IFA Administrator - Hybrid & Flexible Working

Recruit Wealth Limited; Lincoln; Hybrid; GBP 30,000 - 33,000; Full time

Benefits offered by this job

Hybrid working

Annual company bonus

Comprehensive benefits

Flexible working

Company share scheme

Job summary

Recruit Wealth Limited in Lincoln, United Kingdom, is seeking an experienced IFA Administrator to join a collaborative advisory team. You will provide high-quality administrative and client service support, working closely with Financial Advisers and paraplanners to keep processes smooth and client-focused.

The role covers new business, client servicing, investments, pensions and protection cases, with a culture that values every team member.

Qualifications

• Previous experience within Financial Services/IFA Administration
• A good understanding of investments, pensions, protection, providers and platforms
• Good knowledge of Microsoft Word, Excel, Outlook and Teams
• Experience dealing with financial advisers, providers and clients
• Excellent attention to detail and organisational skills
• The ability to manage multiple cases and competing priorities
• Strong written and verbal communication skills
• A proactive, positive and professional approach
• The confidence to use your own initiative and take responsibility for your workload
• A genuine team-player mentality

Responsibilities

• Preparing documentation for client meetings and suitability work
• Processing new business and applications
• Managing Letters of Authority and provider correspondence
• Preparing valuations and updating platforms
• Maintaining accurate client records and policy information
• Liaising with clients, providers and internal teams by phone and email
• Keeping client files and records fully up to date
• Supporting advisers and paraplanners with day-to-day administration
• Assisting with compliance and regulatory requirements
• Providing a professional and responsive service to clients
• Supporting occasional local marketing and wider business initiatives

Skills

Team player

Attention to detail

Organisational skills

Communication skills

Tools

Microsoft Word

Excel

Outlook

Teams

Job description

Recruit Wealth Limited in Lincoln, United Kingdom, is seeking an experienced IFA Administrator to join a collaborative advisory team. You will provide high-quality administrative and client service support, working closely with Financial Advisers and paraplanners to keep processes smooth and client-focused.

The role covers new business, client servicing, investments, pensions and protection cases, with a culture that values every team member.