IFA Administrator | Career Growth in Financial Planning

Recruit Wealth Ltd; Leeds; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

25 days holiday

Birthday leave

Annual salary reviews

Study support for qualifications

Adviser Academy training

Life assurance

Company pension

Corporate eye-care

Job summary

Recruit Wealth Ltd is seeking an experienced IFA Administrator to join our regional office in Leeds and support a high-performing advisory team. You will work closely with Financial Planners and Paraplanners, handling client correspondence, new business processing, meeting packs, and diary management to deliver a smooth client experience.

The role requires strong organisation, attention to detail, and excellent communication.

Qualifications

• Experience in IFA/Financial Planning administration is required.
• Strong organisational skills and attention to detail are essential.
• Excellent communication and client service skills are required.

Responsibilities

• 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 and provider communication
• Providing general back-office and operational support using Intelligent Office - IO
• Ensuring all administration aligns with internal procedures and regulatory standards

Skills

Organisational skills

Attention to detail

Client service

Multi-priority management

Microsoft Office

Tools

Intelligent Office IO

Job description

Recruit Wealth Ltd is seeking an experienced IFA Administrator to join our regional office in Leeds and support a high-performing advisory team. You will work closely with Financial Planners and Paraplanners, handling client correspondence, new business processing, meeting packs, and diary management to deliver a smooth client experience.

The role requires strong organisation, attention to detail, and excellent communication.