Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support independent financial advisers and ensure high-quality service for clients.
- Company: Dynamic firm with a focus on growth and excellent company values.
- Benefits: Up to £30,000 salary, structured training, and career progression opportunities.
- Why this job: Join a fast-paced team and grow your career in the financial services sector.
- Qualifications: Experience in IFA support and knowledge of mortgages, investments, and pensions.
- Other info: Bright office environment with a strong emphasis on teamwork and development.
The predicted salary is between 21600 - 36000 £ per year.
Our client provides specialist knowledge and expertise to their customers, as well as upholding excellent company values. They are now recruiting for ambitious and conscientious individuals to join their team on a full-time, permanent basis from their bright and welcoming offices in Cheltenham.
You will provide support to the independent financial advisers within the company to ensure that their clients are given a high level of continuing service. This is a varied and fast-paced position, so you must be willing to get stuck in and work as part of a team to support the advisors as necessary. They have excellent growth plans for the future and are looking for individuals to grow alongside this. A full structured training programme will be provided; however, you must have prior understanding of Mortgages, Protection, Investments, and Pensions. Our client provides rewarding progression opportunities and support with industry-specific qualifications, which will enable you to further your career.
Responsibilities:
- Processing applications via different provider platforms
- Maintaining and updating database with relevant policy information
- Corresponding with providers across the market (in relation to investment, pension, protection, and mortgage products)
- Issuing documents to clients
- Producing and updating client reports
- Drafting suitability reports for advisers
- Ensuring all records are kept up to date and compliant
- Handling incoming queries and outgoing calls to other providers and clients
Candidate Attributes:
- Experience working within a similar IFA support role
- Excellent administration skills
- Strong attention to detail
- Ability to work solely or as part of a team
- Good time management skills
Hours: Monday – Friday, 9am – 5pm
Salary: Up to £30,000 per annum, depending on experience
Senior IFA Administrator in Cheltenham employer: Anderson Recruitment Ltd
Contact Detail:
Anderson Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who might know about opportunities at firms like our client. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of mortgages, protection, investments, and pensions. We want you to shine when discussing how your experience aligns with the role of a Senior IFA Administrator.
✨Tip Number 3
Showcase your admin skills! Bring examples of how you've maintained databases or processed applications in previous roles. This will demonstrate your attention to detail and ability to handle the fast-paced environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior IFA Administrator in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles related to IFA support, especially focusing on administration skills and your understanding of Mortgages, Protection, Investments, and Pensions.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've supported financial advisers in the past and how you can contribute to our team's success.
Showcase Your Attention to Detail: Since this role requires strong attention to detail, make sure your application is free from typos and errors. A well-organised application will demonstrate your ability to maintain accurate records and compliance.
Apply Through Our Website: We encourage you to apply directly through our website. This way, we can easily track your application and ensure it gets the attention it deserves. Plus, it shows you're keen to join our team!
How to prepare for a job interview at Anderson Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of Mortgages, Protection, Investments, and Pensions. The interviewers will likely ask you specific questions about these areas, so being well-prepared will show that you're serious about the role.
✨Show Your Team Spirit
Since this role involves working closely with independent financial advisers, be ready to discuss examples of how you've successfully collaborated in a team before. Highlighting your ability to support others will resonate well with the company's values.
✨Be Detail-Oriented
Given the importance of maintaining accurate records and compliance, be prepared to demonstrate your attention to detail. You might want to share past experiences where your meticulousness made a difference in your work.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company’s growth plans and training programmes. This shows your enthusiasm for the role and your desire to grow alongside the company.