IFA Administrator — Path to Paraplanner & Adviser

Recruit Wealth; Halesowen; On-site; GBP 27,000 - 36,000; Full time

Job summary

Recruit Wealth is seeking an experienced IFA Administrator to join a professional and high-performing advice team in our regional office. You will work closely with Financial Planners and Paraplanners, ensuring a smooth and compliant client experience across pensions, investments and protection.

The role offers clear career progression within a nationally respected firm, with extensive study support and a strong emphasis on staff development and work-life balance.

Qualifications

• Experience in IFA/Financial Planning administration is required.
• Strong organisational skills and exceptional attention to detail are essential.
• Excellent communication and client service skills are required.
• Ability to manage multiple priorities in a busy team environment.
• Proficiency in 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

Client service

Organisational skills

Communication skills

Attention to detail

Time management

Tools

Microsoft Office

Job description

Recruit Wealth is seeking an experienced IFA Administrator to join a professional and high-performing advice team in our regional office. You will work closely with Financial Planners and Paraplanners, ensuring a smooth and compliant client experience across pensions, investments and protection.

The role offers clear career progression within a nationally respected firm, with extensive study support and a strong emphasis on staff development and work-life balance.