IFA Administrator | Hybrid, Pensions & Investments Support

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

Benefits offered by this job

Private pension

Generous holiday allowance

Group life cover, x4 salary

Income protection

Company sick pay

Employee Assistance Programme

Financial wellbeing support

Exam support and ongoing professional development

Clear progression opportunities

Job summary

Recruit Wealth Limited is seeking an experienced IFA Administrator in Bromsgrove to support Financial Planners in providing first-class service to clients. Responsibilities include processing new business, maintaining client records, and liaising with clients and providers. The role offers a competitive salary of £30,000 - £35,000 per year, hybrid working (3 days office, 2 days home), and excellent perks such as private pension and generous holiday allowance. This is an opportunity to join a respected Financial Planning firm with clear career progression opportunities.

Qualifications

• Proven experience in an IFA/Financial Planning environment.
• Solid understanding of pensions and investment products.
• Strong communication and client service skills.

Responsibilities

• Support the advice process and ensure clients receive efficient service.
• Obtain provider information and client illustrations.
• Process new business across pensions, investments, and protection.
• Assist with research and fund switch reports.
• Prepare client valuation reports and documentation.
• Liaise with clients and providers to resolve queries.

Skills

Experience within an IFA/Financial Planning environment

Strong knowledge of pensions and investment products

Excellent organisation and attention to detail

Strong communication and client service skills

A proactive and collaborative approach

Job description

Recruit Wealth Limited is seeking an experienced IFA Administrator in Bromsgrove to support Financial Planners in providing first-class service to clients. Responsibilities include processing new business, maintaining client records, and liaising with clients and providers. The role offers a competitive salary of £30,000 - £35,000 per year, hybrid working (3 days office, 2 days home), and excellent perks such as private pension and generous holiday allowance. This is an opportunity to join a respected Financial Planning firm with clear career progression opportunities.