IFA Administrator - Growth Path to Paraplanner/Adviser

Recruit Wealth Ltd; Wakefield; On-site; GBP 21,000 - 30,000; 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 qualifications

Adviser Academy and progression paths

Corporate eye-care cover

Job summary

Recruit Wealth are seeking an experienced IFA Administrator to join their busy office and support a team of Financial Planners. You will manage client communications, process new business applications and prepare documentation to ensure a smooth client journey.

You will work closely with planners and paraplanners, with clear career progression into Paraplanner or Adviser roles. A strong benefits package backs a stable, supportive work environment.

Qualifications

• Experience in an IFA/financial planning environment.
• Ability to manage multiple priorities with accuracy.
• Excellent communication and client service abilities.

Responsibilities

• Manage client correspondence and relationships.
• Process new business applications across pensions, investments and protection.
• Prepare annual review packs and meeting documents.
• Arrange client meetings and manage diaries for financial planners.
• Request provider illustrations and product information.
• Maintain accurate, compliant client records on internal systems.
• Handle enquiries and provider communications as needed.
• Provide back-office support using Intelligent Office.
• Ensure administration aligns with procedures and regulatory standards.

Skills

Organisational skills

Attention to detail

Communication skills

Client service

Tools

Microsoft Office

Financial planning systems

Job description

Recruit Wealth are seeking an experienced IFA Administrator to join their busy office and support a team of Financial Planners. You will manage client communications, process new business applications and prepare documentation to ensure a smooth client journey.

You will work closely with planners and paraplanners, with clear career progression into Paraplanner or Adviser roles. A strong benefits package backs a stable, supportive work environment.