At a Glance
- Tasks: Support Advisors by preparing reviews, liaising with clients, and processing new business.
- Company: A growing IFA firm with a supportive and vibrant team culture.
- Benefits: Salary up to £34,000, bonuses, pension, health benefits, and study support.
- Other info: Low staff turnover and excellent career development towards paraplanning or advising.
- Why this job: Join a dynamic team and kickstart your career in finance with growth opportunities.
- Qualifications: Previous IFA administration experience and a positive, detail-oriented attitude.
The predicted salary is between 25000 - 31000 £ per year.
Salary: To £34,000 + bonus + pension + life/health benefits
Office/WFH: Fully office based
Requirements: Previous IFA administration experience
Role Snapshot:
- Preparing annual reviews
- Provider & client liaison
- Helping to prepare suitability reports
- Processing & submitting new business
This office enjoys very low staff turnover and is happy to help develop people towards careers in paraplanning or advising long-term, with study support provided.
The Company/Team:
This role, which is open purely due to business growth, is one of 7-8 Administrators within the office and the team as a whole numbers 15-20 including Paraplanners & Advisors.
The Role:
This IFA Administrator role supports two Advisors, one very established and one relatively new to advising. Key responsibilities include:
- Assisting in preparing annual reviews
- Completing files to meet company compliance standards
- Liaising with providers & clients by telephone/correspondence in relation to new and existing business including Pensions, Investments, Life Cover & Employee Benefits
- Assist in preparing simple suitability reports
- Processing & submitting new business (online + postal applications) and monitoring applications
- Input of adviser fees/commission onto IO, raising invoices
- Processing amendments to existing plans e.g. fund switches
- Personal diary management in Outlook & Intelliflo
Skills / Experience Required:
For this IFA Administrator opening, you must have previous IFA administration experience. A good understanding of MS Office is helpful, as would any previous exposure to Intelligent Office, but that is not essential. Really keen to find people with a ‘can do’ attitude, a team player, good attention to detail. This is a busy, vibrant office, so the ability to multi-task is key and you should also be a car driver.
Additional Information:
The salary for the IFA Administrator post is to £34,000 + bonus, pension, life and health benefits and study support. Please apply below.
IFA Administrator in South Cerney employer: ARCC CONSULTING LIMITED
As a Senior Pensions Analyst at our London office, you will thrive in a dynamic work environment that values collaboration and innovation. We offer a competitive salary, professional study support, and a company pension scheme, ensuring that you have the resources to grow your career while enjoying a flexible work arrangement of two days in the office and three days working from home. Join us to be part of a supportive culture that prioritises employee development and satisfaction, making it an excellent place for meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in South Cerney
✨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 ARCC CONSULTING LIMITED. 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 South Cerney
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 ARCC CONSULTING LIMITED.
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 ARCC CONSULTING LIMITED'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 ARCC CONSULTING LIMITED
✨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 ARCC CONSULTING LIMITED.
✨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 ARCC CONSULTING LIMITED 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 ARCC CONSULTING LIMITED 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.
