At a Glance
- Tasks: Provide admin support to Financial Advisers and manage client relationships.
- Company: Reputable Independent Financial Advice practice with a focus on exceptional service.
- Benefits: Hybrid working, competitive salary, bonuses, and professional development support.
- Other info: Opportunity for career advancement and additional holiday benefits.
- Why this job: Join a friendly team and grow your career in financial services.
- Qualifications: Experience in IFA Administration and strong organisational skills required.
The predicted salary is between 27000 - 33000 £ per year.
Location: Deeside, Flintshire (Hybrid working available following successful completion of probation)
Salary: £27,000 - £33,000 per annum, depending on experience and qualifications
Benefits:
- Quarterly bonus scheme (available after probation)
- Hybrid working up to 3 days from home
- 25 days annual leave plus bank holidays
- Option to purchase up to 5 additional holiday days
- Additional holiday entitlement for long service
- 5% employer pension contribution
- Life cover (4x salary)
- Critical illness cover (4x salary)
- Income protection
- Full support towards professional qualifications and exams
About the Company:
Our client is a well-established and highly respected Independent Financial Advice practice with a strong reputation for delivering exceptional client service. Due to continued growth and an internal vacancy, they are seeking an experienced IFA Administrator / Client Relationship Manager to join their friendly and professional team. This is an excellent opportunity for an individual with financial services administration experience who is looking to further develop their career within a supportive environment that actively encourages professional development and qualifications.
Key Responsibilities:
- Providing comprehensive administrative support to a dedicated Financial Adviser.
- Managing client relationships and acting as a key point of contact.
- Liaising with providers, platforms, and third-party organisations.
- Processing new business applications and maintaining accurate records.
- Preparing documentation for client meetings and reviews.
- Managing fund switches, withdrawals, transfers, and other policy servicing requests.
- Chasing outstanding information from clients and providers.
- Updating and maintaining Intelligent Office (IO) and internal systems.
- Ensuring all administration is completed accurately and in line with company procedures and regulatory requirements.
- Supporting advisers throughout the end-to-end client journey.
- Delivering exceptional client service at all times.
What We're Looking For:
- Previous experience within an IFA Administration, Financial Planning Administration, or Wealth Management support role.
- Experience working closely with Financial Advisers and product providers.
- Strong organisational skills with excellent attention to detail.
- Ability to manage multiple tasks and prioritise workloads effectively.
- Excellent communication and client service skills.
- A proactive and professional approach to work.
- Good working knowledge of Microsoft Office applications.
- Experience using Intelligent Office (IO) or similar CRM systems.
Desirable Skills:
- Progress towards the Level 4 Diploma in Regulated Financial Planning.
- Knowledge of pensions, investments, protection, and wealth management products.
- Experience supporting high-net-worth clients.
- Understanding of financial services regulatory requirements.
How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
IFA Administrator in Deeside employer: All The Top Bananas
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StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Deeside
✨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.
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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.
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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 Deeside
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.
