IFA Administrator — Path to Paraplanner/Adviser

Recruit Wealth Ltd; Compton; On-site; GBP 26,000 - 32,000; Full time

Benefits offered by this job

25 days holiday plus bank holidays

Birthday off

Annual salary reviews

Life assurance

Company pension

Study support for qualifications

Adviser Academy and career progression

Eye-care cover

Job summary

Recruit Wealth Ltd is seeking an experienced IFA Administrator to join one of its regional offices. You will support Financial Planners and Paraplanners, handling client correspondence, new business processing, and diary management to ensure a smooth and compliant client journey.

The role offers a clear career path within a respected national firm, with opportunities for progression to Paraplanner or Adviser roles and a strong focus on staff development and professional qualifications.

Qualifications

• Experience in an IFA/Financial Planning administration environment.
• Strong organisational skills with excellent attention to detail.
• Excellent communication and client service abilities.
• Ability to manage multiple priorities in a busy team.
• Proficiency in Microsoft Office and financial planning systems.
• Knowledge of provider, pension and investment concepts.

Responsibilities

• Managing client correspondence and maintaining existing and new client relationships.
• Processing new business applications across pensions, investments and protection.
• Preparing annual 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 and provider communications.
• Providing general back-office and operational support using Intelligent Office.
• Ensuring all administration is carried out in line with internal procedures and regulatory standards.

Skills

Organisational skills

Attention to detail

Communication skills

Client service

Multitasking

Microsoft Office

Intelligent Office

Tools

Intelligent Office

Job description

Recruit Wealth Ltd is seeking an experienced IFA Administrator to join one of its regional offices. You will support Financial Planners and Paraplanners, handling client correspondence, new business processing, and diary management to ensure a smooth and compliant client journey.

The role offers a clear career path within a respected national firm, with opportunities for progression to Paraplanner or Adviser roles and a strong focus on staff development and professional qualifications.