IFA Administrator

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

Job summary

A financial planning business based in Leeds is seeking experienced Administrators to support client correspondence, new business processing, and manage client meetings. This role requires strong organizational skills and a commitment to maintaining accurate client records. While career progression to Trainee Paraplanner and beyond is available, it is not a requirement. The company offers a supportive environment for long-term administrators.

Qualifications

• Experience in client correspondence, both written and verbal.
• Ability to process new business effectively.
• Familiarity with maintaining accurate client records.

Responsibilities

• Handle client correspondence and communications.
• Process new business applications efficiently.
• Prepare client review packs and manage Adviser’s diary.

Job description

Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Leeds 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 day...