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- Tasks: Support financial planners and manage client communications in a dynamic office environment.
- Company: Join a fast-growing financial services practice with a strong UK presence.
- Benefits: Enjoy a competitive salary, private medical insurance, and generous annual leave.
- Why this job: Be part of a supportive team with growth opportunities in a thriving business.
- Qualifications: Experience as an IFA Administrator is essential for this role.
- Other info: This position offers hybrid working based in Orkney.
The predicted salary is between 24000 - 32000 £ per year.
This is for you if you have experience as an IFA Administrator and you’re looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business.
The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Orkney office.
As an IFA administrator, you will be working closely with the office manager and financial planners to provide an efficient, high-quality and compliant service. During a typical day, you will be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports as well as ensuring back-office systems are updated and maintained accurately.
Benefits:
- Salary - up to £32,000 (depending on experience)
- Private medical insurance
- Healthcare cash plan
- Group income protection
- Group life assurance (4 x basic annual salary)
- Group pension scheme, 5% employer contribution, 3% employee contribution
- Discretionary company bonus award opportunity
- 28 days annual leave rising to 30 days after 2 years’ service
If you have the required experience and this role interests you, then you can apply by simply attaching your CV along with your basic contact details. We’ll get in touch if we need any additional information and then present you to the business with the aim of setting up an initial interview.
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the specific software and tools commonly used in financial services. Being able to demonstrate your proficiency in these systems during an interview can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work as IFA Administrators. Attend relevant events or join online forums to gain insights and potentially get referrals.
✨Tip Number 3
Research the company’s growth plans and recent acquisitions. Showing that you understand their business strategy and how you can contribute to their success will impress the hiring managers.
✨Tip Number 4
Prepare for the interview by practising common questions related to client communication and compliance. Being able to articulate your experience in these areas will demonstrate your readiness for the role.
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 IFA Administrator. Focus on relevant skills such as client communication, compliance, and back-office systems management. Use keywords from the job description to catch their attention.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in this role and how your previous experience aligns with the responsibilities outlined. Mention your enthusiasm for joining a growing team and your desire to develop within the company.
Highlight Relevant Experience: In your application, emphasise any specific experiences that relate to processing new business, client communication, and compliance. Provide examples of how you've successfully managed similar tasks in past 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 in the financial services industry.
How to prepare for a job interview at Finlink Ltd
✨Know Your Role
Make sure you understand the responsibilities of an IFA Administrator. Familiarise yourself with tasks like processing new business, client communication, and compliance documentation. This will help you answer questions confidently and demonstrate your suitability for the role.
✨Showcase Your Experience
Prepare to discuss your previous experience in financial services or as an IFA Administrator. Highlight specific examples where you've successfully managed client relationships or ensured compliance, as this will show your potential employer that you can hit the ground running.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company’s growth plans and team dynamics. This shows your genuine interest in the role and helps you assess if the company culture aligns with your career goals.
✨Demonstrate Team Spirit
Since you'll be working closely with the office manager and financial planners, emphasise your ability to work collaboratively. Share examples of how you've contributed to a team in the past, as this will highlight your fit within their supportive environment.
