IFA Administrator
Posted 1 day ago by Recruit Wealth Limited
£30,000 Per year
Undetermined
Hybrid
Newcastle-Under-Lyme, England, United Kingdom
Summary: The IFA Administrator role at a leading UK Financial Planning and Wealth Management firm involves supporting Financial Planners and Paraplanners to ensure clients receive exceptional service. The position requires experience in an IFA environment and offers opportunities for professional development and progression. The firm is known for its strong reputation and commitment to client service, with a hybrid working model. This role is ideal for proactive individuals looking to contribute to a growing organization.
Key Responsibilities:
- 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
Key Skills:
- 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
Salary (Rate): £30,000.00 yearly
City: Newcastle-Under-Lyme
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Finance
Recruit Wealth are delighted to be representing one of the UK’s most recognised and respected national Financial Planning and Wealth Management names. Are you the right candidate for this opportunity Make sure to read the full description below. 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