IFA Administrator
4 days ago
Birmingham
Recruit Wealth are delighted to be representing one of the UK’s most recognised and respected national Financial Planning and Wealth Management names.\n\nOur 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.\n\nDue to continued expansion and increasing client demand, they are now looking to recruit experienced IFA Administrators to join their highly professional regional teams.\n\nTHE ROLE:\n\nWorking 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.\n\nYour responsibilities will include:\n\nObtaining provider information (LOAs) and client illustrations\n\nProcessing new business across pensions, investments and protection\n\nSubmitting applications to providers and platforms\n\nRunning risk profiler results via FE Analytics\n\nAssisting with research and fund switch reports\n\nPreparing client valuation reports and review documentation\n\nProcessing withdrawals and client instructions\n\nMaintaining accurate client records on the back-office system\n\nLiaising with clients and providers to resolve queries\n\nWHAT WE'RE LOOKING FOR:\n\nExperience within an IFA/Financial Planning environment\n\nStrong knowledge of pensions and investment products\n\nExcellent organisation and attention to detail\n\nStrong communication and client service skills\n\nA proactive and collaborative approach\n\nWHAT'S ON OFFER:\n\nCompetitive salary\n\nHybrid working – 3 days office/2 days home\n\nPrivate pension\n\nGenerous holiday allowance, increasing with service\n\nGroup life cover, x4 salary\n\nIncome protection\n\nCompany sick pay\n\nEmployee Assistance Programme\n\nFinancial wellbeing support\n\nExam support and ongoing professional development\n\nClear progression opportunities, including Paraplanning for example\n\nThis is an excellent opportunity to join a fast-growing, well-respected Financial Planning name, backed by private equity.\n\nIf you’re an experienced IFA Administrator looking to join a supportive, professional and forward-thinking organisation, we’d love to hear from you.\n\nPlease apply to us here at Recruit Wealth for an immediate response