Recruit Wealth are delighted to be representing one of the UK’s most recognised and respected national Financial Planning and Wealth Management names.
Our client provides independent, expert financial advice with exceptional client service at the heart of everything they do. With 30+ offices nationwide and over 200 Financial Planners, the business has built a strong reputation as a leading name in UK Financial Planning and continues to grow rapidly.
Due to continued expansion and increasing client demand, they are now looking to recruit experienced IFA Administrators to join their highly professional regional teams.
THE ROLE:
Working closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first-class, efficient and compliant service.
Your responsibilities will include:
Obtaining provider information (LOAs) and client illustrations
Processing new business across pensions, investments and protection
Submitting applications to providers and platforms
Running risk profiler results via FE Analytics
Assisting with research and fund switch reports
Preparing client valuation reports and review documentation
Processing withdrawals and client instructions
Maintaining accurate client records on the back-office system
Liaising with clients and providers to resolve queries
WHAT WE'RE LOOKING FOR:
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
WHAT'S ON OFFER:
Competitive salary
Hybrid working – 3 days office/2 days home
Private pension
Generous holiday allowance, increasing with service
Group life cover, x4 salary
Income protection
Company sick pay
Employee Assistance Programme
Financial wellbeing support
Exam support and ongoing professional development
Clear progression opportunities, including Paraplanning for example
This is an excellent opportunity to join a fast-growing, well-respected Financial Planning name, backed by private equity.
If you’re an experienced IFA Administrator looking to join a supportive, professional and forward-thinking organisation, we’d love to hear from you.
Please apply to us here at Recruit Wealth for an immediate response