IFA Administrator

Recruit Wealth; Liverpool; Hybrid; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

Company share scheme

Annual bonus

Job summary

Recruit Wealth is seeking an IFA Administrator to join its administration team. You will work closely with Financial Advisers and paraplanners, delivering high-quality administrative and client service support in a collaborative environment.

The role covers new business, client servicing, investments, pensions, and protection, with opportunities to contribute to compliance, marketing, and wider business initiatives in a hybrid working setting.

Qualifications

• Experience in Financial Services/IFA Administration.
• Good understanding of investments, pensions, protection, providers and platforms.
• Excellent attention to detail and organisational skills.
• Ability to manage multiple cases and competing priorities.
• Strong written and verbal communication skills.

Responsibilities

• Prepare documentation for client meetings and suitability work.
• Process new business and applications.
• Manage Letters of Authority and provider correspondence.
• Prepare valuations and update platforms.
• Maintain accurate client records and policy information.
• Liaise with clients, providers and internal teams by phone and email.
• Keep client files and records fully up to date.
• Support advisers and paraplanners with day-to-day administration.
• Assist with compliance and regulatory requirements.
• Provide a professional and responsive service to clients.
• Support occasional local marketing and wider business initiatives.

Skills

Client service

Team player

Communication skills

Organisational skills

Initiative

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft Teams

Job description

Ready to take the next step in Financial Services as an IFA Administrator?

We're working with one of our favourite advisory businesses, a highly regarded financial planning name, that is looking to appoint several IFA Administrators to join its administration team.

This is a fantastic opportunity for an experienced IFA Administrator who enjoys being client-focused, organised and involved in the detail - while working within a genuinely collaborative and supportive team.

This is a business where everyone matters. You'll be part of a close-knit team where people work together, support one another and understand that every individual plays an important role in delivering an outstanding service to clients.

You’ll work closely with the Financial Advisers and Paraplanners, while also building strong relationships with clients and providers. It's a varied role that will give you exposure to new business, client servicing, investments, pensions and protection cases.

The Role

Working closely with one or two Financial Advisers, you'll become an important part of the wider team, providing high-quality administrative and client service support.

You’ll be trusted to take ownership of your workload, but you’ll never feel like you’re working in isolation. Collaboration is a big part of the company culture, with colleagues supporting each other and sharing knowledge to achieve the best possible outcomes.

Your responsibilities will include:

• Preparing documentation for client meetings and suitability work
• Processing new business and applications
• Managing Letters of Authority and provider correspondence
• Preparing valuations and updating platforms
• Maintaining accurate client records and policy information
• Liaising with clients, providers and internal teams by phone and email
• Keeping client files and records fully up to date
• Supporting advisers and paraplanners with day-to-day administration
• Assisting with compliance and regulatory requirements
• Providing a professional and responsive service to clients
• Supporting occasional local marketing and wider business initiatives

What we're looking for

We're looking for someone who takes pride in getting things right, enjoys helping others and wants to be part of a team where your contribution is valued.

You’ll ideally have:

• Previous experience within Financial Services/IFA Administration
• A good understanding of investments, pensions, protection, providers and platforms
• Good knowledge of Microsoft Word, Excel, Outlook and Teams
• Experience dealing with financial advisers, providers and clients
• Excellent attention to detail and organisational skills
• The ability to manage multiple cases and competing priorities
• Strong written and verbal communication skills
• A proactive, positive and professional approach
• The confidence to use your own initiative and take responsibility for your workload
• A genuine team-player mentality

Why consider this opportunity?

Because the culture matters!

This is a business that recognises that great client service comes from having a great team behind it.

You'll be joining a supportive and people focused environment where everyone has a role to play, colleagues genuinely help, individual contributions are recognised and rewarded.

You'll work alongside experienced advisers and paraplanners, develop your technical knowledge in an award winning advisory name.

An excellent salary, comprehensive benefits, annual company bonus, flexible working, hybrid working are all available, alongside a company share scheme.