Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients and Financial Advisors while processing new business in a dynamic team.
- Company: Join a national IFA firm focused on growth and valuing their team members.
- Benefits: Enjoy a competitive salary, hybrid working, 28 days holiday, and excellent career progression.
- Why this job: Be part of a passionate team making a real impact in financial planning.
- Qualifications: Experience as an Administrator in financial planning is essential; confidence in client communication is key.
- Other info: Opportunity for personal development with tailored career paths.
The predicted salary is between 24000 - 28800 £ per year.
This hybrid-based IFA Administrator job near Reading is suitable for an individual experienced within financial planning, keen to join a growing company. You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
As an IFA Administrator, your responsibilities will be three-fold, supporting clients, supporting Financial Advisors and processing new business. Duties include:
- Providing proactive support to their Financial Advisors
- Managing the Financial Advisors diary and arranging client meetings
- Contacting clients through various methods to ensure the advice process is not held up
- Liaising with internal and external stakeholders to chase outstanding items to help nudge the case through the process
- Prepare meeting packs and information ahead of client appointments
- Process new business
IFA Administrator Requirements
- You should have experience as an Administrator within a financial planning firm
- You should have good knowledge of financial planning processes and how a Financial Advisor operates
- You should be comfortable and confident when contacting clients
The Company
This national IFA firm are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members.
IFA Administrator Benefits
- Salary of £28,000 - £32,000 depending on experience
- Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
- Hybrid working after being signed off as competent (typically in line with probation sign off)
- 37.5 hours per week
- Excellent career progression, with individual development plans shaped around your desired career path
Locations Near Reading
IFA Administrator in Reading employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Reading
✨Tip Number 1
Familiarise yourself with the financial planning processes and the role of an IFA Administrator. Understanding how Financial Advisors operate will help you demonstrate your knowledge during interviews and show that you're ready to hit the ground running.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work as IFA Administrators. Engaging with them can provide insights into the role and may even lead to referrals or recommendations for the position.
✨Tip Number 3
Prepare to discuss your experience in managing client relationships and supporting Financial Advisors. Be ready to share specific examples of how you've successfully handled similar responsibilities in previous roles.
✨Tip Number 4
Research the company’s values and culture. Tailoring your conversation to align with their mission and demonstrating how you can contribute to their growth will make you a more appealing candidate.
We think you need these skills to ace IFA Administrator in Reading
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an Administrator within a financial planning firm. Emphasise your knowledge of financial planning processes and any relevant skills that align with the IFA Administrator role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific experiences that demonstrate your ability to support Financial Advisors and manage client relationships effectively.
Highlight Relevant Skills: In your application, focus on skills such as proactive communication, organisation, and the ability to liaise with both internal and external stakeholders. These are crucial for the IFA Administrator role.
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 essential in this role.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Planning Basics
Make sure you brush up on your knowledge of financial planning processes and how Financial Advisors operate. Being able to discuss these topics confidently will show that you're well-prepared and understand the role.
✨Demonstrate Proactive Communication Skills
Since the role involves contacting clients and liaising with stakeholders, be ready to showcase your communication skills. Prepare examples of how you've effectively managed client relationships or resolved issues in previous roles.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific situations, such as managing a busy diary for a Financial Advisor or processing new business. Think of relevant experiences where you successfully navigated similar challenges.
✨Show Enthusiasm for Teamwork
The company values teamwork, so express your enthusiasm for working collaboratively. Share examples of how you've contributed to a team environment in the past and how you can support your colleagues in this role.
