IFA Administrator — Study Support & Career Progression

Recruit Wealth; Guiseley; Hybrid; GBP 24,000 - 32,000; Full time

Benefits offered by this job

25 days holiday

Birthday off

Salary reviews

Recognition programmes

Study support

Adviser Academy

Career progression

Holiday purchase scheme

Life assurance

Company pension

Eye-care cover

Job summary

Recruit Wealth, a leading national Financial Planning business, is seeking an experienced IFA Administrator to join one of its regional offices. You will support Financial Planners and Paraplanners to deliver a smooth, professional financial planning service.

Key duties include managing client correspondence, processing pension, investment and protection applications, preparing review packs, and maintaining compliant client records. The role offers clear career progression and study support.

Qualifications

• Experience in an IFA/Financial Planning administration environment.
• Strong organisational skills and excellent attention to detail.
• Excellent communication and client service abilities.
• Ability to manage multiple priorities in a busy team.
• Comfort with 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 communications and requests.
• Providing back-office support using Intelligent Office (IO).
• Ensuring all administration aligns with internal procedures and regulatory standards.

Skills

Organisational skills

Attention to detail

Communication skills

Client service

Prioritisation

Microsoft Office

Tools

Financial planning systems

Job description

Recruit Wealth, a leading national Financial Planning business, is seeking an experienced IFA Administrator to join one of its regional offices. You will support Financial Planners and Paraplanners to deliver a smooth, professional financial planning service.

Key duties include managing client correspondence, processing pension, investment and protection applications, preparing review packs, and maintaining compliant client records. The role offers clear career progression and study support.