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For Companies At a Glance
- Tasks: Support financial planners and ensure clients receive top-notch service in financial planning.
- Company: Join a leading financial planning firm known for its supportive culture and career growth.
- Benefits: Enjoy 25 days holiday, hybrid working, study support, and clear career progression.
- Other info: Exciting opportunities for career advancement into paraplanning or advisory roles.
- Why this job: Be part of a high-performing team and make a real difference in clients' financial journeys.
- Qualifications: Experience in IFA administration, strong organisational skills, and excellent communication abilities.
The predicted salary is between 30000 - 33000 £ per year.
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of its highly successful regional offices, part of a thriving network of national locations across the UK. This award‑winning business has built an excellent reputation for delivering high‑quality financial advice, providing a truly holistic service across pensions, investments and long‑term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long‑term careers.
This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high‑performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience.
Your Responsibilities Will Include:
- Managing client correspondence and maintaining strong client relationships
- Processing new business applications across pensions, investments and protection
- Preparing client review packs and meeting documentation
- Arranging client meetings and managing financial planner diaries
- Requesting provider illustrations and product information
- Maintaining accurate, well‑presented and compliant client records on internal systems
- Handling client enquiries, provider communication and requests
- Providing general back‑office and operational support using Intelligent Office (IO)
- Ensuring all administration is carried out in line with internal procedures and regulatory standards
Genuine Career Progression:
One of the key attractions of joining this business is the clear and structured career pathway available. Importantly, the firm values experienced administrators who wish to remain specialists within financial planning administration and build long‑term careers within the team.
For those who wish to develop their career further, the firm offers progression opportunities into:
- Trainee Paraplanner
- Paraplanner
- Financial Adviser
Benefits & Package:
- 25 days holiday plus bank holidays
- Your birthday off
- Annual salary reviews
- Staff recognition and awards programmes
- Study support for professional industry qualifications
- Adviser Academy – comprehensive in‑house training programme
- Clear career progression opportunities
- Hybrid and flexible working arrangements
- Additional holiday purchase scheme
- Life assurance
- Company pension
- Corporate eye‑care cover
About You:
This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm.
You Will Ideally Bring:
- Previous experience within IFA/Financial Planning administration
- Strong organisational skills and exceptional attention to detail
- Excellent communication and client service skills
- The ability to manage multiple priorities in a busy team environment
- Confidence using Microsoft Office and financial planning systems
Why Join?
The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers.
Location: Droitwich, Worcestershire - Hybrid Working
Salary: £30,000 – £33,000 per year
Job type: Permanent
Posted: 13/03/2026
IFA Administrator in Droitwich employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Droitwich
✨Network Like a Pro
Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your organisational skills and attention to detail. Share specific examples of how you've managed client relationships or streamlined processes in your previous roles. We want to see you shine!
✨Prepare for the Interview
Do your homework on the company and the role. Understand their values and how they support career progression. We recommend preparing questions that show your interest in their training programmes and how you can contribute to their success.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to connect directly with us.
We think you need these skills to ace IFA Administrator in Droitwich
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 administration and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a perfect fit for us. Keep it professional but let your personality show through.
Showcase Your Skills: In your application, don’t forget to showcase your organisational skills and attention to detail. Mention specific examples of how you've managed client relationships or handled multiple priorities in previous roles. We love seeing real-life applications of your skills!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on 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 financial planning and the specific responsibilities of an IFA Administrator. Familiarise yourself with terms like pensions, investments, and compliance standards. This will show that you're not just interested in the role but also understand the industry.
✨Showcase Your Skills
Prepare examples from your past experience that highlight your organisational skills and attention to detail. Think about times when you managed client correspondence or handled multiple priorities effectively. Be ready to discuss how these experiences make you a great fit for the team.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, career progression opportunities, and the tools they use, like Intelligent Office (IO). This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. The firm values a collaborative culture, so being personable and approachable can set you apart. Remember, they’re looking for someone who fits well within their supportive environment.