IFA Administrator — Hybrid Role with Clear Career Path

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

Benefits offered by this job

25 days holiday plus bank holidays

Annual salary reviews

Study support for professional qualifications

Life assurance

Company pension

Job summary

Recruit Wealth Limited is seeking an experienced IFA Administrator to join their successful team in Maidstone. In this role, you will manage client correspondence, process business applications, and prepare documentation while maintaining compliant client records.

The firm offers a structured career pathway, generous benefits such as 25 days annual leave plus your birthday off, and hybrid working arrangements, making it a great opportunity for growth in financial planning administration.

Qualifications

• Experience in IFA or Financial Planning administration.
• Strong organisational skills and exceptional attention to detail.
• Excellent communication and client service skills.

Responsibilities

• Manage client correspondence and maintain strong relationships.
• Process new business applications across various sectors.
• Prepare client review packs and arrange meetings.
• Maintain accurate client records and ensure compliance.

Skills

Organisational skills

Client service skills

Attention to detail

Microsoft Office

Tools

Intelligent Office – IO

Job description

Recruit Wealth Limited is seeking an experienced IFA Administrator to join their successful team in Maidstone. In this role, you will manage client correspondence, process business applications, and prepare documentation while maintaining compliant client records.

The firm offers a structured career pathway, generous benefits such as 25 days annual leave plus your birthday off, and hybrid working arrangements, making it a great opportunity for growth in financial planning administration.