At a Glance
- Tasks: Manage client correspondence and support financial planners in a dynamic team.
- Company: Join a thriving national firm with a supportive culture.
- Benefits: Enjoy 25 days holiday, flexible working, and study support for qualifications.
- Other info: Hybrid working options and a focus on long-term career development.
- Why this job: Develop your career in financial planning with clear progression opportunities.
- Qualifications: Experience in IFA administration and strong organisational skills required.
The predicted salary is between 30000 - 35000 £ per year.
Recruit Wealth is 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.
The Opportunity
This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high‑performing advice team.
Your 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 of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into:
- Trainee Paraplanner
- Paraplanner
- Financial Adviser
Importantly, this is not a requirement; our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long‑term careers within the team.
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
Location & Salary
Location: Maidstone, Kent, United Kingdom
Salary: £30,000 – £35,000 per year
Job type: Permanent
Posted: 25/06/2026
IFA Administrator in Maidstone 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.
