IFA Administrator
Recruit Wealth is delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join a highly successful regional office in Ashbourne, Derbyshire.
Opportunity
This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high‑performing advice team.
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
Career Progression
Clear and structured career pathway available. For those who wish to develop their career further, progression opportunities include:
* Trainee Paraplanner
* Paraplanner
* Financial Adviser
Importantly, experienced administrators who wish to remain specialists in financial planning administration are equally valued by the firm.
Benefits & Package
Our client offers a highly competitive package including:
* 25 days holiday plus bank holidays
* Birthday off
* Annual salary reviews
* Staff recognition and awards programmes
* Study support for professional industry qualifications
* Adviser Academy – comprehensive in‑house training programme
* Clear career progression opportunities
* Hybrid and flexible working arrangements
* Additional holiday purchase scheme
* Life assurance
* Company pension
* Corporate eye‑care cover
About You
The role is suited to an individual with existing experience within an IFA or financial planning environment who is looking to further develop their career within a highly respected national firm.
You Will Ideally Bring
* 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
Why Join?
The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers.
Location: Ashbourne, Derbyshire | Salary: £28,000 - £33,000 per year | Job type: Permanent.
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