IFA Administrator

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

Benefits offered by this job

Private pension

Generous holiday allowance

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

Job summary

Recruit Wealth Limited is looking for an experienced IFA Administrator to join their team in West Bromwich, UK. In this role, you will support Financial Planners and Paraplanners by processing business across pensions and investments, obtaining provider information, and maintaining client records. The ideal candidate will have experience in an IFA environment, strong knowledge of investment products, and excellent communication skills. The position offers a hybrid working model, a competitive salary ranging from £30,000 to £35,000, and various employee benefits including private pension and generous holiday allowance.

Qualifications

• Experience within an IFA or Financial Planning environment is essential.
• Strong understanding of pensions and investment products required.
• Excellent organizational skills and attention to detail necessary.
• Ability to communicate effectively with clients and colleagues is critical.

Responsibilities

• Obtain provider information 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.

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 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.

Location: Birmingham, West Midlands - Hybrid Working | Salary: £30000 - £35000 per year | Job type: Permanent | Posted: 16/03/2026