IFA Administrator

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

Benefits offered by this job

Private pension

Generous holiday allowance

Financial wellbeing support

Exam support and ongoing professional development

Job summary

Recruit Wealth Limited is seeking experienced IFA Administrators to support Financial Planners and ensure clients receive exceptional service. Located in Warwick, this role involves obtaining information, processing new business, and preparing reports. Candidates should have strong knowledge of financial products, excellent attention to detail, and communication skills. The position offers hybrid working, a competitive salary of £30,000 - £35,000 per year, and numerous employee benefits including private pensions and professional development opportunities.

Qualifications

• Experience within an IFA/Financial Planning environment.
• Strong knowledge of pensions and investment products.
• Excellent organisation and attention to detail.

Responsibilities

• Obtaining provider information and client illustrations.
• Processing new business across pensions, investments and protection.
• Submitting applications to providers and platforms.
• Running risk profiler results via FE Analytics.
• Preparing client valuation reports.

Skills

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

Proactive and collaborative approach

Job description

Recruit Wealth is 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, the client is now looking to recruit experienced IFA Administrators to join their highly professional regional teams.

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.

Responsibilities

• 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

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

Benefits

• 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

Location: Warwick, Warwickshire - Hybrid Working | Salary: £30,000 - £35,000 per year | Job type: Permanent | Posted: 16/03/2026