IFA Administrator: Grow with a Top Financial Planning Team

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

Benefits offered by this job

25 days holiday + bank holidays

Your birthday off

Annual salary reviews

Staff recognition and awards programme

Study support for professionalindustry

Adviser Academy – in-house training

Clear career progression opportunities

Additional holiday purchase scheme

Life assurance

Company pension

Corporate eye-care cover

Job summary

Recruit Wealth Limited in Marlborough, Wiltshire, is seeking an experienced IFA Administrator to join a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners to deliver a smooth, compliant client experience.

The role offers clear career progression, study support for industry qualifications and a generous benefits package, including 25 days holiday, birthday off and life assurance, with salary £30,000–£32,000 per year.

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

Experience in IFA/Financial Planning

Organisational skills

Communication and client service

Multitasking in busy team

Microsoft Office proficiency

Tools

Microsoft Office

Financial planning systems

Job description

Recruit Wealth Limited in Marlborough, Wiltshire, is seeking an experienced IFA Administrator to join a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners to deliver a smooth, compliant client experience.

The role offers clear career progression, study support for industry qualifications and a generous benefits package, including 25 days holiday, birthday off and life assurance, with salary £30,000–£32,000 per year.