IFA Administrator

Recruit Wealth Ltd; Westerham; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Hybrid working

Private Medical Insurance

Private Pension

Group Income Protection

Death in Service

Medicash

Bonus up to 10%

28 days holiday plus bank holidays

Job summary

Recruit Wealth Ltd is seeking an experienced Financial Services Administrator to join the Advice Operations team at Westerham. You will support Financial Planners, Paraplanners and the wider team, ensuring a high-quality client service throughout the financial planning journey.

The role suits a proactive, organised individual with strong communication skills and a collaborative approach, in a technology-driven company investing in growth and development. Hybrid working is available.

Qualifications

• Experience in Financial Planning or Wealth Management environments.
• Proven ability to support advisers and paraplanners.
• Strong organisation, detail orientation and time management.

Responsibilities

• Manage end-to-end new business administration processes.
• Process new business accurately within service standards.
• Liaise with providers, solicitors, accountants and third parties.
• Handle letters of authority and provider follow-ups.
• Support advisers with pipeline management and client servicing.
• Maintain accurate, compliant client records across systems.
• Assist with meeting prep and ongoing client communications.
• Manage incoming/outgoing correspondence and documentation.
• Deliver excellent client service via phone and email.
• Support process improvements and operational efficiencies.

Skills

Organisational skills

Attention to detail

Multitasking

Communication skills

Team player

Microsoft Office proficiency

Back-office systems

Tools

CURO

Microsoft Office

Job description

Join a Modern, Fast Growing & Forward-Thinking Financial Planning Business!

Recruit Wealth are delighted to be representing a highly ambitious and fast growing, national Financial Planning business in their search for an experienced Administrator to join their Advice Operations team for their Westerham regional offices.

This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management.

You’ll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business.

The Opportunity

As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey.

This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment.

The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence.

Key Responsibilities

• Managing the end-to-end new business administration process
• Processing new business accurately and efficiently within agreed service standards
• Liaising with providers, solicitors, accountants and third parties
• Handling Letters of Authority and provider follow-ups
• Supporting Financial Planners with pipeline management and client servicing
• Maintaining accurate and compliant client records across internal systems
• Assisting with meeting preparation and ongoing client communications
• Managing incoming and outgoing correspondence and documentation
• Delivering exceptional client service via telephone and email
• Supporting process improvements and operational efficiencies across the business

What We're Looking For

• Previous experience within a Financial Planning, Wealth Management or wider Financial Services business
• Experience working in a Client Administrator, Financial Services Administrator or similar support role
• Strong organisational skills with excellent attention to detail
• The ability to manage multiple priorities within a busy environment
• Excellent communication and relationship-building skills
• A proactive and team-focused approach
• Good working knowledge of Microsoft Office and provider platforms & back office systems
• Experience using back-office systems such as CURO would be advantageous, although training can be provided.

Why Apply?

• Join a highly respected and growing Financial Planning business
• Work within a supportive and collaborative culture
• Genuine opportunities for progression and development
• Modern systems and technology-focused environment
• Be part of a business committed to delivering outstanding client outcomes
• Hybrid working

Benefits of joining the business:

• 28 days holiday plus Bank Holidays
• Death in Service
• Private Medical Insurance
• Group Income Protection
• Employee Assistance Program
• Medicash
• Private Pension
• Discretionary, up to 10% company annual bonus
• Hybrid/Work from home
• Full support for further professional qualifications.