IFA Administrator: Grow to Paraplanner & Financial Adviser

Recruit Wealth Ltd; West Midlands; On-site; GBP 26,000 - 32,000; Full time

Benefits offered by this job

25 days holiday plus bank holidays

Birthday day off

Annual salary reviews

Life assurance

Company pension

Staff recognition and awards

Job summary

Recruit Wealth are delighted to represent a leading national Financial Planning business seeking an experienced IFA Administrator to join its West Midlands region. You will work alongside Financial Planners and Paraplanners, ensuring a smooth client journey from first contact to ongoing reviews, managing diaries and processing new business applications across pensions, investments and protection.

The role offers clear career progression within a supportive, high-performing team and a competitive

Qualifications

• Experience within IFA/Financial Planning/Wealth Management administration.
• Strong organisational skills and exceptional attention to detail.
• Excellent communication and client service skills.
• Ability to manage multiple priorities in a busy team environment.

Responsibilities

• Managing client correspondence and maintaining existing and new client relationships.
• Processing new business applications across pensions, investments and protection.
• Preparing annual review packs and further 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 communications and further requests.
• Providing general back-office and operational support using Intelligent Office.
• Ensuring all administration is carried out in line with internal procedures and compliance regulatory standards.

Skills

Organisational skills

Attention to detail

Client service

Communication skills

MS Office proficiency

Job description

Recruit Wealth are delighted to represent a leading national Financial Planning business seeking an experienced IFA Administrator to join its West Midlands region. You will work alongside Financial Planners and Paraplanners, ensuring a smooth client journey from first contact to ongoing reviews, managing diaries and processing new business applications across pensions, investments and protection.

The role offers clear career progression within a supportive, high-performing team and a competitive