IFA Administrator | Wealth Management Career Growth

Recruit Wealth Ltd; Stafford; Presencial; GBP 23.000 - 30.000; Jornada completa

Descripción de la vacante

Recruit Wealth are seeking an experienced IFA Administrator to join one of their regional offices within a nationally recognised financial planning business. You will support Financial Planners and Paraplanners to deliver a smooth client experience.

Key responsibilities include managing client communications, processing new business across pensions and investments, and maintaining compliant client records, with opportunities for career progression within the advisory team.

Formación

• Experience within IFA/Financial Planning/Wealth Management administration.
• Strong organisational skills and attention to detail.
• Excellent communication and client service skills.
• Ability to manage multiple priorities in a busy team.
• Confidence using Microsoft Office and financial planning systems.
• Knowledge of provider/platform, pension and investment processes.

Responsabilidades

• Manage client correspondence and relationships.
• Process new business applications across pensions, investments and protection.
• Prepare annual 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.

Conocimientos

IFA administration

Client service

Attention to detail

Organisational skills

Microsoft Office

Educación

Professional qualifications support

Herramientas

Intelligent Office

Descripción del empleo

Recruit Wealth are seeking an experienced IFA Administrator to join one of their regional offices within a nationally recognised financial planning business. You will support Financial Planners and Paraplanners to deliver a smooth client experience.

Key responsibilities include managing client communications, processing new business across pensions and investments, and maintaining compliant client records, with opportunities for career progression within the advisory team.