IFA Administrator

Recruit Wealth Limited; Leamington Hastings CP; Hybrid; GBP 32,000 - 36,000; Full time

Benefits offered by this job

Hybrid working

28 days holiday + Bank Holidays

Death in Service

Private Medical Insurance

Group Income Protection

Employee Assistance Program Medicash

Private Pension

Discretionary bonus up to 10%

Professional qualification support

Job summary

Recruit Wealth Limited, a modern, technology-driven financial planning business, is seeking an experienced IFA Administrator to join the Advice Operations team at its Leamington Spa offices. You will support Financial Planners and Paraplanners, manage end-to-end new business administration, and help deliver an exceptional client experience.

The role suits highly organized individuals who can multi-task, liaise with providers and maintain accurate client records.

Qualifications

• Experience in Financial Planning or Wealth Management environments.
• Experience in Client Administrator or similar support role.
• Excellent attention to detail and organisation.
• Ability to manage multiple priorities in a busy team.
• Strong communication and relationship-building skills.
• Proactive, team-focused approach and willingness to learn.

Responsibilities

• Manage end-to-end new business administration processes.
• Process new business accurately within service standards.
• Liaise with providers, solicitors, accountants and third parties.
• Handle Letters of Authority and provider follow-ups.
• Support Financial Planners with pipeline management and client servicing.
• Maintain accurate and compliant client records across systems.
• Assist with meeting preparation and client communications.
• Manage incoming/outgoing correspondence and documentation.
• Deliver exceptional client service via phone and email.
• Support process improvements and operational efficiencies.

Skills

Client administration

Organisational skills

Communication

Relationship-building

Microsoft Office

CURO

Tools

CURO

Job description

Vacancy Detail

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IFA Administrator

Join a Modern, Fast Growing & Forward-Thinking Financial Planning Business!

Recruit Wealth are delighted to be representing a highly ambitious and fast growing, national Financial Planning business in their search for an experienced Administrator to join their Advice Operations team for their Leamington Spa regional offices.

This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management.

You’ll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business.

The Opportunity

As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey.

This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment.

The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence.

Key Responsibilities

• Managing the end-to-end new business administration process


• Processing new business accurately and efficiently within agreed service standards


• Liaising with providers, solicitors, accountants and third parties


• Handling Letters of Authority and provider follow-ups


• Supporting Financial Planners with pipeline management and client servicing


• Maintaining accurate and compliant client records across internal systems


• Assisting with meeting preparation and ongoing client communications


• Managing incoming and outgoing correspondence and documentation


• Delivering exceptional client service via telephone and email


• Supporting process improvements and operational efficiencies across the business

What We’re Looking For

We are keen to speak with individuals who have:

• Previous experience within a Financial Planning, Wealth Management or wider Financial Services business


• Experience working in a Client Administrator, Financial Services Administrator or similar support role


• Strong organisational skills with excellent attention to detail


• The ability to manage multiple priorities within a busy environment


• Excellent communication and relationship-building skills


• A proactive and team-focused approach


• Good working knowledge of Microsoft Office and provider platforms & back office systems


• Experience using back-office systems such as CURO would be advantageous, although training can be provided.

Why Apply?

• Join a highly respected and growing Financial Planning business


• Work within a supportive and collaborative culture


• Genuine opportunities for progression and development


• Modern systems and technology-focused environment


• Be part of a business committed to delivering outstanding client outcomes


• Hybrid working

Benefits Of Joining The Business

• 28 days holiday plus Bank Holidays


• Death in Service


• Private Medical Insurance


• Group Income Protection


• Employee Assistance ProgramMedicash


• Private Pension


• Discretionary, up to 10% company annual bonus


• Hybrid/Work from home


• Full support for further professional qualifications

Location: Leamington Spa, Warwickshire - United Kingdom | Salary: £32000 - £36000 per year | Job type: Permanent | Posted: 24/08/2026