At a Glance
- Tasks: Support financial planners by managing client correspondence and processing applications.
- Company: Join a leading national Financial Planning business with a stellar reputation.
- Benefits: Enjoy competitive pay, career development, and a supportive team environment.
- Other info: Exciting growth opportunities in a dynamic and professional setting.
- Why this job: Be part of a high-performing team and make a real difference in clients' financial journeys.
- Qualifications: Experience as an IFA Administrator and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ 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.
The Opportunity 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...
IFA Administrator in Lincolnshire employer: Recruit Wealth Ltd
Recruit Wealth Ltd is an excellent employer that prioritises employee growth and development within a dynamic and supportive work culture. With hybrid working arrangements, competitive salaries, and a commitment to professional advancement, employees are empowered to thrive in their roles while contributing to exceptional client service in the financial planning sector.
