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- Tasks: Manage client correspondence and support financial planners in a dynamic environment.
- Company: Join a leading national Financial Planning business with a supportive culture.
- Benefits: Enjoy 25 days holiday, competitive salary, and study support for qualifications.
- Other info: Flexible working arrangements and a commitment to staff development await you.
- Why this job: Kickstart your career in finance with clear progression opportunities and a collaborative team.
- Qualifications: Experience in IFA administration and strong organisational skills are essential.
The predicted salary is between 30000 - 32000 £ per year.
Overview of the IFA Administrator role within a large national Financial Planning business. Recruit Wealth are representing a significant national client, seeking an experienced IFA Administrator to join a regional office as part of a thriving network across the UK. The business provides high-quality financial advice across pensions, investments and long-term financial planning and is committed to investing in its people and long-term careers.
Responsibilities:
- 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
Career progression:
One of the key attractions is a clear and structured career pathway. Progression opportunities include:
- Trainee Paraplanner
- Paraplanner
- Financial Adviser
Importantly, this is not a requirement; the client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team.
Benefits & Package:
The client is known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including:
- 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. Recruit Wealth have worked closely with this organisation for many years and hold them in high regard within the financial planning sector.
Please apply to us here at Recruit Wealth for an immediate response.
Location: Halesowen, West Midlands | Salary: £30000 - £32000 per year | Job type: Permanent | Posted: 02/04/2026
IFA Administrator employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they support career progression. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As an IFA Administrator, you'll need to manage client relationships and handle enquiries. Role-play with a friend or family member to get comfortable discussing your experience and how you can contribute to the team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals who are ready to grow within a supportive environment.
We think you need these skills to ace IFA Administrator
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 fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a great fit. Keep it concise but engaging – we love a good story!
Showcase Your Skills: Don’t forget to showcase your organisational skills and attention to detail in your application. Mention specific examples of how you've managed client correspondence or handled multiple priorities in previous roles. We appreciate a proactive approach!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
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 IFA administration. Familiarise yourself with the company's services, especially around pensions and investments, so you can speak confidently about how your experience aligns with their needs.
✨Showcase Your Skills
Prepare specific examples that highlight your organisational skills and attention to detail. Think about times when you've successfully managed client correspondence or handled multiple priorities, as these are key aspects of the role.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on common interview questions related to client service and operational support, and practice articulating your thoughts clearly and concisely.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the company culture, career progression opportunities, and how they support staff development. This shows your genuine interest in the role and the organisation.