Recruit Wealth Limited, a modern, technology-driven financial planning business, is seeking an experienced IFA Administrator to join the Advice Operations team at its Leamington Spa offices. You will support Financial Planners and Paraplanners, manage end-to-end new business administration, and help deliver an exceptional client experience.
The role suits highly organized individuals who can multi-task, liaise with providers and maintain accurate client records.
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Wealth Planning Administrator - Hybrid Role & Growth Path employer: Recruit Wealth Limited
Recruit Wealth Limited is an excellent employer, offering a dynamic work environment in Belfast where you can thrive as a Paraplanner. With a strong focus on employee growth, the company provides clear career progression and study support, alongside hybrid working options and a comprehensive benefits package that fosters a supportive team culture.
