At a Glance
- Tasks: Manage client correspondence and support financial planners in delivering top-notch financial advice.
- Company: Join a leading national Financial Planning business with a supportive culture.
- Benefits: Enjoy 25 days holiday, competitive salary, and study support for professional qualifications.
- Other info: Clear career progression opportunities and hybrid working arrangements available.
- Why this job: Be part of a high-performing team and make a real impact in clients' financial journeys.
- Qualifications: Experience in IFA or Financial Planning administration with strong organisational skills.
The predicted salary is between 28000 - 29000 € 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 their 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. 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:
Our client is well 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 now and hold them in extremely high regard with their reputation across the financial planning sector.
Please apply to us here at Recruit Wealth for an immediate response.
Location: Newcastle Upon Tyne, Tyne and Wear | Salary: £28000 - £29000 per year | Job type: Permanent | Posted: 18/03/2026
IFA Administrator in Newcastle upon Tyne employer: Recruit Wealth Limited
Join a leading national Financial Planning business in Newcastle Upon Tyne, where your career as an IFA Administrator will flourish within a supportive and high-performing team. With a strong commitment to employee development, competitive benefits including 25 days holiday, study support for professional qualifications, and clear pathways for career progression, this company is dedicated to fostering a collaborative work culture that values both personal and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for IFA Administrator roles. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your career goals. This will help you stand out as a candidate who genuinely fits into their team.
✨Tip Number 3
Practice your communication skills! As an IFA Administrator, you'll need to manage client relationships effectively. Role-play common scenarios with a friend to boost your confidence before the big day.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for the best opportunities in financial planning. Plus, we’re here to support you every step of the way!
We think you need these skills to ace IFA Administrator in Newcastle upon Tyne
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 the role and how your background makes you a perfect fit. We love seeing genuine enthusiasm for the position.
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 supported financial planners in the past. We appreciate candidates who can demonstrate their capabilities!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Let’s get your journey started!
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 common terms, processes, and the specific systems mentioned in the job description, like Intelligent Office. This will show that you're not just interested in the role but also understand the industry.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past experience where you've successfully managed multiple priorities or streamlined processes. Be ready to discuss how you maintain accurate records and ensure compliance, as these are crucial for the position.
✨Demonstrate Client Service Excellence
Think of instances where you've gone above and beyond for clients. The interviewers will want to see that you can build strong client relationships and handle enquiries effectively. Share specific stories that highlight your communication skills and ability to provide a smooth client experience.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, career progression opportunities, and the team you'll be working with. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you. Remember, interviews are a two-way street!
