Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Independent Financial Planners with client administration and documentation.
- Company: Join a well-established financial planning and accountancy practice in Exeter.
- Benefits: Enjoy a market-leading salary and opportunities for skill development.
- Why this job: Thriving in a fast-paced environment, you'll make a real impact on client service.
- Qualifications: Experience in financial services administration is preferred.
- Other info: Full details about the salary available upon application.
The predicted salary is between 36000 - 60000 £ per year.
Job Title: IFA Administrator Location: Exeter Salary: Market leading, full details available upon application Job reference: 9424 Are you someone who thrives in a fast-paced environment and enjoys managing a high volume of administrative tasks? Do you have experience in financial services administration and want to further develop your skills? If so, we want to hear from you! Job Description: We are seeking a Financial Services Administrator to join our clients growing team within a well-established financial planning and accountancy practice. In this role, you will provide essential administrative support to a team of Independent Financial Planners, helping them deliver outstanding service to clients and manage their day-to-day operations. Key Responsibilities: Client Administration Support: Preparing for client meetings, maintaining client records, booking appointments, and supporting post-meeting activities. New Business Applications: Processing new business applications, communicating with clients and providers, and ensuring smooth administration of client portfolios. Documentation & Reports: Assisting with preparing client suitability reports, meeting packs, and other relevant documentation. Recordkeeping & Co…
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 services industry, especially the role of Independent Financial Planners. Understanding their needs and challenges will help you demonstrate your value during the interview.
✨Tip Number 2
Highlight any experience you have with client administration and document preparation. Be ready to discuss specific examples of how you've successfully managed administrative tasks in a fast-paced environment.
✨Tip Number 3
Prepare to showcase your organizational skills and attention to detail. You might be asked about how you prioritize tasks and manage multiple responsibilities, so think of relevant scenarios to share.
✨Tip Number 4
Research the company and its values. Being able to articulate why you want to work for them and how you align with their mission can set you apart from other candidates.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the IFA Administrator position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial services administration. Provide specific examples of how you've managed administrative tasks and supported teams in a fast-paced environment.
Showcase Your Skills: Clearly outline your organizational and communication skills in your application. Mention any software or tools you are proficient in that are relevant to the role, as this will demonstrate your readiness for the position.
Craft a Strong Cover Letter: Write a personalized cover letter that explains why you are interested in the IFA Administrator role and how your background makes you a great fit. Be sure to convey your enthusiasm for working in financial services and supporting clients.
How to prepare for a job interview at Recruit UK
✨Show Your Administrative Skills
Be prepared to discuss your previous experience in financial services administration. Highlight specific examples where you successfully managed high volumes of tasks and how you maintained organization in a fast-paced environment.
✨Understand the Role
Familiarize yourself with the key responsibilities listed in the job description. Be ready to explain how your skills align with client administration support, new business applications, and documentation preparation.
✨Demonstrate Communication Skills
Since the role involves communicating with clients and providers, practice articulating your thoughts clearly. Prepare to discuss how you handle client interactions and ensure smooth communication in your previous roles.
✨Prepare Questions
Think of insightful questions to ask about the team dynamics and the company culture. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
