IFA Administrator

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