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- Tasks: Support Financial Advisors and manage client relationships in a dynamic financial planning environment.
- Company: Join a well-established IFA firm that values internal development and progression.
- Benefits: Enjoy a competitive salary, flexible working hours, and great perks like birthday off and shopping discounts.
- Why this job: Be the first point of contact for clients and make a real impact on their financial journeys.
- Qualifications: Experience in financial services and proficiency in Microsoft Office and industry software required.
- Other info: Opportunities for training and career development are strongly supported.
The predicted salary is between 30000 - 36000 £ per year.
This IFA Administrator job in Bromsgrove provides opportunity for an experienced Administrator within financial planning to join a well established IFA firm. As an IFA Administrator, you will be providing administrative and technical support to their Financial Advisors, making sure clients receive great service. You should regularly hold catch up meetings with your allocated Financial Advisors to review outstanding and upcoming items, and plan a clear workflow of priorities. This role has good levels of client liaison, as you will be their first point of contact and act as a relationship manager to support clients through their financial planning journey.
Your administrative duties will include:
- Preparing documents such as fact finds, client review packs, research, illustrations, new business packs
- Liaising with the Paraplanners
- Submitting new business cases for processing
- Maintaining accurate client records
Our client are big advocates for internal development and progression and will support you with access to training and ways to develop.
IFA Administrator Requirements
- You should have experience within a similar financial services support role
- You should have experience with some platforms and financial products such as pensions, investments and pensions
- You should be comfortable using Microsoft Office and industry related software
IFA Administrator Benefits
- Salary of £30,000 - £36,000
- 3 days office based in Bromsgrove and 2 days from home
- Varied working times available of 8am – 4pm, 9am – 5pm or 10am – 6pm to suit your schedule
- Comprehensive benefits including contributory pension scheme, DIS, discretionary bonus after full year's service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts
- The business is committed to professional development for their team and will be open to facilitating your career plans
Location: Bromsgrove
Executive IFA Administrator employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Executive IFA Administrator
✨Tip Number 1
Familiarise yourself with the specific financial products and platforms mentioned in the job description. This will not only help you understand the role better but also allow you to speak confidently about your experience during interviews.
✨Tip Number 2
Network with current or former employees of the IFA firm. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when applying.
✨Tip Number 3
Prepare to discuss your organisational skills and how you manage multiple priorities. Since the role involves regular catch-ups with Financial Advisors, demonstrating your ability to handle a busy workload will be crucial.
✨Tip Number 4
Show enthusiasm for professional development. The firm values internal growth, so expressing your eagerness to learn and advance within the company can set you apart from other candidates.
We think you need these skills to ace Executive IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services support roles. Emphasise your familiarity with financial products like pensions and investments, as well as your proficiency in Microsoft Office and industry-related software.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to provide excellent administrative support and client liaison, as well as your commitment to professional development.
Showcase Your Communication Skills: Since this role involves significant client interaction, ensure your application reflects strong communication skills. Use clear and concise language, and consider including examples of how you've successfully managed client relationships in the past.
Highlight Your Organisational Skills: As an IFA Administrator, you'll need to manage multiple tasks effectively. In your application, provide examples of how you've prioritised workloads and maintained accurate records in previous roles, showcasing your organisational abilities.
How to prepare for a job interview at Premier Jobs UK
✨Showcase Your Administrative Skills
As an IFA Administrator, your ability to manage documents and client records is crucial. Be prepared to discuss your previous experience in administrative roles, highlighting specific tasks you've handled, such as preparing client review packs or liaising with Paraplanners.
✨Demonstrate Financial Knowledge
Familiarity with financial products like pensions and investments is essential. Brush up on these topics before the interview and be ready to explain how your knowledge can benefit the Financial Advisors and clients you'll be supporting.
✨Emphasise Communication Skills
Since you'll be the first point of contact for clients, strong communication skills are a must. Prepare examples of how you've effectively managed client relationships in the past, ensuring you convey your ability to provide excellent service.
✨Discuss Your Adaptability
With varied working hours and the option to work from home, adaptability is key. Share experiences that demonstrate your flexibility and willingness to adjust to different working environments or schedules, showing that you're a good fit for their dynamic setup.
