IFA Administrator

A rapidly growing and highly ambitious wealth management group is looking to appoint an IFA Administrator to join its expanding Client Support team in Bristol.

This is an excellent opportunity for someone with financial services administration experience who wants to develop their career within a modern, high-growth firm with the stability of strong financial backing.

You will play a key role supporting Financial Advisers and Paraplanners, helping deliver a first-class service to clients, while ensuring the advice process runs smoothly and efficiently.

The role offers hybrid working, 3 days in the office, 2 from home and the opportunity to join a collaborative, supportive team where development and career progression are actively encouraged.

The Role

Working closely with Financial Advisers, you will provide comprehensive administrative support to ensure client reviews, recommendations and new business submissions are completed efficiently and in line with regulatory requirements.

You will be responsible for maintaining accurate client records, preparing documentation for client meetings and liaising with providers to obtain key information.

This is a varied and important role that sits at the heart of the client advice process, offering exposure to multiple aspects of financial planning and wealth management.

Key Responsibilities

• Preparing advisers for client review meetings by ensuring all client and plan information is up to date
• Liaising with providers to obtain policy and plan information and updating internal systems
• Producing client valuation reports and review documentation
• Preparing meeting packs including research, key documents and supporting information
• Supporting advisers with new business submissions and case processing
• Liaising with providers to obtain and chase required information
• Handling client and provider enquiries via phone and email
• Maintaining accurate client records and documentation
• Working collaboratively with advisers and support teams to ensure an excellent client experience

What We're Looking For

• At least 12 months' experience in an IFA administration or Financial Services support role
• Understanding of the financial advice process
• Good product knowledge of pensions, investments and protection
• Strong organisational skills and attention to detail
• Excellent communication skills, both written and verbal
• Comfortable working with internal systems and financial platforms
• A proactive attitude with a genuine interest in developing within financial services

Why Join?

This is a fantastic opportunity to join a dynamic team, where employees are supported, valued and encouraged to progress.

Benefits include:

• Competitive salary
• Hybrid working, 3 days office & 2 days home
• Private medical insurance
• Private pension
• 25 days holiday plus option to buy additional days
• Discretionary performance bonus
• Life assurance and health cash plan
• Employee Assistance
• Additional flexible benefits

This role would suit an IFA Administrator looking to join a progressive, well known national business, where your knowledge base whilst being part of a supportive team with long-term career prospects.

Opportunities to progress, if desired, can all be discussed further on application such as Paraplanning and beyond. Support for industry exams etc are fully funded.

Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates.

Please apply to us here at Recruit Wealth for an immediate response.