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Permanent

IFA Administrator

Droitwich
money-bag 30000.00-30000.00 Annual
3121138485
Posted Today

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK.This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers.The OpportunityThis is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team.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 strong client relationshipsProcessing new business applications across pensions, investments and protectionPreparing client review packs and meeting documentationArranging client meetings and managing financial planner diariesRequesting provider illustrations and product informationMaintaining accurate, well-presented and compliant client records on internal systemsHandling client enquiries, provider communication and requestsP

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