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- Tasks: Support financial advisers by managing client communications and documentation.
- Company: Join a leading Independent Financial Advisory firm in Sheffield, focused on retirement planning.
- Benefits: Enjoy a competitive salary, training opportunities, and potential for career progression.
- Why this job: Be part of a team that helps clients secure their financial futures with a supportive culture.
- Qualifications: 1-3 years experience in financial services, strong communication skills, and knowledge of IFA processes required.
- Other info: Experience with the Aviva platform is a plus; additional financial qualifications are advantageous.
The predicted salary is between 30000 - 42000 £ per year.
My client is an Independent Financial Advisory firm based in Sheffield providing Financial Advice to both Businesses and individuals mainly within Pensions and Retirement Planning, but also offering holistic Financial Planning services. We are urgently seeking an experienced IFA Administrator to join an existing team of Administrators, supporting the Financial Advisers within the business ensuring clients are able to plan for a comfortable retirement.
You will be responsible for providing a 1st class service to the clients of the business and specifically you will be responsible for:
- Send letters of authority to financial providers
- Chase providers for required information
- Keep clients updated on the progress of their cases
- Issue advice recommendation packs to clients
- Submit advice and annual review reports via the Intelliflo back office system
- Provide a high level of customer service and care throughout the client journey
We would be seeking an experienced IFA Administrator with 1-3 years experience working as an Administrator within a Financial Planning / Financial Services firm. You will have a strong understanding of the IFA process and associated regulatory requirements, with good product knowledge across Pensions, Retirement Planning, Investments etc coupled with excellent communication skills and the ability to prioritise your own workloads. If you have experience of using the Aviva platform, then this would be to your advantage as well as if you have any additional Financial Services qualifications.
A great salary is offered along with training and development with progression.
IFA Administrator employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the IFA process and regulatory requirements. Understanding these will not only help you in interviews but also demonstrate your commitment to the role and the industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work as IFA Administrators. They can provide insights into the role and may even refer you to opportunities within their firms.
✨Tip Number 3
If you have experience with the Intelliflo back office system or the Aviva platform, be sure to highlight this in conversations. Practical knowledge of these tools can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss how you handle client communications and prioritise workloads. Providing examples of your customer service skills will show that you can deliver the high level of care expected in this role.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an IFA Administrator. Focus on relevant roles and responsibilities, particularly those related to financial planning, pensions, and customer service.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities mentioned in the job description. Explain how your previous experience aligns with their needs and demonstrate your understanding of the IFA process.
Highlight Relevant Skills: In your application, emphasise your communication skills, ability to prioritise workloads, and any experience with the Intelliflo back office system or Aviva platform. These are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is essential in the financial services industry.
How to prepare for a job interview at Lime People Search & Select Ltd
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products relevant to the role, especially pensions and retirement planning. Be prepared to discuss how these products work and their benefits for clients.
✨Demonstrate Customer Service Skills
Since providing a high level of customer service is crucial, think of examples from your past experience where you went above and beyond for a client. This will show your commitment to client satisfaction.
✨Familiarise Yourself with Regulatory Requirements
Brush up on the regulatory requirements associated with the IFA process. Being able to discuss these confidently will demonstrate your knowledge and suitability for the role.
✨Prepare Questions for the Interviewers
Have a few thoughtful questions ready to ask the interviewers about the firm and its culture. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
