IFA Administrator: Hybrid, Client-First Support

Recruit Wealth; Liverpool; Hybrid; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

Company share scheme

Annual bonus

Job summary

Recruit Wealth is seeking an IFA Administrator to join its administration team. You will work closely with Financial Advisers and paraplanners, delivering high-quality administrative and client service support in a collaborative environment.

The role covers new business, client servicing, investments, pensions, and protection, with opportunities to contribute to compliance, marketing, and wider business initiatives in a hybrid working setting.

Qualifications

• Experience in Financial Services/IFA Administration.
• Good understanding of investments, pensions, protection, providers and platforms.
• Excellent attention to detail and organisational skills.
• Ability to manage multiple cases and competing priorities.
• Strong written and verbal communication skills.

Responsibilities

• Prepare documentation for client meetings and suitability work.
• Process new business and applications.
• Manage Letters of Authority and provider correspondence.
• Prepare valuations and update platforms.
• Maintain accurate client records and policy information.
• Liaise with clients, providers and internal teams by phone and email.
• Keep client files and records fully up to date.
• Support advisers and paraplanners with day-to-day administration.
• Assist with compliance and regulatory requirements.
• Provide a professional and responsive service to clients.
• Support occasional local marketing and wider business initiatives.

Skills

Client service

Team player

Communication skills

Organisational skills

Initiative

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft Teams

Job description

Recruit Wealth is seeking an IFA Administrator to join its administration team. You will work closely with Financial Advisers and paraplanners, delivering high-quality administrative and client service support in a collaborative environment.

The role covers new business, client servicing, investments, pensions, and protection, with opportunities to contribute to compliance, marketing, and wider business initiatives in a hybrid working setting.