At a Glance
- Tasks: Support financial planners and deliver high-quality service to clients.
- Company: Join Amber River, a values-driven financial planning company with a clear purpose.
- Benefits: Salary up to £35,000, hybrid working, 31 days holiday, and wellness support.
- Other info: Inclusive application process with excellent career growth opportunities.
- Why this job: Be part of a team that enriches lives through innovative financial planning.
- Qualifications: Experience in financial planning administration and strong customer service skills.
The predicted salary is between 28000 - 42000 £ per year.
Experienced Financial Planning Administrator required. Brilliant opportunity to join a growing business that has strong values and a clear vision for its future. Hybrid working available together with excellent benefits and career opportunities.
Would you like to work for a company with a clear identity, strong values, an amazing culture, and a defined purpose? Are you the customer focused and experienced Senior IFA administrator we are looking for to join our friendly and professional team? This is a great opportunity to join a company that has imagined what a next generation financial planning business should look like. Our purpose is to enrich the lives not just of the clients we work for, but also the people that work for us, and we have created an environment where our team members feel they belong and can thrive and grow. If this is what you are looking for in a company and our values resonate with you, please apply, we would love to hear from you!
The role is full-time, however part-time applicants will also be considered. The role of the Senior Financial Services Administrator is to support the office managers and financial planners and provide an efficient, professional, high quality and compliant service to our clients. Duties will include:
- Obtaining and collating provider information and illustrations.
- Processing and submitting new business and monitoring the progress.
- Dealing with investment, pension, and protection business.
- Liaising with clients and delivering a full customer service.
- Preparing valuation reports, performance documentation and review checklists.
- Processing and monitoring switches with providers or electronically.
- Assisting with management of handovers.
- Supporting with training and onboarding of new starters.
- Completing withdrawal instructions for clients.
- Updating back-office systems.
Essential skills include:
- Experience in a similar role and company with a good understanding of the financial planning support function.
- Experience of handling complex client cases.
- Experience working together as part of a team.
- A background in using IFA systems and processes.
- Excellent quality service delivery skills.
- Strong personal skills in the areas of adaptability, enthusiasm, dependability, honesty, and integrity.
Benefits & Salary: Salary of up to £35,000 depending on experience. There is the possibility of working from home for two days and three days per week in the office. 31 days holiday including bank holidays plus a range of benefits including income protection, life assurance, EAP, wellness support, financial wellbeing.
About the company: At Amber River we think about financial planning in a way that goes beyond financial advice. We call it Life Landscaping® and we’re a group of like-minded, values-driven people with a passion for independent financial planning. We all work together with one, single-minded purpose: To enrich the lives of the people we meet. Through conversations and knowledge sharing, financial planning and advice, whatever life stage our clients are at, our team is here to help them plan for a life well-lived.
Further information: Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know. Only shortlisted candidates will be contacted. In order to give your application the best chance of success, please check that you meet the criteria for the role. Apply with a CV that is clear, concise, and correct. Tailor your CV to highlight your experience and relevant achievements to the position.
Senior IFA Financial Services Administrator in Birmingham employer: Amber River Midlands
Amber River is an exceptional employer that prioritises a strong culture of belonging and growth, making it an ideal place for a Senior IFA Financial Services Administrator. With hybrid working options, generous benefits including 31 days of holiday, and a commitment to employee wellbeing, we foster an environment where our team can thrive while enriching the lives of our clients. Join us in shaping the future of financial planning with purpose and passion.
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Financial Services Administrator in Birmingham
✨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 Amber River Midlands. 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 Senior IFA Financial Services Administrator in Birmingham
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 Amber River Midlands.
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 Amber River Midlands'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 Amber River Midlands
✨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 Amber River Midlands.
✨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 Amber River Midlands 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 Amber River Midlands 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.
