IFA Administrator
other jobs Recruit UK
Added before 2 Days
- England,South West,Cornwall
- Full Time, Permanent
- £26,000 - £32,000 per annum
Job Description:
Job Title: Financial Planning Administrator
Location: Truro
Salary: Up to £32,000
Job Ref: 10365
Recruit UK is working with a well-established, highly regarded independent financial planning firm to recruit an Adviser Support Administrator to join their growing team.
This is an excellent opportunity for an organised, detail-focused individual looking to build a long-term career within financial services administration and adviser support.
Working closely with experienced advisers, you’ll play a key role in supporting the advice process, preparing client documentation, liaising with providers, and ensuring an exceptional client experience throughout.
Key Responsibilities
*Preparing client valuation reports and meeting packs
*Assisting with suitability report preparation and supporting documentation
*Processing applications, fund switches, withdrawals and provider instructions
*Tracking business progress and liaising with providers/platforms
*Maintaining accurate client records and updating internal systems
*Supporting advisers with upcoming meetings and client requirements
*Preparing quotes and gathering provider information for analysis
*Providing wider administrative support across the advice process
About You
*Highly organised with strong attention to detail
*Professional, proactive and able to manage workloads effectively
*Excellent communication and administrative skills
*A methodical approach with strong accuracy levels
*Financial services experience or knowledge is advantageous but not essential
*Committed to delivering high standards of client service and confidentiality
What’s on Offer
*Salary between £26,000 - £32,000, depending on experience
*Discretionary bonus scheme
*Generous holiday package – 28 days holiday plus bank holidays, alongside additional office closure over Christmas (circa 40 days total annual leave)
*5% matched pension contribution
*Full support towards professional financial services qualifications
*Opportunity to join a respected and ethical financial planning business with a strong reputation in the market
This is a full-time, office-based position.
Location: Truro
Salary: Up to £32,000
Job Ref: 10365
Recruit UK is working with a well-established, highly regarded independent financial planning firm to recruit an Adviser Support Administrator to join their growing team.
This is an excellent opportunity for an organised, detail-focused individual looking to build a long-term career within financial services administration and adviser support.
Working closely with experienced advisers, you’ll play a key role in supporting the advice process, preparing client documentation, liaising with providers, and ensuring an exceptional client experience throughout.
Key Responsibilities
*Preparing client valuation reports and meeting packs
*Assisting with suitability report preparation and supporting documentation
*Processing applications, fund switches, withdrawals and provider instructions
*Tracking business progress and liaising with providers/platforms
*Maintaining accurate client records and updating internal systems
*Supporting advisers with upcoming meetings and client requirements
*Preparing quotes and gathering provider information for analysis
*Providing wider administrative support across the advice process
About You
*Highly organised with strong attention to detail
*Professional, proactive and able to manage workloads effectively
*Excellent communication and administrative skills
*A methodical approach with strong accuracy levels
*Financial services experience or knowledge is advantageous but not essential
*Committed to delivering high standards of client service and confidentiality
What’s on Offer
*Salary between £26,000 - £32,000, depending on experience
*Discretionary bonus scheme
*Generous holiday package – 28 days holiday plus bank holidays, alongside additional office closure over Christmas (circa 40 days total annual leave)
*5% matched pension contribution
*Full support towards professional financial services qualifications
*Opportunity to join a respected and ethical financial planning business with a strong reputation in the market
This is a full-time, office-based position.
Job number 3727469
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...