Recruit Wealth are seeking an experienced IFA Administrator to join a leading national financial planning business in the UK. The successful candidate will work closely with Financial Planners and Paraplanners to ensure a smooth and professional client experience.
Responsibilities include managing client correspondence, processing new business, preparing review packs, scheduling meetings and maintaining compliant records.
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IFA Administrator | Hybrid Role with Career Progression in Newcastle upon Tyne 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.