IFA Administrator

Recruit Wealth Limited; Maidstone; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

25 days holiday plus bank holidays

Annual salary reviews

Study support for professional qualifications

Life assurance

Company pension

Job summary

Recruit Wealth Limited is seeking an experienced IFA Administrator to join their successful team in Maidstone. In this role, you will manage client correspondence, process business applications, and prepare documentation while maintaining compliant client records.

The firm offers a structured career pathway, generous benefits such as 25 days annual leave plus your birthday off, and hybrid working arrangements, making it a great opportunity for growth in financial planning administration.

Qualifications

• Experience in IFA or Financial Planning administration.
• Strong organisational skills and exceptional attention to detail.
• Excellent communication and client service skills.

Responsibilities

• Manage client correspondence and maintain strong relationships.
• Process new business applications across various sectors.
• Prepare client review packs and arrange meetings.
• Maintain accurate client records and ensure compliance.

Skills

Organisational skills

Client service skills

Attention to detail

Microsoft Office

Tools

Intelligent Office – IO

Job description

IFA Administrator

Recruit Wealth is seeking an experienced IFA Administrator to join one of its highly successful regional offices, part of a thriving network of national locations across the UK.

The Opportunity

This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high‑performing advice team.

Your Responsibilities

• Managing client correspondence and maintaining strong client relationships
• Processing new business applications across pensions, investments and protection
• Preparing client review packs and meeting documentation
• Arranging client meetings and managing financial planner diaries
• Requesting provider illustrations and product information
• Maintaining accurate, well‑presented and compliant client records on internal systems
• Handling client enquiries, provider communication and requests
• Providing general back‑office and operational support using Intelligent Office – IO
• Ensuring all administration is carried out in line with internal procedures and regulatory standards

Career Progression

One of the key attractions of joining this business is the clear and structured career pathway available.

For those who wish to develop their career further, the firm offers progression opportunities into:

• Trainee Paraplanner
• Paraplanner
• Financial Adviser

Importantly, this is not a requirement; our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long‑term careers within the team.

Benefits & Package

• 25 days holiday plus bank holidays
• Your birthday off
• Annual salary reviews
• Staff recognition and awards programmes
• Study support for professional industry qualifications
• Adviser Academy – comprehensive in‑house training programme
• Clear career progression opportunities
• Hybrid and flexible working arrangements
• Additional holiday purchase scheme
• Life assurance
• Company pension
• Corporate eye‑care cover

About You

This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm.

You Will Ideally Bring

• Previous experience within IFA/Financial Planning administration
• Strong organisational skills and exceptional attention to detail
• Excellent communication and client service skills
• The ability to manage multiple priorities in a busy team environment
• Confidence using Microsoft Office and financial planning systems

Location & Salary

Location: Maidstone, Kent, United Kingdom

Salary: £30,000 – £35,000 per year

Job type: Permanent

Posted: 25/06/2026