IFA Administrator

Recruit Wealth Ltd • Permanent • Leamington Spa, Warwickshire, England, United Kingdom • £32k - £36k / year • 2d ago

Join a Modern, Forward-Thinking Financial Planning Business!

Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Leamington Spa regional offices.

This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management.

You’ll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business.

The Opportunity

As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey.

This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment.

The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence.

Key Responsibilities

Managing the end-to-end new business administration process
Processing new business accurately and efficiently within agreed service standards
Liaising with providers, solicitors, accountants and third parties
Handling Letters of Authority and provider follow-ups
Supporting Financial Planners with pipeline management and client servicing
Maintaining accurate and compliant client records across internal systems
Assisting with meeting preparation and ongoing client communications
Managing incoming and outgoing correspondence and documentation
Delivering exceptional client service via telephone and email
Supporting process improvements and operational efficiencies across the business

What We’re Looking For

We are keen to speak with individuals who have:

Previous experience within a Financial Planning, Wealth Management or wider Financial Services business
Experience working in a Client Administrator, Financial Services Administrator or similar support role
Strong organisational skills with excellent attention to detail
The ability to manage multiple priorities within a busy environment
Excellent communication and relationship-building skills
A proactive and team-focused approach
Good working knowledge of Microsoft Office and provider platforms & back office systems
Experience using back-office systems such as CURO would be advantageous, although training can be provided.

Why Apply?

Join a highly respected and fast growing, national Financial Planning business
Work within a supportive and collaborative culture
Genuine opportunities for progression and development
Modern systems and technology-focused environment
Be part of a business committed to delivering outstanding client outcomes
Hybrid working

Benefits of joining the business:

28 days holiday plus Bank Holidays - Death in Service - Private Medical Insurance - Group Income Protection - Employee Assistance Program - Medicash - Private Pension - Discretionary 10% company annual bonus - Hybrid/Work from home - Full support for further professional qualifications.

Apply Now

If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive Financial Planning firm, we would love to hear from you.

To apply or find out more, please contact Recruit Wealth today!

Apply

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