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- Tasks: Support clients and Financial Advisors while processing new business in a dynamic team.
- Company: Join a national IFA firm focused on growth and valuing their team's contributions.
- Benefits: Enjoy a competitive salary, hybrid working, 28+ days holiday, and excellent career progression.
- Why this job: Be part of a passionate team making a real impact in financial planning.
- Qualifications: Experience as an Administrator in financial planning is essential; confidence in client communication is key.
- Other info: Hybrid work available after probation; tailored development plans for your career goals.
The predicted salary is between 24000 - 28800 £ per year.
This hybrid-based IFA Administrator job near Reading is suitable for an individual experienced within financial planning, keen to join a growing company
You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
As an IFA Administrator, your responsibilities will be three-fold, supporting clients, supporting Financial Advisors and processing new business. Duties include:
- Providing proactive support to their Financial Advisors
- Managing the Financial Advisors diary and arranging client meetings
- Contacting clients through various methods to ensure the advice process is not held up
- Liaising with internal and external stakeholders to chase outstanding items to help nudge the case through the process
- Prepare meeting packs and information ahead of client appointments
- Process new business
- Key illustrations, projections and valuations
IFA Administrator Requirements
- You should have experience as an Administrator within a financial planning firm
- You should have good knowledge of financial planning processes and how a Financial Advisor operates
- You should be comfortable and confident when contacting clients
The Company
This national IFA firm are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members.
IFA Administrator Benefits
- Salary of £28,000 – £32,000 depending on experience
- Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
- Hybrid working after being signed off as competent (typically in line with probation sign off)
- 37.5 hours per week
- Excellent career progression, with individual development plans shaped around your desired career path
Locations
Near Reading
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
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Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the financial planning processes and the role of an IFA Administrator. Understanding how Financial Advisors operate will help you demonstrate your knowledge during any discussions or interviews.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work as IFA Administrators. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss your experience in managing client relationships and supporting teams. Highlight specific examples where you've successfully facilitated communication between clients and advisors, as this is crucial for the role.
✨Tip Number 4
Research the company’s values and growth plans. Being able to articulate how your skills align with their goals will show that you're not just looking for any job, but are genuinely interested in contributing to their success.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an Administrator within a financial planning firm. Emphasise your knowledge of financial planning processes and any relevant skills that align with the IFA Administrator role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific experiences that demonstrate your ability to support Financial Advisors and manage client relationships effectively.
Highlight Relevant Skills: In your application, clearly outline your skills in client communication, diary management, and processing new business. Use examples to illustrate how you've successfully performed these tasks in previous roles.
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 for an IFA Administrator.
How to prepare for a job interview at Premier Jobs UK Limited
✨Show Your Financial Knowledge
Make sure to brush up on your understanding of financial planning processes and how Financial Advisors operate. Being able to discuss these topics confidently will demonstrate your expertise and suitability for the role.
✨Prepare for Client Interaction Scenarios
Since the role involves contacting clients, think about potential scenarios you might face. Prepare examples of how you've successfully managed client communications in the past, showcasing your proactive support skills.
✨Highlight Your Organisational Skills
As an IFA Administrator, managing diaries and arranging meetings is crucial. Be ready to discuss your organisational strategies and any tools or methods you use to keep everything running smoothly.
✨Demonstrate Team Collaboration
This position requires liaising with both internal and external stakeholders. Share examples of how you've worked effectively within a team to achieve common goals, emphasising your ability to nudge cases through the process.
