Recruit Wealth

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 Hybrid and flexible working arrangements Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities 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

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, up to 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!