About

Recruit Wealth are delighted to be representing one the UK’s best known national Financial Planning and Wealth Management businesses.Offering independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition.The companies mission is to make a positive difference to people’s lives and finances and to help their clients live the life they want and deserve.With over 30 offices nationally and over 200 qualified Financial Planners, the business is a prominent and recognised name in the Financial Planning space.Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs.IFA Administrator - Role ProfileObtaining provider information (LOA) and collating these together with relevant client illustrations to assist adviser with recommendations and enable paraplanners to produce reportsRun Risk Profiler results via FE AnalyticsProcessing New BusinessEnsuring all compliance documents on file/provided by adviser prior to submissionSubmission to providers direct or electronically via platformBusiness types will be varied but mainly, investments, pensions, protection and sometimes mortgagesAssisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendationsProducing Risk Profiler results where requiredPreparing valuation reportsPreparing documentation for client review appointmentsPreparing review checklist for adviser/client appointmentsPreparing half yearly valuation reports for issue to clientCompleting withdrawal instructions on behalf of clients/advisers, as directed by adviserUpdating back-office system to maintain accurate client data/recordsClie