IFA Administrator

IFA Administrator

Shrewsbury Full-Time 28800 - 43200 £ / year (est.) No home office possible
P

At a Glance

  • Tasks: Support Financial Advisors and a Paraplanner in delivering top-notch client service.
  • Company: Join a local IFA firm in Shrewsbury with a strong community focus.
  • Benefits: Enjoy a collaborative work environment and potential for career growth.
  • Why this job: Be part of a team that makes a real difference in clients' financial lives.
  • Qualifications: No specific experience required; just a passion for finance and helping others.
  • Other info: Perfect for high school or college students looking to kickstart their career.

The predicted salary is between 28800 - 43200 £ per year.

This IFA Administrator job in Shrewsbury provides an opportunity to join a local IFA firm.

As an IFA Administrator, you will be supporting 2 Financial Advisors, alongside a Paraplanner. Together, you will aim to provide excellent service to clients and the right outcomes for their financial planning needs.

This is a well-rounded administrative position, supporting clients through the full financial planning process.

IFA Administrator employer: Premier Jobs UK Limited

Join a supportive and dynamic team in Shrewsbury as an IFA Administrator, where you will play a crucial role in delivering exceptional service to clients alongside experienced Financial Advisors and a Paraplanner. Our company fosters a collaborative work culture that prioritises employee growth, offering ongoing training and development opportunities to help you excel in your career. With a strong commitment to work-life balance and a focus on community engagement, we provide a rewarding environment for those seeking meaningful employment.
P

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 services industry, particularly the role of Independent Financial Advisors (IFAs). Understanding their processes and the types of products they offer will help you demonstrate your knowledge during interviews.

✨Tip Number 2

Network with professionals in the financial sector, especially those working as IFA Administrators or Financial Advisors. Attend local finance-related events or join online forums to build connections that could lead to job opportunities.

✨Tip Number 3

Highlight any relevant experience you have in administration or customer service, as these skills are crucial for an IFA Administrator. Be prepared to discuss specific examples of how you've supported teams or clients in previous roles.

✨Tip Number 4

Research the specific IFA firm you're applying to. Understanding their values, client base, and services will allow you to tailor your approach and show genuine interest in becoming part of their team.

We think you need these skills to ace IFA Administrator

Strong Organisational Skills
Attention to Detail
Excellent Communication Skills
Client Relationship Management
Financial Services Knowledge
Proficiency in Microsoft Office Suite
Time Management
Ability to Work Under Pressure
Problem-Solving Skills
Team Collaboration
Confidentiality and Discretion
Knowledge of Financial Products
Adaptability
Customer Service Orientation

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the responsibilities of an IFA Administrator. Highlight your relevant experience in supporting financial advisors and any administrative skills that align with the role.

Tailor Your CV: Customise your CV to reflect your experience in financial services, particularly in administration. Emphasise your organisational skills, attention to detail, and ability to work collaboratively with financial advisors and clients.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the firm. Mention specific examples of how your skills and experiences make you a great fit for supporting financial advisors and delivering excellent client service.

Proofread Your Application: Before submitting, thoroughly proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are well-formatted and professional.

How to prepare for a job interview at Premier Jobs UK Limited

✨Know Your Financial Terminology

Brush up on key financial terms and concepts relevant to the role. Being able to speak confidently about financial planning will impress the interviewers and show that you understand the industry.

✨Demonstrate Your Organisational Skills

As an IFA Administrator, you'll need to manage multiple tasks efficiently. Be prepared to discuss your organisational strategies and provide examples of how you've successfully handled administrative duties in the past.

✨Showcase Your Teamwork Abilities

You'll be supporting Financial Advisors and a Paraplanner, so it's crucial to demonstrate your ability to work well in a team. Share experiences where you've collaborated effectively with others to achieve a common goal.

✨Prepare Questions for the Interviewers

Having thoughtful questions ready shows your interest in the role and the company. Ask about their approach to client service or how they measure success in the IFA Administrator position.

IFA Administrator
Premier Jobs UK Limited
Location: Shrewsbury

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

P
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>