IFA Administrator

Recruit Wealth Limited; Weybridge; Hybrid; GBP 32,000 - 35,000; Full time

Benefits offered by this job

25 days holiday plus bank holidays

Your birthday off

Annual salary reviews

Staff recognition and awards programmes

Study support for professional industry qualifications

Adviser Academy – comprehensive in-house training programme

Clear career progression opportunities

Hybrid and flexible working arrangements

Additional holiday purchase scheme

Life assurance

Company pension

Corporate eye-care cover

Job summary

Recruit Wealth Limited is seeking an experienced IFA Administrator to join its team in Weybridge, Surrey. This role involves managing client correspondence, processing new business applications, and maintaining compliance in internal records.

The ideal candidate will bring prior experience in IFA administration and possess excellent organisational and communication skills. The firm offers career progression opportunities, hybrid working arrangements, and various benefits including 25 days holiday, study support, and life assurance.

Qualifications

• Experience in IFA or financial planning environment.
• Ability to develop within a respected national firm.

Responsibilities

• Manage client correspondence and maintain strong client relationships.
• Process new business applications across pensions, investments and protection.
• Prepare client review packs and meeting documentation.
• Arrange client meetings and manage financial planner diaries.
• Request provider illustrations and product information.
• Maintain accurate client records on internal systems.
• Handle client enquiries and provider communication.
• Provide general back-office and operational support.
• Ensure all administration aligns with procedures and regulatory standards.

Skills

Previous experience within IFA/Financial Planning administration

Strong organisational skills

Exceptional attention to detail

Excellent communication skills

Client service skills

Ability to manage multiple priorities

Confidence using Microsoft Office

Job description

IFA Administrator

A leading national financial planning business is looking for an experienced IFA Administrator to join its Weybridge, Surrey office.

The Opportunity

An experienced IFA Administrator will become a valued member of a professional, supportive and high‑performing advice team.

Your Responsibilities Will Include

• Managing client correspondence and maintaining strong client relationships
• Processing new business applications across pensions, investments and protection
• Preparing client review packs and 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 communication and requests
• Providing general back‑office and operational support using Intelligent Office (IO)
• Ensuring all administration is carried out in line with internal procedures and regulatory standards

Career Progression

The firm offers a clear and structured pathway. Opportunities include Trainee Paraplanner, Paraplanner, or Financial Adviser, although administrators who wish to specialise in administration can also build long‑term careers within the team.

Benefits & Package

• 25 days holiday plus bank holidays
• Your birthday off
• Annual salary reviews
• Staff recognition and awards programmes
• Study support for professional industry qualifications
• Adviser Academy – comprehensive in‑house training programme
• Clear career progression opportunities
• Hybrid and flexible working arrangements
• Additional holiday purchase scheme
• Life assurance
• Company pension
• Corporate eye‑care cover

About You

This role is suitable for an individual with existing experience in an IFA or financial planning environment who is looking to develop their career within a respected national firm.

You Will Ideally Bring

• Previous experience within IFA/Financial Planning 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 financial planning systems

Location & Salary

Weybridge, Surrey, United Kingdom | Salary: £32,000 – £35,000 per year | Permanent