WhereWarwickWhatBanking & Financial ServicesTypePermanentSalaryAnnualRecruit Wealth are delighted to be representing one of the UK's most recognised and respected national Financial Planning and Wealth Management names.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 RoleWorking 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 illustrationsProcessing new business across pensions, investments and protectionSubmitting applications to providers and platformsRunning risk profiler results via FE AnalyticsAssisting with research and fund switch reportsPreparing client valuation reports and review documentationProcessing withdrawals and client instructionsMaintaining accurate client records on the back-office systemLiaising with clients and providers to resolve queriesWhat We're Looking ForExperience within an IFA/Financial Planning environmentStrong knowledge of pensions and investment productsExcellent organisation and attention to detailStrong communication and client service skillsA proactive and collaborative approachWhat's On OfferCompetitive salaryHybrid working - 3 days office/2 days homePrivate pensionGenerous holiday allowance, increasing with serviceGroup life cover, x4 salaryIncome protectionCompany sick payEmployee Assistance ProgrammeFinancial wellbeing supportExam support and ongoing professional developmentClear progression opportunities, including Paraplanning for exampleThis 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. #J-18808-Ljbffr
IFA Administrator in Warwick employer: Nub News
Nub News in Warwick is an excellent employer that fosters a dynamic and innovative work culture, perfect for those passionate about marketing and data-driven growth. With a commitment to employee development, flexible hybrid working arrangements, and a collaborative environment, team members are empowered to thrive and make a meaningful impact in their roles. Join us to be part of a forward-thinking team that values creativity and strategic thinking.
