At a Glance
- Tasks: Manage client onboarding and financial planning tasks while ensuring top-notch service.
- Company: A growing independent firm with a supportive culture and high client service standards.
- Benefits: Flexible hours, hybrid working, 25 days holiday, health cash plan, and learning opportunities.
- Other info: Great career progression opportunities and support for further studies.
- Why this job: Join a dynamic team and shape your future in the financial services industry.
- Qualifications: 3+ years as an IFA Administrator with knowledge of financial regulations.
The predicted salary is between 31500 - 38500 £ per year.
Are you looking for a role with genuine flexibility and the opportunity to shape your future?
We are looking for someone to join at an exciting time of growth.
With a new Director in role for over a year we've already seen growth in our numbers and process changes to support our very high client service standards.
We're proud of being a truly independent firm and our tailored approach to our client work.
We're looking for someone with 3+ years of experience as an IFA Administrator, the role will have the following responsibilities: Oversee and manage daily administrative tasks relating to client onboarding, reviews, and financial planning recommendations.
Prepare and process new business applications across pensions, investments, protection and tax wrappers.
Liaise with providers and third parties to obtain valuations, policy information and resolve queries.
Liaise with clients, as and when required, to provide a high level of customer service.
Ensure all documentation is complete, compliant and accurately recorded in line with FCA requirements.
Maintain and update client records on back-office systems Produce and quality-check client letters, reports and review packs for adviser meetings.
Assist with compliance-related duties, including file checks and audit preparation.
Act as a point of escalation for junior administrative staff, providing training, guidance and quality assurance.
Support paraplanners (internal or external) and financial advisers to ensure seamless client service delivery.
Contribute to process improvements and maintain internal procedural documentation.
Having previous experience in a similar role, a sound knowledge of the regulation relating to Financial Services is required.
What's in it for you?
- Working for a highly experienced and supportive IFA/Director, you'll learn from the best
- The role is full time, 37.5 hours per week. We offer flexibility around when those hours are worked and offer hybrid working
- 25 days holiday, with the opportunity to buy/sell up to five days
- Health cash plan after successful probationary period
- Death in service insurance of 4 x salary after probationary period
- Flu vaccinations
- Social events with our sister company
- Learning opportunities to fit you
This role comes with the opportunity to become the centre of our client services and to excel in that area.
We're supportive of someone wanting to thrive in that role and equally supportive of them wanting to do that and then study to take the role further, potentially up to IFA, should they wish.
As a growing business, we want to progress the people within it.
FOR CONFIDENTIALITY PURPOSES PLEASE ONLY CONTACT US USING THIS PLATFORM.
WE AIM TO RESPOND TO EVERY APPLICATTION, OUR RESOURCES ARE LIMITED AND IT MAY NOT ALWAYS BE POSSIBLE TO DO SO.
TPBN1_UKTJ
IFA Administrator in Barnsley employer: All The Top Bananas
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StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Barnsley
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like All The Top Bananas. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Administrator in Barnsley
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to All The Top Bananas.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on All The Top Bananas's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at All The Top Bananas
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with All The Top Bananas.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at All The Top Bananas will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former All The Top Bananas employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
