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- Tasks: Support Financial Planners by managing client records and preparing for meetings.
- Company: Join a reputable financial advisory firm with over 30 years of experience in tailored financial solutions.
- Benefits: Enjoy hybrid working, competitive salary, free drinks, and progression opportunities.
- Why this job: Be part of a supportive team culture while making a real impact on clients' financial futures.
- Qualifications: Two years of admin experience in finance and working towards a Diploma in Financial Planning.
- Other info: Opportunity to mentor junior team members and participate in personal development projects.
The predicted salary is between 22700 - 27300 £ per year.
Location: Bury St Edmunds / Ipswich
Benefits:
- Life Cover
- Income Protection
- Cycle to Work Scheme
- Competitive Salary
- Hybrid Working
- Electric Vehicle Scheme
- Free Parking, Free Drinks, Free Fruit
- Progression Opportunities
Salary: £27,000 to £31,000 (Dependent on Qualifications and Experience)
About the Company:
Our client is a well-established financial advisory firm, founded in 1988. With a strong reputation for delivering tailored financial solutions, the company offers a comprehensive range of services, including investment management, retirement planning, estate planning, and employee benefits advice. They specialize in providing exceptional financial services to individuals, businesses, and trusts.
Day-to-Day Duties:
- Client Review Packs: Generate and compile accurate client review packs, ensuring all necessary checks are completed.
- Timely Information: Provide timely and accurate information, liaising with providers and third parties as needed.
- Client Record Management: Maintain a clear audit trail for all client records, ensuring documents are correctly saved and named.
- Team Communication: Keep Financial Planners and team members informed of progress, escalating any concerns or complaints as they arise.
- Weekly Reviews: Hold weekly review meetings with Financial Planners to discuss priorities and address any issues.
- Client Meeting Support: Prepare for and attend client meetings to support Financial Planners, presenting parts of the meeting (2-3 times a year).
- Pre/Post-Reviews: Conduct pre- and post-reviews, delegating tasks to junior team members where appropriate. Ensure meeting notes are issued promptly and actions are completed.
- Team Development: Support and mentor junior team members to enable them to undertake tasks that benefit both the team and clients.
- New Business Due Diligence: Complete due diligence for all new business, following the checklist, and generating platform calculators to outline costs.
- Suitability Letters: Generate template suitability letters from IO, completing factual client and plan details. Liaise with the Lead Support or Senior Financial Planner Support for assistance as needed.
- Cash Weightings: Work with Financial Planners to ensure cash weightings are checked and actioned weekly.
- Opportunity Management: Ensure IO is updated regularly with added and maintained opportunities.
- Client Instructions: Process all client instructions using the advice flow, checklists, and IO event lists.
- Personal Development: Participate in projects and tasks to support your development.
What is Needed to Be Considered for this Role:
- Experience: At least two years of administration experience in a financial planning company.
- Qualifications: Working towards the Diploma in Financial Planning.
- Skills: Proficiency in using IO.
- Strong attention to detail and accuracy.
- Computer literacy and data management.
- Analytical thinking.
- Excellent organizational and prioritization skills.
- Effective time management.
- Ability to work well within a team.
- Strong communication skills, both written and verbal.
- Ability to train others and raise/address issues or errors as necessary.
Apply today to be considered for this opportunity!
If suitable, one of our specialist consultants will contact you to discuss the role in detail and submit your CV to the client. We will also explore other relevant opportunities matching your skills and motivations.
Please note: Due to the high volume of responses, we regret that we are unable to provide feedback to all applicants. If you do not hear back within 7 days, please assume your application was not successful.
IFA Administrator employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the specific software and tools mentioned in the job description, particularly IO. Having hands-on experience or even completing online tutorials can give you a significant edge during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work as IFA Administrators. Engaging in conversations on platforms like LinkedIn can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your previous administration experience in detail, focusing on how it relates to financial planning. Be ready to share specific examples of how you've maintained client records or supported financial planners in past roles.
✨Tip Number 4
Showcase your organisational skills by preparing a mock client review pack. This will not only demonstrate your attention to detail but also your understanding of the role's requirements, making you stand out during the interview process.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration. Emphasise your attention to detail, organisational skills, and any specific software proficiency, particularly with IO.
Craft a Strong Cover Letter: Write a cover letter that directly addresses the job description. Mention your two years of experience in a financial planning company and how it aligns with the responsibilities of the IFA Administrator role.
Showcase Relevant Skills: In your application, clearly outline your skills such as analytical thinking, effective communication, and time management. Provide examples of how you've used these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Financial Terminology
Make sure you're familiar with key financial terms and concepts relevant to the role of an IFA Administrator. This will not only help you answer questions confidently but also demonstrate your understanding of the industry.
✨Showcase Your Organisational Skills
Be prepared to discuss how you manage client records and ensure accuracy in documentation. Share specific examples from your previous experience that highlight your attention to detail and organisational abilities.
✨Prepare for Team Dynamics
Since teamwork is crucial in this role, think about how you've collaborated with others in past positions. Be ready to discuss how you communicate effectively with team members and support junior staff.
✨Demonstrate Your Problem-Solving Skills
Expect questions that assess your analytical thinking and ability to handle challenges. Prepare examples of how you've resolved issues in a timely manner, especially in a financial context.
