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- Tasks: Support Financial Advisers by processing new business and managing client communications.
- Company: Join a Cardiff-based firm specializing in tailored pension and investment advice.
- Benefits: Enjoy a competitive salary, 30 days holiday, hybrid work, and growth opportunities.
- Why this job: Be part of a dedicated team focused on long-term client relationships and adaptive strategies.
- Qualifications: No specific qualifications required; just a passion for finance and helping clients.
- Other info: Opportunity to grow into Paraplanning or Advice roles.
The predicted salary is between 19200 - 28800 £ per year.
Recruit UK is looking for an IFA Administrator to join this Cardiff-based financial planning firm who offers tailored pension and investment advice, prioritising long-term client relationships and adaptive strategies. With a dedicated support team and advanced technology, they ensure clients stay informed and in control, always focusing on achieving the best possible outcomes. Role Overview As an IFA Administrator , you will play a pivotal role in supporting the Financial Advisers, ensuring the quality of service is maintained to the highest standards. Key Responsibilities Process new business, manage valuations and projections, and maintain accurate records in the back-office system. Handle client and provider communications, including answering calls, preparing suitability documents, and following up on outstanding remuneration. Ensure compliance with company standards, managing post and prioritizing tasks for assigned clients. Prepare meeting packs and documentation for client meetings within designated timelines. Benefits Competitive salary up to £32,000 (dependent on qualifications and experience) 30 days holiday Hybrid working Growth opportunities into Paraplanning or Advice 10% pension
IFA Administrator employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarize yourself with the financial planning industry, especially focusing on pension and investment advice. Understanding the key concepts and terminology will help you communicate effectively with Financial Advisers and clients.
✨Tip Number 2
Highlight your organizational skills and attention to detail during any interactions. As an IFA Administrator, managing records and preparing documentation accurately is crucial, so be ready to showcase examples from your past experiences.
✨Tip Number 3
Demonstrate your ability to work in a team and support others. The role involves collaborating closely with Financial Advisers, so sharing instances where you've successfully worked in a team can set you apart.
✨Tip Number 4
Be prepared to discuss how you handle client communications and ensure compliance. Providing examples of how you've managed client relationships or navigated regulatory requirements will show that you're ready for this role.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the IFA Administrator position. Understand the key responsibilities and required skills, so you can tailor your application to highlight your relevant experience.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial services or administrative roles. Mention specific tasks you've handled that align with the responsibilities listed, such as processing new business or managing client communications.
Showcase Your Skills: Make sure to showcase skills that are crucial for the role, such as attention to detail, organizational abilities, and proficiency with back-office systems. Provide examples of how you've used these skills in past positions.
Craft a Strong Cover Letter: Write a compelling cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role and the company. Mention why you are interested in working with this Cardiff-based financial planning firm and how you can contribute to their goals.
How to prepare for a job interview at Recruit UK
✨Know the Company
Research the financial planning firm thoroughly. Understand their values, services, and client approach. This will help you align your answers with their mission and demonstrate your genuine interest in the role.
✨Highlight Relevant Experience
Be prepared to discuss your previous experience in administration, particularly in a financial context. Share specific examples of how you've managed client communications or processed new business to showcase your skills.
✨Demonstrate Attention to Detail
As an IFA Administrator, accuracy is key. Prepare to discuss how you ensure quality in your work, whether it's maintaining records or preparing documentation. Mention any tools or methods you use to stay organized.
✨Prepare Questions
Have thoughtful questions ready for the interviewers. Inquire about the team dynamics, growth opportunities, or how they measure success in the role. This shows your enthusiasm and helps you assess if the company is the right fit for you.
