Recruit Wealth Ltd is seeking an experienced IFA Administrator to join one of its regional offices in the UK. You will work closely with Financial Planners and Paraplanners to deliver a smooth financial planning experience for clients.
You will manage client correspondence, process new business, prepare review packs, and coordinate meetings while maintaining accurate records and complying with regulatory standards.
#J-18808-LjbffrIFA Administrator | Hybrid Role + Study Support in Maidstone 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.