IFA Administrator - Wealth Planning Support & Career Growth

Recruit Wealth Ltd; Cambridgeshire and Peterborough; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Birthday off

Annual salary reviews

Holiday purchase scheme

Life assurance

Company pension

Study support for industry quals

Adviser Academy and career progression

Job summary

Recruit Wealth Ltd is seeking an experienced IFA Administrator to join a regional office, supporting Financial Planners and Paraplanners to deliver high-quality financial planning outcomes. You will manage client relationships, process new business, prepare review packs and organise meetings, while maintaining compliant records using Intelligent Office.

The role offers clear career progression within a respected national financial planning group with a supportive culture and a strong emphasis on

Qualifications

• Experience within an IFA/Financial Planning environment is essential.
• Strong organisation and exceptional attention to detail are required.
• Excellent communication and client service skills are essential.
• Ability to manage multiple priorities in a busy team environment.
• Confident using Microsoft Office and financial planning systems.
• Good provider, pension and investment knowledge is preferred.

Responsibilities

• Managing client correspondence and maintaining existing and new client relationships.
• Processing new business applications across pensions, investments and protection.
• Preparing annual 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 and provider communications.
• Providing general back-office and operational support using Intelligent Office.
• Ensuring all administration is carried out in line with internal procedures and compliance regulatory standards.

Skills

Admin experience

Client service

Organisational skills

Communication

Microsoft Office

Tools

Intelligent Office

CRM systems

Job description

Recruit Wealth Ltd is seeking an experienced IFA Administrator to join a regional office, supporting Financial Planners and Paraplanners to deliver high-quality financial planning outcomes. You will manage client relationships, process new business, prepare review packs and organise meetings, while maintaining compliant records using Intelligent Office.

The role offers clear career progression within a respected national financial planning group with a supportive culture and a strong emphasis on