IFA Administrator | Career Growth to Paraplanner

Recruit Wealth Limited; Cambridge; On-site; GBP 30,000 - 32,000; Full time

Benefits offered by this job

25 days holiday

Birthday off

Annual salary reviews

Staff recognition

Study support

Adviser Academy

Career progression

Holiday purchase scheme

Life assurance

Company pension

Eye-care cover

Job summary

Recruit Wealth Limited in Cambridge is seeking an experienced IFA Administrator to join a thriving national financial planning network. You will support Financial Planners and Paraplanners, handling client communications, processing pension, investment and protection applications, and maintaining compliant records.

This role offers solid career progression, study support for professional qualifications and a competitive benefits package.

Qualifications

• Experience in an IFA or Financial Planning environment is essential.
• Strong client service and organisational abilities are required.
• Proficiency with Microsoft Office and financial planning systems.

Responsibilities

• Managing client correspondence and maintaining client relationships.
• Processing new business applications across pensions, investments and protection.
• Preparing client review packs and meeting documentation.
• Arranging client meetings and managing advisers' diaries.
• Requesting provider illustrations and product information.
• Maintaining accurate, compliant client records on internal systems.
• Handling enquiries and providing back-office support using IO.

Skills

Client relationships

Organisational skills

Attention to detail

Communication

MS Office

Financial systems

Tools

Intelligent Office IO

Job description

Recruit Wealth Limited in Cambridge is seeking an experienced IFA Administrator to join a thriving national financial planning network. You will support Financial Planners and Paraplanners, handling client communications, processing pension, investment and protection applications, and maintaining compliant records.

This role offers solid career progression, study support for professional qualifications and a competitive benefits package.