IFA Administrator | Hybrid Role with Study Support

Recruit Wealth Limited; Weybridge; Hybrid; GBP 32,000 - 35,000; Full time

Benefits offered by this job

25 days holiday plus bank holidays

Your birthday off

Annual salary reviews

Staff recognition and awards programmes

Study support for professional industry qualifications

Adviser Academy – comprehensive in-house training programme

Clear career progression opportunities

Hybrid and flexible working arrangements

Additional holiday purchase scheme

Life assurance

Company pension

Corporate eye-care cover

Job summary

Recruit Wealth Limited is seeking an experienced IFA Administrator to join its team in Weybridge, Surrey. This role involves managing client correspondence, processing new business applications, and maintaining compliance in internal records.

The ideal candidate will bring prior experience in IFA administration and possess excellent organisational and communication skills. The firm offers career progression opportunities, hybrid working arrangements, and various benefits including 25 days holiday, study support, and life assurance.

Qualifications

• Experience in IFA or financial planning environment.
• Ability to develop within a respected national firm.

Responsibilities

• Manage client correspondence and maintain strong client relationships.
• Process new business applications across pensions, investments and protection.
• Prepare client review packs and meeting documentation.
• Arrange client meetings and manage financial planner diaries.
• Request provider illustrations and product information.
• Maintain accurate client records on internal systems.
• Handle client enquiries and provider communication.
• Provide general back-office and operational support.
• Ensure all administration aligns with procedures and regulatory standards.

Skills

Previous experience within IFA/Financial Planning administration

Strong organisational skills

Exceptional attention to detail

Excellent communication skills

Client service skills

Ability to manage multiple priorities

Confidence using Microsoft Office

Job description

Recruit Wealth Limited is seeking an experienced IFA Administrator to join its team in Weybridge, Surrey. This role involves managing client correspondence, processing new business applications, and maintaining compliance in internal records.

The ideal candidate will bring prior experience in IFA administration and possess excellent organisational and communication skills. The firm offers career progression opportunities, hybrid working arrangements, and various benefits including 25 days holiday, study support, and life assurance.