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
Recruit Wealth Limited is an excellent employer, offering a supportive culture that prioritises employee well-being and professional growth. Located in Taunton, the company provides a range of benefits including hybrid working options, 28 days of holiday, and private medical insurance, making it an attractive place for those seeking a rewarding career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Bromsgrove
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Recruit Wealth Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Administrator in Bromsgrove
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Recruit Wealth Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Recruit Wealth Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Recruit Wealth Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Recruit Wealth Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Recruit Wealth Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Recruit Wealth Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
