but not required.

Responsibilities

• Manage client correspondence and process new business.
• Prepare client review packs and arrange meetings.
• Maintain client records accurately and compliantly.
• Provide 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 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.