IFA Administrator — Career Path to Paraplanner/Adviser

Recruit Wealth; Grimsby; On-site; GBP 24,000 - 32,000; Full time

Benefits offered by this job

25 days holiday plus bank holidays

Birthday off

Annual salary reviews

Staff recognition and awards

Study support for professionalindustry

Adviser Academy - in-house training

Career progression opportunities

Holiday purchase scheme

Life assurance

Company pension

Eye-care cover

Job summary

Recruit Wealth seeks an experienced IFA Administrator to join one of its regional offices and support a busy advice team in delivering a high-quality financial planning service. You will work closely with Financial Planners and Paraplanners to ensure a smooth, professional experience for clients.

You will manage client correspondence, process new business across pensions, investments and protection, prepare review packs and meeting documentation, arrange client meetings and maintain accurate

Qualifications

• 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.

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, 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

Skills

Organisational skills

Attention to detail

Excellent communication

Client service

Time management

Tools

Microsoft Office

Financial planning systems

Intelligent Office (IO)

Job description

Recruit Wealth seeks an experienced IFA Administrator to join one of its regional offices and support a busy advice team in delivering a high-quality financial planning service. You will work closely with Financial Planners and Paraplanners to ensure a smooth, professional experience for clients.

You will manage client correspondence, process new business across pensions, investments and protection, prepare review packs and meeting documentation, arrange client meetings and maintain accurate