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For Companies At a Glance
- 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: This role offers growth opportunities and a chance to learn from industry experts.
- Qualifications: Previous experience as an IFA administrator is essential for this position.
- Other info: Hybrid working model available, allowing flexibility in your work-life balance.
The predicted salary is between 24000 - 32000 £ per year.
Job Description
Client service associate, Reading/Camberley
Hybrid working
Up to £32k
This is for you if you’re an IFA administrator/client service administrator 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
The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically and through acquisitions, hence the need to expand the support team. This position is based in their Reading office.
The Role
As a client service associate, 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.
The Benefits
- Up to £32k salary
- 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, plus bank holidays (this will increase with each year of service up to a maximum of 30 days)
Requirements
- Experience as an administrator working within a financial advice firm
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Apply
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 financial services industry, especially the role of an IFA administrator. Understanding the key responsibilities and challenges faced in this position will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who work as IFAs or administrators. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Research the company thoroughly before your interview. Understand their growth plans, values, and culture, so you can tailor your responses to show how you align with their goals and how you can contribute to their success.
✨Tip Number 4
Prepare specific examples from your past experience that demonstrate your skills in client support, compliance, and teamwork. Being able to articulate these experiences clearly will help you stand out as a strong candidate for the IFA administrator role.
We think you need these skills to ace IFA administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the IFA administrator position. Tailor your application to highlight relevant experience and skills that align with the role.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your experience in financial services, client support, and administration. Use bullet points for clarity and focus on achievements that demonstrate your ability to provide high-quality service.
Write a Compelling Cover Letter: Include a cover letter that expresses your enthusiasm for the role and the company. Mention specific reasons why you want to join their team and how your background makes you a suitable candidate for the IFA administrator position.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects 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 demonstrate your knowledge during the interview.
✨Showcase Your Skills
Prepare to discuss your relevant experience and skills that align with the job description. Highlight your ability to work in a team, manage documentation, and assist with research and reports, as these are key aspects of the role.
✨Research the Company
Take some time to learn about the financial services practice and its growth plans. Understanding their values and objectives will allow you to tailor your answers and show genuine interest in being part of their team.
✨Prepare Questions
Think of insightful questions to ask at the end of the interview. Inquire about the team dynamics, growth opportunities, or how they support professional development. This shows your enthusiasm for the role and helps you assess if it's the right fit for you.
