IFA Administrator

IFA Administrator

Stafford Full-Time 19500 - 45500 £ / year (est.)
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At a Glance

  • Tasks: As an IFA Administrator, you'll manage client queries, meetings, and account setups.
  • Company: Join a rapidly growing, client-focused Independent Financial Advisor in Stafford.
  • Benefits: Enjoy hybrid work, a bonus scheme, and up to 30 days holiday!
  • Why this job: This role offers hands-on experience in financial services with a supportive team culture.
  • Qualifications: Minimum of 2 years' experience as an IFA Administrator is required.
  • Other info: Gain exposure to various financial tasks while working in a dynamic environment.

The predicted salary is between 19500 - 45500 £ per year.

The business is a well-established directly authorised IFA. The client is at the heart of their business where they provide holistic advice. They are currently going through a period of rapid growth, hence the need to expand their team. This role is based in their office in Stafford, As an IFA Administrator, you will liaise with clients to resolve queries, arrange meetings, and manage requests such as deposits and withdrawals. You will also be responsible for setting up, maintaining, and closing client accounts, as well as preparing for annual review meetings and drafting letters of authority.

Additionally, you will run client reports, including CTC and CGT reports, prepare valuations, and assist with organising client events. General administrative tasks will also be part of your role, ensuring smooth day-to-day operations within the office.

This role is for you if you are an IFA Administrator with a minimum of 2 years’ experience looking to join a growing IFA. This is a fantastic opportunity for someone who is passionate about financial services and looking to further their career. You will be working with a strong team where you will gain a range of exposure, hands-on experience, and you will learn and grow with an experienced team. If you have strong administrative skills and a desire to work in a dynamic and supportive environment, this role is ideal for you!

  • Salary – Up to £32,500

  • Hybrid working: 3 days in the office, 2 days from home.

  • Company bonus scheme.

  • Death in service (4x salary).

  • 20 days of holiday, increasing by 1 day with each year of service, up to 30 days. Additional holidays can also be purchased.

  • Smart Health Benefits.

IFA Administrator employer: Finlink Ltd

Join a well-established IFA in Stafford that prioritizes client-centric holistic advice and is currently experiencing rapid growth. As an IFA Administrator, you will thrive in a dynamic and supportive work culture, benefiting from hybrid working arrangements, a competitive salary of up to £32,500, and a generous bonus scheme. With opportunities for professional development, increasing holiday entitlement, and comprehensive health benefits, this role offers a meaningful career path in the financial services sector.
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Contact Detail:

Finlink Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land IFA Administrator

✨Tip Number 1

Familiarize yourself with the specific financial services and products that the IFA offers. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role and the company.

✨Tip Number 2

Network with current or former employees of the IFA to gain insights into the company culture and expectations. This can provide you with valuable information that can set you apart during the selection process.

✨Tip Number 3

Prepare to discuss your previous experience in managing client accounts and resolving queries. Be ready to share specific examples that highlight your administrative skills and ability to work in a fast-paced environment.

✨Tip Number 4

Show enthusiasm for continuous learning and professional development. Mention any relevant courses or certifications you are pursuing or plan to pursue, as this aligns with the company's growth and supportive environment.

We think you need these skills to ace IFA Administrator

Client Liaison
Administrative Skills
Financial Services Knowledge
Account Management
Report Preparation
Attention to Detail
Organizational Skills
Communication Skills
Problem-Solving Skills
Time Management
Event Coordination
Data Entry
Proficiency in Microsoft Office Suite
Ability to Work in a Team
Adaptability

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the IFA Administrator position. Highlight the key responsibilities and required skills, such as client liaison, account management, and report preparation, to tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience as an IFA Administrator or in a similar role. Provide specific examples of how you've successfully managed client accounts, resolved queries, and performed administrative tasks.

Showcase Your Skills: Demonstrate your strong administrative skills and attention to detail in your application. Mention any relevant software or tools you are proficient in that can aid in managing client reports and organizing events.

Express Your Passion: Convey your enthusiasm for the financial services industry in your cover letter. Explain why you are excited about the opportunity to work with a growing IFA and how you plan to contribute to the team's success.

How to prepare for a job interview at Finlink Ltd

✨Show Your Passion for Financial Services

Make sure to express your enthusiasm for the financial services industry during the interview. Share specific examples of what excites you about working in this field and how you stay updated on industry trends.

✨Demonstrate Strong Administrative Skills

Prepare to discuss your previous administrative experience in detail. Highlight your ability to manage client accounts, handle queries, and organize meetings efficiently, as these are key aspects of the IFA Administrator role.

✨Be Ready for Scenario-Based Questions

Expect questions that assess your problem-solving skills. Prepare for scenarios where you might need to resolve client issues or manage multiple requests simultaneously, showcasing your ability to prioritize tasks effectively.

✨Familiarize Yourself with Client Reporting

Since running client reports is part of the job, brush up on your knowledge of CTC and CGT reports. Be prepared to discuss how you would approach preparing valuations and any relevant software tools you have used in the past.

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  • IFA Administrator

    Stafford
    Full-Time
    19500 - 45500 £ / year (est.)
    Apply now

    Application deadline: 2026-12-03

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    Finlink Ltd

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