IFA Administrator - Growth Path to Paraplanner/Adviser

Recruit Wealth Ltd; Cambridge; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Study support for professionalindustry

Job summary

Recruit Wealth Ltd. is seeking an experienced IFA Administrator to join a professional, supportive and high-performing advice team in their Cambridge office.

You will manage client correspondence, process new business applications across pensions, investments and protection, and prepare client review packs and meeting documentation. The role offers clear career progression within a nationally recognised financial planning firm, with study support for professional qualifications and a strong

Qualifications

• Previous experience within IFA/Financial Planning 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
• 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 skills

Multitasking

Client service skills

Tools

Intelligent Office IO

Microsoft Office

Financial planning systems

Job description

Recruit Wealth Ltd. is seeking an experienced IFA Administrator to join a professional, supportive and high-performing advice team in their Cambridge office.

You will manage client correspondence, process new business applications across pensions, investments and protection, and prepare client review packs and meeting documentation. The role offers clear career progression within a nationally recognised financial planning firm, with study support for professional qualifications and a strong