IFA Administrator — Clear Career Path to Paraplanner

Recruit Wealth; Cambridge; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

25 days holiday plus bank holidays

Your birthday off

Annual salary reviews

Staff recognition and awards

Study support for professional quals

Adviser Academy - in-house training

Career progression opportunities

Holiday purchase scheme

Life assurance

Company pension

Eye-care cover

Job summary

Recruit Wealth is seeking an experienced IFA Administrator to join one of its high-performing regional offices, playing a key role in delivering a smooth, compliant financial planning service.

You will support Financial Planners and Paraplanners, manage client records, process applications and coordinate meetings, with a clear career path and strong study support in a supportive culture. The client base spans pensions, investments, and long-term planning, offering good progression and stability.

Qualifications

• Experience in IFA/Financial Planning administration.
• Strong organisational skills and exceptional attention to detail.
• Excellent communication and client service abilities.

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

IFA Administration

Client Service

Organisational Skills

Tools

Microsoft Office

Intelligent Office IO

Job description

Recruit Wealth is seeking an experienced IFA Administrator to join one of its high-performing regional offices, playing a key role in delivering a smooth, compliant financial planning service.

You will support Financial Planners and Paraplanners, manage client records, process applications and coordinate meetings, with a clear career path and strong study support in a supportive culture. The client base spans pensions, investments, and long-term planning, offering good progression and stability.