Job Description
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK.
This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning.
With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers.
The 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.
You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience.
Your responsibilities will include:
* 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
Genuine Career Progression
One of the key attractions of joining this business is the clear and structured career pathway available.
For those who wish to develop their career further, the firm offers progression opportunities into:
* Trainee Paraplanner
* Paraplanner
* Financial Adviser
Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team.
Benefits & Package
Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including:
* 25 days holiday plus bank holidays
* Your 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
This role will suit 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.
Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector.
Please apply to us here at Recruit Wealth for an immediate response