Recruit Wealth seeks an experienced IFA Administrator to join one of its regional offices and support a busy advice team in delivering a high-quality financial planning service. You will work closely with Financial Planners and Paraplanners to ensure a smooth, professional experience for clients.
You will manage client correspondence, process new business across pensions, investments and protection, prepare review packs and meeting documentation, arrange client meetings and maintain accurate
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IFA Administrator — Career Path to Paraplanner/Adviser in Grimsby employer: Recruit Wealth
Join an award-winning pension provider that prioritises employee development and wellbeing, offering a supportive hybrid working environment. With comprehensive training and genuine opportunities for career progression, you'll be part of a collaborative team that values your growth in the pensions administration field. This role not only provides exposure to a diverse caseload but also allows you to build valuable technical experience within a respected financial services organisation.
