At a Glance
- Tasks: Manage client relationships and support financial planners in a dynamic team.
- Company: Join one of the fastest-growing national Financial Planning businesses.
- Benefits: Enjoy 25 days holiday, flexible working, and professional development support.
- Other info: Clear career progression opportunities and a collaborative work environment.
- Why this job: Be part of a supportive culture where you can grow your career in finance.
- Qualifications: Experience in IFA administration and strong organisational skills required.
The predicted salary is between 30000 - 34000 £ per year.
Opportunity Recruit Wealth is representing one of the largest and fastest growing national Financial Planning businesses, and we are looking for an experienced IFA Administrator to join a highly successful regional office. This is a fantastic opportunity 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
The firm offers a clear and structured career pathway. For those who wish to develop their career further, progression opportunities include:
- Trainee Paraplanner
- Paraplanner
- Financial Adviser
Experienced administrators who wish to remain specialists within financial planning administration are equally valued and can build long‑term careers within the team.
Benefits & Package
- 25 days holiday plus bank holidays
- 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 is suited to 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.
Qualifications
- 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: Worthing, West Sussex, United Kingdom
Salary: £30,000 – £34,000 per year
Job type: Permanent
Posted: 01/06/2026
IFA Administrator in Worthing employer: Recruit Wealth Limited
Join a leading national Financial Planning business in Worthing, where you will be part of a supportive and high-performing team dedicated to your professional growth. With a clear career progression pathway, comprehensive training programmes, and a range of benefits including flexible working arrangements and generous holiday allowances, this is an excellent opportunity for those looking to thrive in a collaborative environment that values both personal and professional development.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Worthing
✨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 hunt 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 align with your own. This will help you answer questions confidently 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 effectively. Role-play common scenarios with a friend or family member to boost your confidence and refine your responses.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, it shows you're serious about joining our fantastic team at StudySmarter.
We think you need these skills to ace IFA Administrator in Worthing
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous IFA or Financial Planning administration experience, as this is key for us.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re the perfect fit for the role. Share specific examples of how you've managed client relationships or processed new business applications in the past.
Showcase Your Organisational Skills:Since this role requires strong organisational skills, mention any tools or methods you use to stay organised. We love seeing how you manage multiple priorities effectively!
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 don’t miss out on any important updates from us.
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 processes, terminology, and the specific systems they use, like Intelligent Office. This will show that you're not just interested in the role but also understand the industry.
✨Showcase Your Skills
Prepare examples that highlight your organisational skills and attention to detail. Think about times when you've successfully managed client correspondence or handled multiple priorities. Being able to articulate these experiences will demonstrate your fit for the role.
✨Ask Smart Questions
Come prepared with questions that show your interest in the company and the team. Ask about their approach to client relationships or how they support career progression. This not only shows your enthusiasm but also helps you gauge if the company is 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 showing that you can be a supportive team member will resonate well. Just be genuine and let them see the real you!
