IFA Administrator Apply now

IFA Administrator

Leicester Full-Time 16800 - 28000 £ / year (est.)
Apply now
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At a Glance

  • Tasks: Join a dynamic team as an IFA Administrator, supporting Financial Planners and Paraplanners.
  • Company: Work with a progressive firm known for bespoke financial advice and strong client relationships.
  • Benefits: Enjoy hybrid work, a salary up to £28,000, exam funding, social events, and an onsite gym.
  • Why this job: This role offers growth opportunities in a supportive environment with a focus on compliance and ethics.
  • Qualifications: No specific experience required; just bring your enthusiasm and willingness to learn!
  • Other info: You'll be part of a vibrant culture with regular social events and a bonus scheme.

The predicted salary is between 16800 - 28000 £ per year.

IFA Administrator, Leicestershire based  Hybrid working Salary up to £28,000 (Experience dependant) Death in Service Social Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym   Our Client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients.  As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring IFA Administrator to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners.    Responsibilities:      Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times Comply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the company at all times. Keep up to date with all relevant product, legislative and technical changes, as required. Ensure all dealings with clients are carried out in a professional and courteous manner. Follow appropriate ethical standards within the company at all times LOA administration and processes. Process new business a…

IFA Administrator employer: Medlock Partners Limited

Our client is an exceptional employer, offering a dynamic work environment in Leicestershire with hybrid working options that promote a healthy work-life balance. Employees benefit from a comprehensive package including exam funding, a bonus scheme, and access to an onsite gym, fostering both personal and professional growth. With a strong emphasis on teamwork and ongoing development, this progressive firm of Independent Financial Planners is dedicated to nurturing talent and maintaining a vibrant company culture.
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Contact Detail:

Medlock Partners Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land IFA Administrator

✨Tip Number 1

Familiarize yourself with the Financial Services and Markets Act 2000 and the FCA rules. Understanding these regulations will not only help you in your role but also show potential employers that you are proactive and knowledgeable about the industry.

✨Tip Number 2

Network with professionals in the financial planning sector. Attend local events or join online forums to connect with IFA Administrators and Financial Planners. This can provide valuable insights and potentially lead to job referrals.

✨Tip Number 3

Stay updated on the latest product, legislative, and technical changes in the financial services industry. Subscribing to relevant newsletters or following industry leaders on social media can keep you informed and demonstrate your commitment to continuous learning.

✨Tip Number 4

Highlight your attention to detail and organizational skills during interviews. As an IFA Administrator, you'll be handling sensitive information and processes, so showcasing your ability to manage tasks efficiently will set you apart from other candidates.

We think you need these skills to ace IFA Administrator

Knowledge of Financial Services and Markets Act 2000
Understanding of FCA regulations
Compliance and regulatory knowledge
Attention to Detail
Client Relationship Management
Excellent Communication Skills
Organizational Skills
Ability to Work in a Team
Proficiency in Microsoft Office Suite
Time Management
Problem-Solving Skills
Adaptability to Change
Knowledge of Anti-Money Laundering Procedures
Data Security Awareness

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 accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial services or administration. Mention specific tasks that align with the responsibilities listed in the job description, such as compliance and client interaction.

Showcase Your Skills: Make sure to highlight skills that are crucial for the role, such as attention to detail, communication skills, and knowledge of financial regulations. Use examples from your past experiences to demonstrate these skills.

Personalize Your Application: Address your cover letter to the hiring manager if possible, and express your enthusiasm for the company and the role. Mention why you want to work for this particular firm and how you can contribute to their success.

How to prepare for a job interview at Medlock Partners Limited

✨Understand the Financial Services Landscape

Make sure you have a solid grasp of the Financial Services and Markets Act 2000 and the relevant FCA rules. Being able to discuss these regulations confidently will show your potential employer that you're serious about compliance and understand the industry's framework.

✨Showcase Your Attention to Detail

As an IFA Administrator, attention to detail is crucial. Prepare examples from your past experiences where your meticulous nature helped avoid errors or improved processes. This will demonstrate your capability to handle LOA administration and new business processing effectively.

✨Stay Updated on Industry Changes

Research recent changes in financial products, legislation, and technical updates. Being knowledgeable about current trends will not only impress your interviewers but also indicate your commitment to continuous learning in the financial sector.

✨Emphasize Your Interpersonal Skills

Since you'll be working closely with Paraplanners and Financial Planners, highlight your ability to communicate professionally and courteously with clients and colleagues. Share specific instances where your interpersonal skills made a positive impact in a team setting.

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  • IFA Administrator

    Leicester
    Full-Time
    16800 - 28000 £ / year (est.)
    Apply now

    Application deadline: 2027-01-11

  • M

    Medlock Partners Limited

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