IFA Administrator: Pensions & Investments Support

Recruit Wealth; Warwick; Hybrid; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Hybrid working

Private pension

Generous holiday

Group life cover

Income protection

Sick pay

Employee Assistance Programme

Financial wellbeing support

Exam support

Paraplanning progression

Job summary

Recruit Wealth is seeking an experienced IFA Administrator to support Financial Planners and Paraplanners, ensuring a compliant and efficient service for clients. You will manage applications, provider interactions, and client records while contributing to research and reporting tasks.

The role offers hybrid working with three days in the office and two days at home, a competitive salary, and opportunities for progression, including paraplanning paths.

Qualifications

• Experience within an IFA/Financial Planning environment.
• Strong knowledge of pensions and investment products.
• Excellent organisation and attention to detail.
• Strong communication and client service skills.
• A proactive and collaborative approach.

Responsibilities

• Obtain provider information (LOAs) and client illustrations.
• Process new business across pensions, investments and protection.
• Submit applications to providers and platforms.
• Run risk profiler results via FE Analytics.
• Assist with research and fund switch reports.
• Prepare client valuation reports and review documentation.
• Process withdrawals and client instructions.
• Maintain accurate client records on the back-office system.
• Liaise with clients and providers to resolve queries.

Skills

IFA environment

Pensions knowledge

Investment products

Organisation

Communication

Job description

Recruit Wealth is seeking an experienced IFA Administrator to support Financial Planners and Paraplanners, ensuring a compliant and efficient service for clients. You will manage applications, provider interactions, and client records while contributing to research and reporting tasks.

The role offers hybrid working with three days in the office and two days at home, a competitive salary, and opportunities for progression, including paraplanning paths.