Client Wealth Administrator

Job Title: IFA Administrator

Industry: Financial Services

Location: Durham

Salary: £30,000 - £40,000

Job Ref No: 10069

Are you an experienced IFA Administrator with a background in an Independent Financial Adviser (IFA) practice?

Recruit UK are working on an excellent opportunity for an IFA Administrator position in Durham to join a leading forward thinking Independent Financial Advice firm.

They are looking for an experienced Administrator who will provide high-quality administrative support to Financial Advisers, enabling the delivery of strong client outcomes.

The Role:

• Processing new business (including investments, pensions, mortgages, and life policies)
• Handling client servicing requests (e.g., switches, rebalances, withdrawals)
• Managing policy enquiries and client correspondence
• Providing administrative support: handling calls, managing post, typing documents, and greeting clients
• Supporting with reception and telephone duties as needed

What's in it for you:

• IFA Administrator - Financial Advice Firm
• Basic Salary up to £40,000 + Bonuses
• Excellent Benefits
• Office based + Flex working
• Friendly team
• 28 days holiday plus Bank Holidays includes Christmas Closure
• Pension
• Death in Service circa 5 times
• Generous Study/Training Program
• Study support towards Level 4 Diploma

Skills and experience required:

• 3 years+ Financial Planning Administration experience
• Intelligent Office (IO) experience
• Ideally, Part CII Level 4 Diploma Qualified - Some R0 exams

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a leading Independent Financial Advice firm based in Durham on an IFA Administrator role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Additional information:

• Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.