Recruit Wealth Ltd is seeking an experienced IFA Administrator to join a professional, supportive team at one of their regional offices in the UK. You will work closely with Financial Planners and Paraplanners to ensure a smooth, efficient client experience across pensions, investments and long-term planning.
You will manage client correspondence, process applications, prepare review packs and arrange meetings, while maintaining accurate records and providing comprehensive back-office support in
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IFA Administrator | Fast-Growth Financial Planning Team in Marlborough 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.
