IFA Administrator: Path to Paraplanner + Study Support

Recruit Wealth Limited; Chesham; On-site; GBP 32,000 - 35,000; Full time

Benefits offered by this job

25 days holiday plus bank holidays

Birthday off

Annual salary reviews

Study support for qualifications

Pension

Job summary

Recruit Wealth Limited is seeking an experienced IFA Administrator to join a leading national financial planning firm at their Chesham office. You will work with Financial Planners and Paraplanners to deliver a smooth, professional planning experience for clients.

The role involves managing client communications, processing applications across pensions, investments and protection, and preparing review packs. A strong focus on accuracy, compliance and excellent service is essential.

Qualifications

• Experience in an IFA/Financial Planning administration role.
• Strong organisational skills and attention to detail.
• Excellent communication and client service abilities.

Responsibilities

• Manage client correspondence and maintain relationships.
• Process new business applications across pensions, investments and protection.
• Prepare client review packs and meeting documentation.
• Arrange client meetings and manage adviser diaries.
• Request provider illustrations and product information.
• Maintain accurate, compliant client records on internal systems.
• Handle client enquiries and provider communications.
• Provide back-office support using Intelligent Office.
• Ensure administration complies with internal procedures and regulatory standards.

Skills

IFA administration

Financial planning administration

Microsoft Office

Tools

Intelligent Office IO

Job description

Recruit Wealth Limited is seeking an experienced IFA Administrator to join a leading national financial planning firm at their Chesham office. You will work with Financial Planners and Paraplanners to deliver a smooth, professional planning experience for clients.

The role involves managing client communications, processing applications across pensions, investments and protection, and preparing review packs. A strong focus on accuracy, compliance and excellent service is essential.