IFA Administrator
Location
Taunton, Somerset
Job Type
Full-time
Category
other-general
Posted
July 03, 2026
Join a Modern, Forward-Thinking Financial Planning Business!
Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Taunton 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 hi...
Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Taunton 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 hi...