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- Tasks: Join our team as an IFA Administrator, specializing in pensions and family wealth.
- Company: We're a dynamic financial services firm based in Winnersh, focused on client success.
- Benefits: Enjoy a collaborative work environment with opportunities for personal development and training.
- Why this job: Make a real impact by helping clients navigate their financial journeys while growing your skills.
- Qualifications: 1+ years in financial services, strong communication skills, and attention to detail required.
- Other info: Experience with iO is a plus, but not mandatory; industry qualifications are desired.
The predicted salary is between 30000 - 42000 £ per year.
My client based in Winnersh are seeking an IFA Administrator to join their team who would be specialising in pensions, retirement and international family wealth. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and obtaining policy information. Duties Quickly and effectively deal with queries from clients through clear and thorough communication. Ensure all written and electronic client communication are accurately recorded and maintained. Collect, collate, and record client policy information and critical data in accordance with the principles of KYC. Obtain policy information, quotes, illustrations, and product details. New client on-boarding from initial contact until funds are invested. Process and submit new business to providers and ensure applications are completed efficiently. Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues. Organising financial planning annual reviews with clients on behalf of the Financial Adviser. Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements. Be proficient sending critical client data by DocuSign and other electronic methods. Create, schedule, and manage follow up tasks relating to client meetings, ad-hoc requests, and new business submissions. Comply with internal and FCA compliance policies and procedures, ensuring all client data and information remain confidential and compliant e.g., AML & GDPR. Commit to continuous personal development. Assist and work collaboratively with other members of the Administration and Paraplanning team. An IFA Administrator is also expected to support with the training and development of the new administration staff. On a day-to-day basis you may be required to peer review colleague work, which could include new applications and technical fund switches on provider platforms. Experience & Qualifications A minimum of 1 years experience within the financial services industry. Experience using iO is desired, but not essential. Strong technical knowledge of investments, pensions, and family wealth planning. Excellent written and verbal communication skills are essential. A very high attention to detail and accuracy is also essential. Demonstratable experience delivering the highest level of service to clients. Excellent IT skills and proficiency on Microsoft Office packages, with an intermediate knowledge of Excel. Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements. Industry qualifications are desired, but not essential
IFA Administrator employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarize yourself with the key principles of KYC (Know Your Customer) and AML (Anti-Money Laundering). Understanding these regulations will not only help you in your role but also demonstrate your commitment to compliance, which is crucial for an IFA Administrator.
✨Tip Number 2
Brush up on your knowledge of pensions, investments, and family wealth planning. Being well-versed in these areas will allow you to handle client queries more effectively and show that you are proactive about your professional development.
✨Tip Number 3
Practice your communication skills, both written and verbal. Since clear communication is essential in this role, consider role-playing scenarios or drafting sample client communications to enhance your ability to convey information accurately.
✨Tip Number 4
Get comfortable with using technology, especially Microsoft Office and any relevant financial software like iO. Being proficient in these tools will make you more efficient in managing client data and processing applications.
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 the financial services industry, particularly in pensions and wealth planning. Emphasize your communication skills and attention to detail, as these are crucial for the IFA Administrator role.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Discuss your experience with client communication, data management, and compliance, and how you can contribute to the team.
Showcase Relevant Skills: In your application, clearly demonstrate your proficiency with Microsoft Office, especially Excel. Mention any experience with iO or similar systems, as well as your understanding of FCA rules and requirements.
Highlight Continuous Development: Mention any ongoing training or professional development you have pursued in the financial services sector. This shows your commitment to personal growth and staying updated with industry standards.
How to prepare for a job interview at Mulberry Recruitment
✨Showcase Your Communication Skills
Since the role requires clear and thorough communication with clients, be prepared to demonstrate your communication skills during the interview. You might be asked to explain complex financial concepts in simple terms, so practice articulating your thoughts clearly.
✨Highlight Your Attention to Detail
Given the importance of accuracy in this role, share examples from your past experience where your attention to detail made a significant difference. This could include instances where you caught errors or ensured compliance with regulations.
✨Familiarize Yourself with KYC Principles
Understanding Know Your Customer (KYC) principles is crucial for this position. Brush up on these concepts and be ready to discuss how you have applied them in previous roles or how you would approach them in this new position.
✨Prepare for Technical Questions
Expect questions related to investments, pensions, and family wealth planning. Review key concepts and be ready to discuss your technical knowledge, as well as any relevant experience you have in these areas.
