About this role
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses who are currently seeking an experienced IFA Administrator to join one of their regional offices.
This award-winning business has built an excellent reputation for delivering high-quality, independent financial advice, providing a whole of market advisory service across financial planning and wealth management.
Due to continued client demand and a growing busy office, a new opportunity has been created for an experienced Administrator to join.
Opportunity Overview
This is an excellent opportunity to become a valued member of a professional, supportive and high-performing advice team delivering excellent client outcomes.
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 existing and new client relationshipsProcessing new business applications across pensions, investments and protectionPreparing annual review packs and further meeting documentationArranging client meetings and managing financial planner diariesRequesting provider illustrations and product informationMaintaining accurate, well-presented and compliant client records on internal systemsHandling client enquiries, provider communications and further requestsProviding general back-office and operational support using Intelligent OfficeEnsuring all administration is carried out in line with internal procedures and compliance regulatory standards Genuine Career Progression
One of the key attractions of joining the business is the clear and structured career pathways available.
For those who wish to develop their career further, the firm offers progression opportunities into:
Trainee ParaplannerParaplannerFinancial AdviserOr other career progression pathways 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, leadership and investment in staff development all whilst offering a competitive package including:
25 days holiday plus bank holidaysYour birthday offAnnual salary reviewsAdditional holiday purchase schemeLife assuranceCompany pensionStaff recognition and awards programmesStudy support for professional industry qualifications if desiredAdviser Academy if desired and/or other clear career progression pathwaysCorporate 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/Wealth Management administrationStrong organisational skills and exceptional attention to detailExcellent communication and client service skillsThe ability to manage multiple priorities in a busy team environmentConfidence using Microsoft Office and various financial planning systemsGood provider, pension and investment knowledge 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 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