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For Companies At a Glance
- Tasks: Join us as an IFA Administrator, managing client meetings and supporting advisers with essential tasks.
- Company: We're a trusted Independent Financial Advice firm in Norfolk and Suffolk, dedicated to client satisfaction.
- Benefits: Enjoy 25 days holiday, free parking, and support for relevant exams, plus an annual bonus!
- Why this job: Be part of a dynamic team that values client service and offers a supportive work culture.
- Qualifications: 3+ years in IFA administration preferred; strong knowledge of financial products is a plus.
- Other info: Work in a vibrant office just 10 minutes from Norwich, with a focus on personal growth.
The predicted salary is between 21000 - 27500 £ per year.
My client is an Independent Financial Advice firm with offices in Norfolk and Suffolk, they have been trading for almost twenty years. First and foremost, they value their clients and serving them to the best of their ability by giving them unbiased holistic advice on a range of products.
The hours of work will be 37.5 hours, Monday – Friday based in my client's office just ten minutes east of Norwich’s outskirts.
PA and general admin duties
- You will organise and diarise meetings on behalf of the advisers.
- You will work with the advisers to prioritise tasks.
- You will answer calls and email queries as appropriate and act on all non-technical queries.
Client servicing and meeting preparation
- You will use appropriate systems and processes to submit new business to providers.
- You will assist with the preparation of meeting packs for client meetings including for new business and annual reviews.
- You will prepare illustrations, valuations, application forms and other documents for client signing or approval.
- You will submit fund switches, rebalances, new business, etc. with a number of different platforms and providers.
- You will liaise with product providers to ensure all applications are received and completed. Attend to outstanding requirements, keeping other members of the team informed, as necessary.
- You will analyse existing products including investments, pensions, protection, mortgages, and equity release.
- You will conduct product and fund research.
- You will prepare suitability reports of varying complexity for adviser approval.
- You will schedule and manage follow-up tasks relating to client meetings and business submissions using Intelligent Office to monitor and accurately record tasks.
- You will ensure all client information (including meeting notes) is accurately maintained on Intelligent Office and other systems where appropriate.
- You will ensure client agreements, service propositions, etc., are in place and are signed, documented, and saved to Intelligent Office.
- You will assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
- You will record and file all relevant correspondence.
Required skills and experience
- 3+ years’ experience in an IFA administration role (desirable).
- Sound technical knowledge covering pensions, investments, and protection. Mortgage and equity release knowledge (desirable).
- Demonstrable experience of delivering client service at the highest level.
- Sufficient understanding of the needs of Financial Services teams, FCA rules, and compliance in order to effectively carry out the role.
- Relevant industry qualifications (desirable).
- Learn quickly and have the confidence to take responsibility for own workload.
- Work to pressing deadlines, being personally resilient and able to handle the pressure of a busy team, a demanding workload, and complex client needs.
- Assist the adviser team and clients in an enthusiastic and proactive manner, using organisation, time management, and prioritising skills.
- Work well under own initiative, with a common-sense approach to problem solving.
Compensation and Benefits
- From £21,000 to £27,500 depending on experience and qualifications.
- 25 days holiday plus bank holidays.
- Annual vote whether to close the office between Christmas and New Year.
- Annual discretionary bonus (paid for the last 10 years).
- Free parking.
- Support for taking relevant exams.
IFA Administrator (East Norfolk) employer: Service Service Employment Agency Limited
Contact Detail:
Service Service Employment Agency Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator (East Norfolk)
✨Tip Number 1
Familiarise yourself with the specific software and systems mentioned in the job description, such as Intelligent Office. Being able to demonstrate your proficiency in these tools during an interview can set you apart from other candidates.
✨Tip Number 2
Research the company’s values and client service approach. Understanding their commitment to unbiased holistic advice will help you align your responses in interviews and show that you’re a good cultural fit.
✨Tip Number 3
Network with professionals in the financial services industry, especially those who have experience in IFA administration. They can provide insights into the role and may even refer you to opportunities within their networks.
✨Tip Number 4
Prepare for potential scenario-based questions in interviews by thinking about how you would handle various client service situations. This will showcase your problem-solving skills and ability to work under pressure, which are crucial for this role.
We think you need these skills to ace IFA Administrator (East Norfolk)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasise any transferable skills from mortgage administration or similar roles, and include specific examples of your achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with client servicing, compliance, and any relevant qualifications. Be sure to express your enthusiasm for the position.
Highlight Technical Knowledge: In your application, clearly outline your technical knowledge related to pensions, investments, and protection. If you have experience with Intelligent Office or similar systems, make sure to mention it as well.
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 in the financial services industry.
How to prepare for a job interview at Service Service Employment Agency Limited
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products relevant to the role, such as pensions, investments, and protection. Being able to discuss these confidently will show your technical knowledge and readiness for the position.
✨Demonstrate Client Service Skills
Prepare examples from your past experience that highlight your ability to deliver exceptional client service. This could include how you've handled difficult situations or gone above and beyond for clients, as this role heavily focuses on client servicing.
✨Familiarise Yourself with Compliance
Since compliance is crucial in the financial services sector, brush up on FCA rules and internal compliance procedures. Showing that you understand the importance of maintaining confidentiality and compliance will impress your interviewers.
✨Showcase Your Organisational Skills
Be ready to discuss how you manage your workload and prioritise tasks, especially under pressure. Providing specific examples of how you've successfully organised meetings or managed multiple deadlines will demonstrate your suitability for the role.
