IFA Administrator – Growth Path & Study Support

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

Benefits offered by this job

25 days holiday plus bank holidays

Your birthday off

Annual salary reviews

Additional holiday purchase scheme

Life assurance

Company pension

Staff recognition and awards

Study support for industry quals

Adviser Academy and progression paths

Corporate eye-care cover

Job summary

Recruit Wealth Ltd is seeking an experienced IFA Administrator to join a busy regional office within a leading national financial planning group. You will support Financial Planners and Paraplanners, handling client correspondence and processing applications across pensions, investments and protection.

The role emphasizes accuracy, regulatory compliance and high-quality client service, with clear pathways into Paraplanner or Adviser roles as part of a supportive, award-winning team.

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.
• Good provider, pension and investment knowledge.

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

Client service

Organisational skills

Attention to detail

Communication skills

Time management

Tools

Microsoft Office

Financial planning systems

Job description

Recruit Wealth Ltd is seeking an experienced IFA Administrator to join a busy regional office within a leading national financial planning group. You will support Financial Planners and Paraplanners, handling client correspondence and processing applications across pensions, investments and protection.

The role emphasizes accuracy, regulatory compliance and high-quality client service, with clear pathways into Paraplanner or Adviser roles as part of a supportive, award-winning team.