IFA Administrator - Hybrid, Study Support & Career Path

Recruit Wealth Limited; West Midlands; Hybrid; GBP 30,000 - 32,000; Full time

Benefits offered by this job

25 days holiday plus bank holidays

Birthday off

Annual salary reviews

Study support for professional qualifications

Life assurance

Company pension

Corporate eye-care cover

Job summary

Recruit Wealth Limited is offering an IFA Administrator position in West Midlands. The role involves managing client relations, processing business applications, and preparing documentation. The firm is known for its supportive culture and invests in employee development, providing benefits such as 25 days holiday, study support for qualifications, and hybrid working arrangements. Ideal candidates will have prior experience in IFA administration and strong organizational skills, and they will find great opportunities for career progression within the organization.

Qualifications

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

Responsibilities

• Managing client correspondence and maintaining strong client relationships.
• Processing new business applications across pensions and investments.
• Preparing client review packs and meeting documentation.
• Arranging client meetings and managing financial planner diaries.
• Maintaining accurate client records on internal systems.

Skills

Organisational skills

Attention to detail

Client service skills

Proficiency in Microsoft Office

Job description

Recruit Wealth Limited is offering an IFA Administrator position in West Midlands. The role involves managing client relations, processing business applications, and preparing documentation. The firm is known for its supportive culture and invests in employee development, providing benefits such as 25 days holiday, study support for qualifications, and hybrid working arrangements. Ideal candidates will have prior experience in IFA administration and strong organizational skills, and they will find great opportunities for career progression within the organization.