IFA Administrator

Recruit Wealth are delighted to be representing one of the UK’s most recognised and respected national Financial Planning and Wealth Management names.
Our client provides independent, expert financial advice with exceptional client service at the heart of everything they do. With 30+ offices nationwide and over 200 Financial Planners, the business has built a strong reputation as a leading name in UK Financial Planning and continues to grow rapidly.
Due to continued expansion and increasing client demand, they are now looking to recruit experienced IFA Administrators to join their highly professional regional teams.
The Role
Working closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first-class, efficient and compliant service.
Your responsibilities will include:
* Obtaining provider information (LOAs) and client illustrations
* Processing new business across pensions...

Ready to Apply?

Submit your application today and join our talented team at Recruit Wealth Ltd.

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