IFA Administrator

Recruit Wealth; Warwick; Hybrid; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Hybrid working

Private pension

Generous holiday

Group life cover

Income protection

Sick pay

Employee Assistance Programme

Financial wellbeing support

Exam support

Paraplanning progression

Job summary

Recruit Wealth is seeking an experienced IFA Administrator to support Financial Planners and Paraplanners, ensuring a compliant and efficient service for clients. You will manage applications, provider interactions, and client records while contributing to research and reporting tasks.

The role offers hybrid working with three days in the office and two days at home, a competitive salary, and opportunities for progression, including paraplanning paths.

Qualifications

• Experience within an IFA/Financial Planning environment.
• Strong knowledge of pensions and investment products.
• Excellent organisation and attention to detail.
• Strong communication and client service skills.
• A proactive and collaborative approach.

Responsibilities

• Obtain provider information (LOAs) and client illustrations.
• Process new business across pensions, investments and protection.
• Submit applications to providers and platforms.
• Run risk profiler results via FE Analytics.
• Assist with research and fund switch reports.
• Prepare client valuation reports and review documentation.
• Process withdrawals and client instructions.
• Maintain accurate client records on the back-office system.
• Liaise with clients and providers to resolve queries.

Skills

IFA environment

Pensions knowledge

Investment products

Organisation

Communication

Job description

Recruit Wealth are delighted to be representing one of the UK's most recognised and respected national Financial Planning and Wealth Management names.

Our client provides independent, expert financial advice with exceptional client service at the heart of everything they do. With 30+ offices nationwide and over 200 Financial Planners, the business has built a strong reputation as a leading name in UK Financial Planning and continues to grow rapidly.

Due to continued expansion and increasing client demand, they are now looking to recruit experienced IFA Administrators to join their highly professional regional teams.

The Role

Working closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first-class, efficient and compliant service.

Your responsibilities will include:

• Obtaining provider information (LOAs) and client illustrations
• Processing new business across pensions, investments and protection
• Submitting applications to providers and platforms
• Running risk profiler results via FE Analytics
• Assisting with research and fund switch reports
• Preparing client valuation reports and review documentation
• Processing withdrawals and client instructions
• Maintaining accurate client records on the back-office system
• Liaising with clients and providers to resolve queries

What We're Looking For

• Experience within an IFA/Financial Planning environment
• Strong knowledge of pensions and investment products
• Excellent organisation and attention to detail
• Strong communication and client service skills
• A proactive and collaborative approach

What's On Offer

• Competitive salary
• Hybrid working - 3 days office/2 days home
• Private pension
• Generous holiday allowance, increasing with service
• Group life cover, x4 salary
• Income protection
• Company sick pay
• Employee Assistance Programme
• Financial wellbeing support
• Exam support and ongoing professional development
• Clear progression opportunities, including Paraplanning for example

This is an excellent opportunity to join a fast-growing, well-respected Financial Planning name, backed by private equity.

If you're an experienced IFA Administrator looking to join a supportive, professional and forward-thinking organisation, we'd love to hear from you.