Senior IFA Administrator | Hybrid Role + Study Support

Recruit Wealth; North East; Hybrid; GBP 24,000 - 30,000; Full time

Benefits offered by this job

25 days holiday

Birthday off

Salary reviews

Staff recognition and awards

Study support

Adviser Academy

Career progression

Hybrid/flexible working

Holiday purchase scheme

Life assurance

Company pension

Eye-care cover

Job summary

Recruit Wealth are seeking an experienced IFA Administrator to join their regional office within a leading national Financial Planning business. You will support Financial Planners and Paraplanners, manage client records, prepare documentation and assist with new business processing across pensions and investments.

The role offers a clear career pathway, hybrid/flexible working and a structured development programme including study support and in-house training. A stable, long-term career awaits.

Qualifications

• Previous experience within IFA/Financial Planning administration
• Strong organisational skills and exceptional attention to detail
• Excellent communication and client service skills
• The ability to manage multiple priorities in a busy team environment
• Confidence using 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 communication and requests
• Providing general back-office and operational support using Intelligent Office - IO
• Ensuring all administration is carried out in line with internal procedures and regulatory standards

Skills

IFA administration

Organisational skills

Client service

Microsoft Office

Financial planning systems

Tools

Intelligent Office IO

Job description

Recruit Wealth are seeking an experienced IFA Administrator to join their regional office within a leading national Financial Planning business. You will support Financial Planners and Paraplanners, manage client records, prepare documentation and assist with new business processing across pensions and investments.

The role offers a clear career pathway, hybrid/flexible working and a structured development programme including study support and in-house training. A stable, long-term career awaits.