Recruit Wealth are delighted to represent one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join a regional office within a thriving national network of 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 a client that genuinely invests in its people and their long‑term careers.
The Opportunity
We are seeking 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.
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
Genuine Career Progression
There is a clear and structured career pathway available. For those wishing to progress, opportunities include:
* Trainee Paraplanner
* Paraplanner
* Financial Adviser
Experienced administrators can also remain specialists and build long‑term careers within the team.
Benefits & Package
* 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.
Ideally you will 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.
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