IFA Administrator – Hybrid, Growth‑Driven Wealth Firm

Recruit Wealth Limited; Cardiff; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Hybrid working

Private Medical Insurance

Death in Service

Group Income Protection

Employee Assistance Programme

Medicash

Private Pension

Discretionary bonus, up to 10%

Hybrid/Work from home

Support for professionalQualifications

Job summary

Recruit Wealth Limited in Cardiff seeks an experienced IFA Administrator to support Financial Planners and Paraplanners in a fast-growing, technology-driven firm. You will ensure exceptional client service and accurate administration across the wealth management journey.

The role offers a collaborative environment, ongoing professional development and hybrid working, with career growth as the business expands and invests in technology and operations.

Qualifications

• Experience within Financial Planning and/or Wealth Management.
• Experience in a Client Administrator or similar support role.
• Excellent attention to detail and organisational skills.
• Ability to manage multiple priorities in a busy environment.
• Excellent communication and relationship-building skills.
• Proactive and team-focused approach.
• Good working knowledge of MS Office and provider platforms/back office systems.
• Experience using financial planning back-office systems.

Responsibilities

• Manage end-to-end new business administration process.
• Process new business accurately within service standards.
• Liaise with providers, solicitors, accountants and third parties.
• Handle Letters of Authority and provider follow-ups.
• Support Financial Planners with pipeline management and client servicing.
• Maintain accurate and compliant client records across internal systems.
• Assist with meeting preparation and ongoing client communications.
• Deliver exceptional client service via telephone and email.
• Support process improvements and operational efficiencies.

Skills

Client administration

Organisational skills

Prioritisation

Communication

Relationship-building

Proactive

Team player

Financial planning knowledge

Tools

MS Office

Back-office systems

Provider platforms

Job description

Recruit Wealth Limited in Cardiff seeks an experienced IFA Administrator to support Financial Planners and Paraplanners in a fast-growing, technology-driven firm. You will ensure exceptional client service and accurate administration across the wealth management journey.

The role offers a collaborative environment, ongoing professional development and hybrid working, with career growth as the business expands and invests in technology and operations.