At a Glance
- Tasks: Support Financial Planners and ensure clients receive top-notch service.
- Company: Join a leading name in UK Financial Planning with a strong reputation.
- Benefits: Competitive salary, hybrid working, generous holiday allowance, and professional development.
- Other info: Clear progression opportunities and a supportive work environment.
- Why this job: Be part of a fast-growing team making a real difference in financial advice.
- Qualifications: Experience in IFA/Financial Planning and strong communication skills.
The predicted salary is between 30000 - 35000 £ per year.
Recruit 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 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.
Location: Bromsgrove, Worcestershire. Hybrid Working – 3 days office/2 days home.
Salary: £30000 – £35000 per year.
Job type: Permanent.
Posted: 16/03/2026.
IFA Administrator in Bromsgrove employer: Recruit Wealth Limited
Join a leading name in UK Financial Planning and Wealth Management, where exceptional client service and professional growth are at the forefront of our culture. With a competitive salary, hybrid working options, and a commitment to employee development, including exam support and clear progression pathways, we offer a rewarding environment for IFA Administrators in Bromsgrove. Experience a supportive team atmosphere that values collaboration and proactive engagement, making it an ideal place for those seeking meaningful and fulfilling careers.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Bromsgrove
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the company you're eyeing. A friendly chat can sometimes lead to a referral, which is gold dust in the job market.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of pensions and investment products. We want you to shine when discussing your experience and how it aligns with the role. Practice common interview questions and have some examples ready to showcase your skills.
✨Tip Number 3
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website for a smoother process! We’ve made it easy for you to submit your application and get noticed. Plus, it shows you’re serious about joining our team and are keen to be part of our growing family.
We think you need these skills to ace IFA Administrator in Bromsgrove
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial planning and any relevant skills that match what we're looking for, like your knowledge of pensions and investment products.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about joining our team and how your proactive approach can contribute to our exceptional client service.
Showcase Your Attention to Detail:In this role, attention to detail is key. Make sure your application is free from typos and errors. We want to see that you can maintain accurate records and provide a first-class service right from the start!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investment products. Being able to discuss these topics confidently will show that you’re well-prepared and understand the industry, which is crucial for an IFA Administrator role.
✨Showcase Your Organisation Skills
Since this role requires excellent organisation and attention to detail, be ready to share examples from your past experiences where you successfully managed multiple tasks or projects. This will demonstrate your ability to handle the responsibilities of the job.
✨Communicate Clearly
Strong communication skills are key in this position. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask during the interview to show your interest and engagement.
✨Be Proactive
Employers love candidates who take initiative. Think of instances where you’ve gone above and beyond in your previous roles. Sharing these stories can highlight your proactive approach and collaborative spirit, which are essential for working closely with Financial Planners and Paraplanners.
