Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers with admin duties and client service while learning about financial products.
- Company: Join a respected IFA Wealth Manager in the heart of London.
- Benefits: Enjoy career development support and potential for future qualifications.
- Why this job: This is a great chance to kickstart your finance career in a fast-growing firm.
- Qualifications: Looking for responsible, self-motivated candidates with good IT skills.
- Other info: Opportunity to progress towards paraplanning in a dynamic environment.
The predicted salary is between 28800 - 43200 £ per year.
The role is based in the City with a highly respected IFA Wealth Manager. Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Should you wish, support for future qualifications will be provided to enable the successful applicant to further their knowledge. KEY RESPONSIBILITIES & ACCOUNTABILITIES New business processing and submission to Business quality, submitting onto external and internal systems Gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process Liaison with a variety of product providers and use of their online systems to gather valuations etc Working with back-office system to maintain client records, process annual reviews reports and new business processing Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products General Administration and client servicing support as needed The role offers a competi…
IFA Administrator- London employer: Coast Specialist Recruitment
Contact Detail:
Coast Specialist Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator- London
✨Tip Number 1
Familiarize yourself with the financial products and services offered by IFAs. Understanding pensions, investments, and protection products will not only help you in the role but also impress your potential employer.
✨Tip Number 2
Network with professionals in the financial services industry. Attend local finance events or join online forums to connect with advisers and learn more about their day-to-day responsibilities.
✨Tip Number 3
Enhance your IT skills, especially with back-office systems and client management software. Being proficient in these tools will make you a valuable asset to the team and show your commitment to the role.
✨Tip Number 4
Demonstrate your self-motivation and organizational skills during any interactions. Share examples of how you've successfully managed tasks or projects in the past to highlight your suitability for this fast-paced environment.
We think you need these skills to ace IFA Administrator- London
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 accountabilities, as well as the skills required, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in administrative roles or client service positions. Mention specific examples where you supported financial advisers or worked with financial products, as this will demonstrate your suitability for the role.
Showcase IT Skills: Since good IT skills are essential for this position, make sure to highlight your proficiency with relevant software and systems. If you have experience with back-office systems or online platforms used by financial services, be sure to mention it.
Express Your Motivation: In your cover letter, express your enthusiasm for the opportunity to develop a career in financial advice. Mention your willingness to pursue further qualifications and how you see yourself growing within the company.
How to prepare for a job interview at Coast Specialist Recruitment
✨Show Your Organizational Skills
Since the role requires strong organizational abilities, be prepared to discuss specific examples of how you've managed multiple tasks or projects in the past. Highlight any tools or methods you use to stay organized.
✨Demonstrate Your IT Proficiency
The job emphasizes good IT skills, so be ready to talk about your experience with various software and systems. If you have experience with financial software or CRM systems, make sure to mention it.
✨Understand Financial Products
Familiarize yourself with different financial products, especially pensions, investments, and protection products. Being able to discuss these topics will show your commitment to the role and your willingness to learn.
✨Express Your Career Aspirations
Since this position is a stepping stone towards paraplanning, share your long-term career goals and how this role fits into your plans. This shows that you are motivated and looking for growth within the company.
