IFA Administrator — Hybrid Role with Study Support & Growth

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

Benefits offered by this job

25 days holiday

Birthday off

Annual salary reviews

Hybrid working arrangements

Staff development and study support

Adviser Academy training

Life assurance

Company pension

Eye-care cover

Job summary

Recruit Wealth Limited invites an experienced IFA Administrator to join a leading national financial planning business in Milton Keynes. You will support Financial Planners and Paraplanners, ensuring smooth client administration and professional service.

The role offers a clear career path, hybrid/flexible working arrangements, and a competitive salary in the £30k–£35k range with regular salary reviews.

Qualifications

• Experience within IFA/Financial Planning administration.
• Strong organisational skills and attention to detail.
• Excellent communication and client service.
• Ability to manage multiple priorities in a busy team environment.
• Confidence using Microsoft Office and financial planning systems.

Responsibilities

• Managing client correspondence and maintaining strong client relationships
• Processing new business applications across pensions, investments and protection
• Preparing client review packs and meeting documentation
• Arranging client meetings and managing financial planner diaries
• Requesting provider illustrations and product information
• Maintaining accurate, well-presented and compliant client records on internal systems
• Handling client enquiries, provider communication and requests
• Providing general back-office and operational support using Intelligent Office - IO
• Ensuring all administration is carried out in line with internal procedures and regulatory standards

Skills

Experience in IFA/Financial Planning

Client service

Tools

Intelligent Office IO

Job description

Recruit Wealth Limited invites an experienced IFA Administrator to join a leading national financial planning business in Milton Keynes. You will support Financial Planners and Paraplanners, ensuring smooth client administration and professional service.

The role offers a clear career path, hybrid/flexible working arrangements, and a competitive salary in the £30k–£35k range with regular salary reviews.