Recruit Wealth are seeking an experienced IFA Administrator to join one of their regional offices within a nationally recognised financial planning business. You will support Financial Planners and Paraplanners to deliver a smooth client experience.
Key responsibilities include managing client communications, processing new business across pensions and investments, and maintaining compliant client records, with opportunities for career progression within the advisory team.
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IFA Administrator | Wealth Management Career Growth in Stafford 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.
