Recruit Wealth Ltd is seeking an experienced IFA Administrator to join a regional office, supporting Financial Planners and Paraplanners to deliver high-quality financial planning outcomes. You will manage client relationships, process new business, prepare review packs and organise meetings, while maintaining compliant records using Intelligent Office.
The role offers clear career progression within a respected national financial planning group with a supportive culture and a strong emphasis on
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IFA Administrator - Wealth Planning Support & Career Growth 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.
