IFA Administrator

Westerham Source: WhatJobs

£28,000–£36,000

Join a Modern, Fast Growing & Forward-Thinking Financial Planning Business!

Recruit Wealth are delighted to be representing a highly ambitious and fast growing, national Financial Planning business in their search for an experienced Administrator to join their Advice Operations team for their Westerham regional offices.

This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management.

You’ll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business.

The Opportunity

As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey.

This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment.

The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence.

Key Responsibilities

Managing the end-to-end new business administration process
Processing new business accurately and efficiently within agreed service standards
Liaising with providers, solicitors, accountants and third parties
Handling Letters of Authority and provider follow-ups
Supporting Financial Planners with pipeline management and client servicing
Maintaining accurate and compliant client records across internal systems
Assisting with meeting preparation and ongoing client communications
Managing incoming and outgoing correspondence and documentation
Delivering exceptional client service via telephone and email
Supporting process improvements and operational efficiencies across the business

What We're Looking For

Previous experience within a Financial Planning, Wealth Management or wider Financial Services business
Experience working in a Client Administrator, Financial Services Administrator or similar support role
Strong organisational skills with excellent attention to detail
The ability to manage multiple priorities within a busy environment
Excellent communication and relationship-building skills
A proactive and team-focused approach
Good working knowledge of Microsoft Office and provider platforms & back office systems
Experience using back-office systems such as CURO would be advantageous, although training can be provided.