IFA Administrator - Hybrid, Tech-Driven Wealth Planning

Recruit Wealth Limited; Glasgow; Hybrid; GBP 32,000 - 36,000; Full time

Benefits offered by this job

28 days holiday

Private Medical Insurance

Group Income Protection

Discretionary bonus

Hybrid/Work from home

Support for professionalQualifications

Job summary

Recruit Wealth Limited in Glasgow is seeking an experienced Client Administrator to support Financial Planners and Paraplanners within a forward-looking advice operations team.

This is a fast-paced, modern, technology-driven environment focused on exceptional client outcomes and continuous improvement. Hybrid working, development opportunities, and a supportive culture are offered to help you grow.

Qualifications

• Experience in Financial Planning, Wealth Management or related sector.
• Experience as Client Administrator or similar support role.
• Strong organisational skills with excellent attention to detail.

Responsibilities

• Managing the end-to-end new business administration process.
• Processing new business accurately and efficiently within service standards.
• Liaising with providers, solicitors, accountants and third parties.
• Handling Letters of Authority and provider follow-ups.
• Supporting Financial Planners with pipeline management and client servicing.
• Maintaining accurate and compliant client records across internal systems.
• Assisting with meeting preparation and ongoing client communications.
• Managing incoming and outgoing correspondence and documentation.
• Delivering exceptional client service via telephone and email.
• Supporting process improvements and operational efficiencies across the business.

Skills

Organisational skills

Attention to detail

Multitasking

Communication

Relationship-building

Team-focused

MS Office proficiency

Tools

CURO

Job description

Recruit Wealth Limited in Glasgow is seeking an experienced Client Administrator to support Financial Planners and Paraplanners within a forward-looking advice operations team.

This is a fast-paced, modern, technology-driven environment focused on exceptional client outcomes and continuous improvement. Hybrid working, development opportunities, and a supportive culture are offered to help you grow.