Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support advisers with admin tasks and client queries in a dynamic team.
- Company: Join a well-established IFA firm focused on exceptional client experiences.
- Benefits: Enjoy hybrid working, a competitive salary, and great perks like a pension and bonuses.
- Why this job: Be part of a consultative lifestyle planning firm that values teamwork and client satisfaction.
- Qualifications: No specific qualifications required; just bring your enthusiasm and willingness to learn!
- Other info: Flexible working hours and 25 days holiday plus stats make this role even more appealing.
The predicted salary is between 25000 - 28000 £ per year.
The Company: An established, Halifax based IFA firm looking to add a private wealth focused IFA Administrator to their adviser support team. A consultative lifestyle planning firm with a very clear focus on ensuring an excellent client experience. Office Location: Halifax Hybrid/Home Working: Yes – Hybrid office/home working Package: £25-28k base + discretionary bonus and full company benefits Key Benefits: 5% Pension, 4 x DIS and a flexible working setup Holidays: 25 days holiday + stats Working hours: 35hrs p/w The Role: Providing full back-office Admin support to Advisers, acting as port of call for client queries as required too. Duties include: To provide accurate and timely administrative support to the administration teams, ensuring compliance with internal and statutory requirements. To accurately post remuneration onto the firms’ back-office system. To maintain accurate and up-to-date computer records in order to report accurate figures as required and support business activity effectively. To operate as a member of Private Client Administrative team, including liaison with advisers and other staff as required, to ensure all administrative activities are completed accurately and on time To ensure correct d…
IFA Administrator employer: CB3 Associates Ltd
Contact Detail:
CB3 Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarize yourself with the specific software and tools commonly used in IFA administration. Being able to demonstrate your proficiency in these systems during the interview can set you apart from other candidates.
✨Tip Number 2
Highlight your experience in providing excellent client support. Since this role emphasizes a consultative approach, be prepared to share examples of how you've successfully managed client queries and contributed to a positive client experience.
✨Tip Number 3
Research the company’s values and culture. Understanding their focus on lifestyle planning and client experience will help you align your answers during the interview and show that you're a good fit for their team.
✨Tip Number 4
Prepare questions that reflect your interest in the role and the company. Asking insightful questions about their administrative processes or team dynamics can demonstrate your enthusiasm and proactive attitude.
We think you need these skills to ace IFA Administrator
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 to highlight your relevant experience.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous administrative roles or experience in financial services. Mention specific tasks that align with the duties listed, such as providing administrative support, maintaining records, or handling client queries.
Showcase Your Skills: Make sure to showcase skills that are crucial for the role, such as attention to detail, organizational abilities, and proficiency with back-office systems. Provide examples of how you've successfully used these skills in past positions.
Craft a Strong Cover Letter: Write a compelling cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role and the company. Mention why you are drawn to their consultative lifestyle planning approach and how you can contribute to enhancing the client experience.
How to prepare for a job interview at CB3 Associates Ltd
✨Understand the Role
Make sure you have a clear understanding of the IFA Administrator role and its responsibilities. Familiarize yourself with the specific tasks mentioned in the job description, such as providing back-office support and maintaining accurate records.
✨Showcase Your Organizational Skills
Since the role involves managing administrative tasks and ensuring compliance, be prepared to discuss your organizational skills. Share examples of how you've successfully managed multiple tasks or projects in the past.
✨Demonstrate Client-Focused Mindset
This firm emphasizes an excellent client experience. Be ready to talk about how you prioritize client needs and provide exceptional service. Highlight any relevant experiences where you went above and beyond for clients.
✨Prepare Questions
Have thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and the company. You might ask about the team dynamics, the company's approach to client relationships, or opportunities for professional development.
