IFA Administrator

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses who are currently seeking an experienced IFA Administrator to join one of their regional offices. This award-winning business has built an excellent reputation for delivering high-quality, independent financial advice, providing a whole of market advisory service across financial planning and wealth management. Due to continued client demand and a growing busy office, a new opportunity has been created for an experienced Administrator to join. Opportunity Overview This is an excellent opportunity to become a valued member of a professional, supportive and high-performing advice team delivering excellent client outcomes. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining existing and new client relationships Processing new business applications across pensions, investments and protection Preparing annual review packs and further meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communications and further requests Providing ..... full job details .....