At a Glance
- Tasks: Be the go-to person for clients and support financial advisers with essential admin tasks.
- Company: Join a well-established financial planning business with a client-focused approach.
- Benefits: Competitive salary, flexible working options, and long-term stability.
- Other info: Opportunity to work in a supportive team with potential for career advancement.
- Why this job: Make a real impact in a professional environment while growing your career.
- Qualifications: Strong organisational skills and confidence in client communication.
The predicted salary is between 30000 - 36000 £ per year.
We are seeking an experienced Financial Planning Admin to join a well-established financial planning business. This is a varied, central role combining client interaction, technical administration, and operational support.
The Role
- Acting as the first point of contact for clients, including calls and front-of-house support
- Preparing client meeting packs, regulatory documents, and portfolio reports
- Managing Letters of Authority and liaising with providers for information
- Supporting advisers with research using industry platforms and tools
- Processing applications, withdrawals, and transactions across investment platforms
- Maintaining accurate client records and updating systems throughout the advice process
- Chasing providers and managing workflows to ensure timely completion of cases
- Handling sensitive documentation including identification and policy paperwork
- Supporting business reporting, including income tracking and client servicing activity
- Managing post, correspondence, and general office organisation
About You
- Highly organised with strong attention to detail
- Confident communicating with clients face-to-face and over the phone
- Able to manage multiple tasks in a structured, regulated environment
- Proactive and able to work independently as well as part of a team
Experience (desirable)
- Previous experience within financial services or an IFA environment
- Familiarity with industry platforms and provider systems
- Progress towards CII qualifications (advantageous)
Working Arrangements
- Office-based preferred due to client-facing nature
- Flexible options available including hybrid working (1 day WFH) or a 4-day week
Why Apply?
This is a varied and responsible role within a professional, client-focused environment, offering long-term stability and the opportunity to become an integral part of a growing team. If this sounds like the right opportunity for you, please contact Josie today!
IFA Administrator employer: Artemis Recruitment Consultants Ltd
Join a well-established financial planning business in Burnham-on-Sea, where you will thrive in a professional and client-focused environment. With a commitment to employee growth, we offer flexible working arrangements, including hybrid options, and the chance to develop your skills within a supportive team. Enjoy long-term stability and the opportunity to make a meaningful impact as an integral part of our growing organisation.
Contact Details:
Artemis Recruitment Consultants Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator
✨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 Artemis Recruitment Consultants Ltd. 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
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 Artemis Recruitment Consultants Ltd.
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 Artemis Recruitment Consultants Ltd'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 Artemis Recruitment Consultants Ltd
✨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 Artemis Recruitment Consultants Ltd.
✨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 Artemis Recruitment Consultants Ltd 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 Artemis Recruitment Consultants Ltd 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.
