Recruit Wealth, a leading national Financial Planning business, is seeking an experienced IFA Administrator to join one of its regional offices. You will support Financial Planners and Paraplanners to deliver a smooth, professional financial planning service.
Key duties include managing client correspondence, processing pension, investment and protection applications, preparing review packs, and maintaining compliant client records. The role offers clear career progression and study support.
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IFA Administrator — Study Support & Career Progression in Guiseley 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.
