Recruit Wealth Limited is seeking an experienced IFA Administrator to join a leading national financial planning firm at their Chesham office. You will work with Financial Planners and Paraplanners to deliver a smooth, professional planning experience for clients.
The role involves managing client communications, processing applications across pensions, investments and protection, and preparing review packs. A strong focus on accuracy, compliance and excellent service is essential.
#J-18808-LjbffrIFA Administrator: Path to Paraplanner + Study Support in Chesham 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.
