IFA Administrator

Recruit Wealth Ltd; Stafford; On-site; GBP 23,000 - 30,000; Full time

Job summary

Recruit Wealth are seeking an experienced IFA Administrator to join one of their regional offices within a nationally recognised financial planning business. You will support Financial Planners and Paraplanners to deliver a smooth client experience.

Key responsibilities include managing client communications, processing new business across pensions and investments, and maintaining compliant client records, with opportunities for career progression within the advisory team.

Qualifications

• Experience within IFA/Financial Planning/Wealth Management administration.
• Strong organisational skills and attention to detail.
• Excellent communication and client service skills.
• Ability to manage multiple priorities in a busy team.
• Confidence using Microsoft Office and financial planning systems.
• Knowledge of provider/platform, pension and investment processes.

Responsibilities

• Manage client correspondence and relationships.
• Process new business applications across pensions, investments and protection.
• Prepare annual review packs and meeting documentation.
• Arrange client meetings and manage adviser diaries.
• Request provider illustrations and product information.
• Maintain accurate, compliant client records on internal systems.
• Handle client enquiries and provider communications.
• Provide back-office support using Intelligent Office.
• Ensure administration complies with internal procedures and regulatory standards.

Skills

IFA administration

Client service

Attention to detail

Organisational skills

Microsoft Office

Education

Professional qualifications support

Tools

Intelligent Office

Job description

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses who are currently seeking an experienced IFA Administrator to join one of their regional offices.

This award-winning business has built an excellent reputation for delivering high-quality, independent financial advice, providing a whole of market advisory service across financial planning and wealth management.

Due to continued client demand and a growing busy office, a new opportunity has been created for an experienced Administrator.

Opportunity Overview

This is an excellent opportunity to become a valued member of a professional, supportive and high-performing advice team delivering excellent client outcomes.

You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience.

Your responsibilities will include:

• Managing client correspondence and maintaining existing and new client relationships
• Processing new business applications across pensions, investments and protection
• Preparing annual review packs and further 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 communications and further requests
• Providing general back-office and operational support using Intelligent Office
• Ensuring all administration is carried out in line with internal procedures and compliance regulatory standards

Genuine Career Progression

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

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

• Trainee Paraplanner
• Paraplanner
• Financial Adviser
• Or other career progression pathways

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.

About You

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

You will ideally bring:

• Previous experience within IFA/Financial Planning/Wealth Management 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 various financial planning systems
• Good provider/platform, pension and investment knowledge

Benefits & Package

Our client is well known for its supportive culture, leadership and investment in staff development all whilst offering a competitive package including:

• 25 days holiday plus bank holidays
• Your birthday off
• Annual salary reviews
• Additional holiday purchase scheme
• Life assurance
• Company pension
• Staff recognition and awards programmes
• Study support for professional industry qualifications if desired
• Adviser Academy if desired and/or other clear career progression pathways
• Corporate eye-care cover

Why Join?

The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can develop their careers.

Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector.