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- Tasks: Support advisers by interpreting client advice and conducting product research.
- Company: Join a pioneering Chartered Independent Financial Advisers firm in Manchester.
- Benefits: Enjoy 24 days holiday, pension contributions, and exam bonuses.
- Why this job: Build a rewarding career in finance with growth opportunities and a supportive culture.
- Qualifications: 5+ years in an IFA role, strong academic background, and relevant degree required.
- Other info: Flexible working hours and a chance to train others in the team.
The predicted salary is between 28800 - 43200 £ per year.
Central Manchester
Up to £36,000 Depending on Experience & Qualifications
NJR Recruitment is currently working with a small and established firm of Independent Financial Advisers based in Manchester. In 2007, our Client were one of the very first firms in the UK to be awarded Chartered status, which has been renewed every year since.
Our Client provides advice on a wide range of areas including Investment Management, Retirement Planning, Inheritance Tax Planning, Personal and Family Protection, Business Protection and Corporate Benefits. The 'Technical Advisor' will support selected advisers within the IFA Support Team.
Benefits:
- Great opportunity to build a career within the Financial Services sector
- A chance to work for a company with great future prospects
- Options for support towards study for recognised financial services qualifications as your career develops
- Working hours 9am - 5pm Monday to Friday
- HR contributes 8% into your pension (After 3 months)
- 3x Salary Death in Service (After 3 months)
- 1x Salary Group Critical Illness Benefit (After 12 months)
- 24 days holiday plus bank holidays and Christmas off without the use of any annual leave (the office shuts down between Christmas and New Year)
- Bonus Scheme
- Exam bonuses of up to £100 per exam passed
Responsibilities:
- Working closely with the Advisers to interpret and communicate advice based on client’s circumstances, risk profile and objectives
- Product and fund research for all recommendations, using systems such as Adviser Asset & FE Analytics
- Writing suitability and advice letters
- Obtaining all pre-sale documentation including quotations
- Maintaining accurate and compliant suitability report templates
- Support and train other IFA Support Team members
- Keep up to date with all relevant product, legislative and technical changes
- Adhere to the FCA’s Conduct Rules
Experience and Skills:
- Strong academic background - minimum GCSE grade C in Maths and English or equivalent
- Relevant experience of working in a similar role within an IFA practice for a minimum of 5 years
- A degree relating to financial services, e.g. Banking, Economics, Business, Accounting or Finance
- Confident IT skills with MS Office including Word, Excel and Outlook
- Experience of XPlan (Iress), Adviser Asset & FE Analytics
- Excellent understanding of pensions, investments and protection products
- Excellent understanding of providers and platforms such as Standard Life, AJ Bell, Aviva etc.
- Able to provide training to other members of the IFA team
- Excellent time management and organisation skills
- Good attention to detail
- Willingness to learn and take on ad hoc tasks as and when required
- Excellent communication skills including listening, verbal & written
- Ability to interact with colleagues and other stakeholders politely and courteously
- Flexibility and adaptability to changing workloads
- Punctuality, reliability, and honesty
If this is a role you are interested in, then apply online or for further information speak to one of our specialist consultants quoting Reference NJR#FIN.
Experienced IFA Administrator employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced IFA Administrator
✨Tip Number 1
Familiarise yourself with the latest financial regulations and products. Being well-versed in current legislation and market trends will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities within firms like ours.
✨Tip Number 3
Prepare to discuss your experience with specific tools mentioned in the job description, such as XPlan and Adviser Asset. Highlighting your proficiency with these systems can set you apart from other candidates.
✨Tip Number 4
Showcase your ability to train and support team members. Since the role involves mentoring others, be ready to share examples of how you've successfully trained colleagues or contributed to team development in your previous positions.
We think you need these skills to ace Experienced IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services sector, particularly any roles similar to an IFA Administrator. Emphasise your skills in product and fund research, as well as your understanding of pensions and investments.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the responsibilities and skills mentioned in the job description. Mention your experience with systems like XPlan and your ability to train other team members, as these are key aspects of the role.
Showcase Your Qualifications: Include details about your academic background and any relevant qualifications in your application. If you have completed any financial services qualifications or training, make sure to highlight these to demonstrate your commitment to the field.
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 the role of an IFA Administrator.
How to prepare for a job interview at NJR Recruitment
✨Showcase Your Relevant Experience
Make sure to highlight your previous experience in an IFA practice, especially any roles that involved product and fund research or writing suitability letters. Be prepared to discuss specific examples of how you've supported advisers in the past.
✨Demonstrate Technical Knowledge
Familiarise yourself with the products and platforms mentioned in the job description, such as Standard Life and AJ Bell. Being able to discuss these confidently will show that you have the necessary technical understanding for the role.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle client situations. Think about how you would interpret and communicate advice based on a client's circumstances and be ready to provide examples.
✨Emphasise Communication Skills
Since excellent communication is key in this role, prepare to demonstrate your verbal and written communication skills. You might be asked to explain complex financial concepts in simple terms, so practice articulating your thoughts clearly.
