IFA Administrator: Growth Path in Financial Planning

Recruit Wealth Ltd; Grimsby; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Birthday off

25 days holiday

Study support

Adviser Academy

Career progression

Life assurance

Company pension

Eye-care

Annual salary reviews

Awards programmes

Holiday purchase scheme

Job summary

Recruit Wealth Ltd, a leading national Financial Planning business, seeks an experienced IFA Administrator to join one of its regional offices. You will support Financial Planners and Paraplanners, handling client correspondence, processing new business applications across pensions, investments, and protection, and preparing review packs.

You will manage meetings and diaries, request provider illustrations, and maintain accurate client records using Intelligent Office.

Qualifications

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

Communication

Client service

Multitasking

Tools

Intelligent Office IO

Microsoft Office

Job description

Recruit Wealth Ltd, a leading national Financial Planning business, seeks an experienced IFA Administrator to join one of its regional offices. You will support Financial Planners and Paraplanners, handling client correspondence, processing new business applications across pensions, investments, and protection, and preparing review packs.

You will manage meetings and diaries, request provider illustrations, and maintain accurate client records using Intelligent Office.