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- Tasks: Support clients and advisers by managing client files and processing applications.
- Company: Join a reputable Chartered Financial Planning practice in Tunbridge Wells.
- Benefits: Enjoy remote work options and opportunities for personal development.
- Why this job: Be part of a dynamic team that values professionalism and client service.
- Qualifications: No specific experience required, just a willingness to learn and grow.
- Other info: Work permit may be needed if you're not a passport holder of the country.
The predicted salary is between 28800 - 43200 £ per year.
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IFA Administrator – Tunbridge Wells, Tunbridge Wells
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Client:
Blakemore Recruitment
Location:
Tunbridge Wells, United Kingdom
Job Category:
Other
Remote work opportunities
–
EU work permit required:
Yes
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Job Reference:
56423fa0ea49
Job Views:
11
Posted:
17.06.2025
Expiry Date:
01.08.2025
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Job Description:
We are currently recruiting for a Chartered Financial Planning practice based in Tunbridge Wells who are looking to recruit an IFA Administrator to join their team.
ROLE
- Acting as point of contact between clients, advisers and third-party product providers
- Establishing and maintaining electronic client files
- Processing new business applications, maintaining accurate information and recordingstransactions
- Sourcing quotations, illustrations and supporting documentation
- Preparing valuations, reports and material for client meetings
- Ensuring that all work adheres to the firm’s compliance procedures
- Follow established procedures, systems and templates for processing work
- Act on own initiative to ensure workload is prioritised in a timely manner
- Dealing with post and answering the phone
Remote work opportunities
PERSONAL
- To maintain and increase technical knowledge and ability to apply this knowledge
- To keep CPD records in accordance with the firm’s T&D plan
- To ensure that all client financial and personal affairs remain confidential and are notdiscussed with third parties without client permission
- To maintain an awareness of new products and market developments
- To ensure that both internal and external communications are polite and respectful and torepresent the firm in a professional manner
QUALIFICATIONS/CAPABILITIES
- To use best endeavours to continually improve upon qualifications and skills by following aprogramme of personal development as agreed with the firm
- To maintain an acceptable knowledge of the Regulatory framework
SKILLS
- Understanding information and documentation required to process new business, claims andamendments to existing client policies and investments
- Keyboard and computer skills, including Word, Outlook, Excel, Adviser Office, Papercloud and
- Gateway
- Communication and interpersonal skills for dealing with colleagues, clients and companies
- Letter writing skills and information presentation
- High degree of organisational skills and attention to detail
- Exceptional client service and communication skills
KNOWLEDGE
- Understanding of Regulatory framework
- Knowledge of financial services products
- Experience of provider investment platforms
- Experience within the financial services industry
Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit. Check our Blog for more information.
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Created on 17/06/2025 by TN United Kingdom
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IFA Administrator - Tunbridge Wells employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator - Tunbridge Wells
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the regulatory framework. Understanding compliance procedures will not only help you in the role but also impress your potential employers.
✨Tip Number 2
Enhance your technical skills by getting comfortable with software like Word, Excel, and any specific tools mentioned in the job description, such as Adviser Office and Papercloud. Being proficient in these tools can set you apart from other candidates.
✨Tip Number 3
Network with professionals in the financial services sector. Attend local events or join online forums to connect with others in the field. This can provide valuable insights and potentially lead to referrals for the IFA Administrator position.
✨Tip Number 4
Prepare for the interview by practising common questions related to client service and communication skills. Since this role involves a lot of interaction with clients and advisers, showcasing your interpersonal skills will be crucial.
We think you need these skills to ace IFA Administrator - Tunbridge Wells
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an IFA Administrator. Familiarise yourself with tasks such as processing new business applications and maintaining client files, as this will help you tailor your application.
Highlight Relevant Skills: In your CV and cover letter, emphasise your organisational skills, attention to detail, and experience in financial services. Mention any specific software you are proficient in, like Word, Excel, or Adviser Office, as these are crucial for the role.
Craft a Strong Cover Letter: Your cover letter should not only express your interest in the position but also demonstrate your understanding of the compliance procedures and client service expectations outlined in the job description. Make it personal and engaging.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is key in this role. A polished application reflects your professionalism.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Role
Make sure you understand the responsibilities of an IFA Administrator. Familiarise yourself with tasks like processing new business applications and maintaining client files, as these will likely come up during the interview.
✨Brush Up on Compliance
Since compliance is crucial in financial services, be prepared to discuss how you would ensure adherence to the firm's procedures. Highlight any previous experience you have with compliance or regulatory frameworks.
✨Demonstrate Communication Skills
As this role involves liaising with clients and advisers, showcase your communication skills. Prepare examples of how you've effectively communicated in past roles, especially in challenging situations.
✨Showcase Your Organisational Skills
The job requires a high degree of organisation and attention to detail. Be ready to discuss how you prioritise tasks and manage your workload efficiently, perhaps by sharing specific examples from your previous experience.
