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- Tasks: Support Financial Advisers and enhance client experiences in a dynamic office environment.
- Company: Join a leading financial planning firm known for its collaborative culture and employee satisfaction.
- Benefits: Enjoy hybrid working, 28 days holiday, a 10% pension contribution, and annual bonuses.
- Why this job: Be part of a supportive team focused on growth, learning, and exceptional client service.
- Qualifications: Experience in financial services, strong communication skills, and proficiency in Microsoft Office required.
- Other info: Opportunities for professional development with exam support and salary increases upon completion.
The predicted salary is between 36000 - 60000 £ per year.
Eventus Recruitment are seeking a dedicated Senior IFA Administrator to join an Independent Financial Advisory firm in Warrington, Cheshire. This is a fantastic opportunity to play a key role in supporting Financial Advisers and providing an exceptional client experience. This position offers a supportive environment, a range of valuable benefits, and the opportunity to be part of a collaborative, client-focused team.
Benefits of this full-time, permanent job include:
- 10% employer pension contribution
- 28 days holiday PLUS bank holidays
- Hybrid working (3 days office, 2 days remote at home)
- Death in Service cover (x4)
- Annual bonus
- Full Study support
Role Responsibilities:
The incoming Senior IFA Administrator will provide support to the Practice to ensure that client relationships can be optimised and assist with the daily operation of the office. Day-to-day in this IFA job, you will:
- Provide appropriate development and coaching support to team members.
- Provide high level technical and administrative support to the Advisers and Practice.
- Deal effectively with queries from clients and other parties through effective communication.
- Deal effectively with all administration tasks including the accurate input of data onto Intelligent Office.
- Assist with the preparation of client files including compliance required documentation; research; illustrations and supporting documentation when required.
- Ensure that files are complete with all required client identification documentation and necessary forms.
- Process applications accurately and record the required management information.
- Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.
- Support the relationship of existing clients, developing knowledge of their circumstances to help grow business.
- Be proactive in bringing new clients on board via referrals and promoting the services on offer.
- Help clients to better understand the full potential of the firm’s products.
- Gather feedback from clients to ensure they have been satisfied with service standards and note further business opportunities.
- Provide support to the Valuations team when required, processing valuations.
- Provide an excellent level of customer service to clients.
Person Specification:
The ideal candidate will have experience working in a fast-paced, client-focused financial planning environment. The following skills and attributes are sought after:
- Prior experience within a similar role, preferably within financial services or an IFA business.
- Good all-round knowledge of relevant regulation and legislation.
- Experience of client management systems such as Intelligent Office.
- Experience of managing and creating workflow, systems, and procedures.
- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.
- Works with total discretion at all times.
- Excellent written communication skills.
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel).
- Good organisation skills.
- Strong attention to detail.
- Manages time effectively with the ability to multi-task.
- Keeps calm when faced with conflicting demands and handles these effectively.
- Demonstrates a positive attitude at all times.
- Works well on own tasks as well as on shared goals as part of a team.
- Open to change with a creative approach to problem solving.
Benefits and Rewards:
The employer offers a wide range of benefits designed to support employee well-being and reward dedication. These include:
- 10% employer pension contribution
- 28 days holiday PLUS bank holidays (with an option to purchase a further 3 days if required)
- Hybrid working 3 days in the office and 2 days remote working from home
- Annual bonus
- 4 x basic salary death in service, option to join private medical insurance scheme
- Option to sit exams - the company will pay for the revision material for 5 exams and the first sitting of each exam, once passed the employee will receive an increase in basic salary of £500 per annum, so potential to increase salary by £2,500 if all exams are passed (but studying/exams are certainly not essential)
About the Company:
The employer has built a fantastic collaborative culture, where employees love going to work. They are a leading financial planning firm in Warrington, Cheshire and are committed to delivering exceptional financial planning services. Furthermore, they believe in fostering a healthy work-life balance and offer hybrid working arrangements for employees. Their culture is focused on collaboration, continuous learning, and providing employees with opportunities for growth and career development.
Next Steps:
Apply now if your skills and experience align with this Senior IFA Administrator role. If you would like to learn more about this job opportunity, please contact Duncan McIlroy at Eventus Recruitment for a confidential discussion. If this role isn’t quite right for you but you are looking for a new position, please get in touch with us to discuss other opportunities that align with your career goals.
Contact Detail:
The Eventus Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator
✨Tip Number 1
Familiarise yourself with Intelligent Office, as experience with client management systems is crucial for this role. Consider taking online tutorials or courses to enhance your skills and demonstrate your commitment to mastering the tools used in the industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in IFA firms. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Brush up on your knowledge of relevant regulations and legislation in financial services. Being well-versed in compliance will not only help you in the interview but also show that you are proactive and knowledgeable about the industry.
✨Tip Number 4
Prepare to discuss your experience in managing workflows and procedures during the interview. Think of specific examples where you've improved efficiency or client satisfaction, as this will highlight your ability to contribute positively to the team.
We think you need these skills to ace Senior IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services or IFA roles. Emphasise your skills in client management systems, particularly Intelligent Office, and showcase your ability to handle administrative tasks efficiently.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the company culture. Mention specific examples of how you've provided exceptional client service and supported team members in previous positions.
Highlight Relevant Skills: In your application, focus on key skills mentioned in the job description, such as excellent written communication, attention to detail, and the ability to manage multiple tasks. Use concrete examples to demonstrate these skills.
Show Enthusiasm for Continuous Learning: Express your willingness to engage in professional development, such as taking exams or further training. Mention any relevant qualifications or courses you have completed that align with the role's requirements.
How to prepare for a job interview at The Eventus Recruitment Group
✨Showcase Your Client Management Skills
As a Senior IFA Administrator, you'll be dealing with clients regularly. Be prepared to discuss your previous experiences in client management and how you've built rapport with clients in the past. Highlight specific examples where you successfully resolved client queries or improved their experience.
✨Demonstrate Technical Knowledge
Familiarise yourself with relevant regulations and legislation in the financial services sector. Be ready to discuss your knowledge of client management systems like Intelligent Office, as well as any technical support you've provided in previous roles. This will show that you're equipped to handle the technical aspects of the job.
✨Emphasise Team Collaboration
The role requires working closely with Financial Advisers and other team members. Prepare to share examples of how you've contributed to a team environment in the past, including any coaching or mentoring you've provided to colleagues. This will demonstrate your ability to work collaboratively and support others.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to manage conflicting demands. Think of scenarios where you've had to multitask or remain calm under pressure. Practising these responses will help you articulate your thought process during the interview.
