Recruit Wealth Ltd is seeking an experienced IFA Administrator to join one of its regional offices as part of a leading national financial planning business. You will support Financial Planners and Paraplanners, manage client correspondence, process applications across pensions, investments and protection, and help maintain compliant client records using Intelligent Office.
This role offers clear progression into Paraplanner or Adviser roles within a supportive team and a competitive benefits
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IFA Administration Specialist | Wealth Planning Support in Bletchley employer: Recruit Wealth Ltd
Recruit Wealth Ltd is an excellent employer that prioritises a modern and supportive work culture, offering flexible hours and an early finish on Fridays to promote work-life balance. Employees benefit from collaborative teamwork with experienced Financial Planners, ensuring ample opportunities for professional growth and development in the financial planning sector. The company's commitment to tailored solutions and technical excellence makes it a rewarding place for those seeking meaningful employment.
