Client Wealth Administrator
Job Title: IFA AdministratorIndustry: Financial ServicesLocation: DurhamSalary: £30,000 - £40,000Job Ref No: 10069Are 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 correspondenceProviding administrative support: handling calls, managing post, typing documents, and greeting clientsSupporting with reception and telephone duties as neededWhat''s in it for you:IFA Administrator - Financial Advice FirmBasic Salary up to £40,000 + BonusesExcellent BenefitsOffice based + Flex workingFriendly team28 days holiday plus Bank Holidays includes Christmas ClosurePensionDeath in Service circa 5 timesGenerous Study/Training ProgramStudy support towards Level 4 DiplomaSkills and experience required:3 years+ Financial Planning Administration experienceIntelligent Office (IO) experienceIdeally, Part CII Level 4 Diploma Qualified - Some R0 examsAbout Recruit UK: As specialists in financial services r
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