At a Glance
- Tasks: Support financial advisers with admin tasks, client communication, and compliance monitoring.
- Company: Join a growing financial planning team in Cheadle, Cheshire.
- Benefits: Competitive salary plus benefits, with opportunities for professional growth.
- Other info: Ideal for those living within commuting distance of Cheadle.
- Why this job: Make a difference in clients' financial journeys while developing your skills.
- Qualifications: Must have proven IFA Administrator experience and understanding of FCA compliance.
The predicted salary is between 26550 - 32450 £ per year.
Our client is seeking to recruit an experienced IFA / Financial Planning Administrator to join their growing team. Please note IFA Admin experience is essential, candidates without experience will not be considered.
IFA ADMINISTRATOR DUTIES
- Carrying out general administrative duties for the team
- Drafting letters to clients and product providers
- Liaising with clients and third parties
ADVISER REMUNERATION ADMINISTRATION
- Matching Adviser remuneration income matching with support
- Collating and storing statements
- Investigating discrepancies
- Liaising with providers and internal departments to resolve queries
CLIENT & PROVIDER SUPPORT
- Managing the Letter of Authority (LOA) process
- Chasing providers for outstanding information
- Forwarding completed information to Advisers
- Assist with new business processing and onboarding
- Conducting ID checks, updating new business registers
COMPLIANCE
- Assist with compliance monitoring
- Liaise with external partners
- GDPR
IFA ADMINISTRATOR REQUIREMENTS
- Proven IFA Administrator experience this is essential
- An understanding of FCA compliance
- Experience of LOAs
- Letter of Authority
- You must live within a sensible commuting distance of Cheadle, Cheshire
IFA Administrator in Cheadle Hulme employer: Barlow Wood Ltd
Join a dynamic and expanding Accountancy Practice that values work-life balance, offering remote working options and flexible hours tailored to your lifestyle. With a strong emphasis on professional development, you'll have ample opportunities for growth while working alongside a supportive team dedicated to excellence in client service. Experience the unique advantage of being part of a forward-thinking firm that prioritises both employee satisfaction and client success.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Cheadle Hulme
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Barlow Wood Ltd. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Barlow Wood Ltd.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Barlow Wood Ltd. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace IFA Administrator in Cheadle Hulme
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Barlow Wood Ltd and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Barlow Wood Ltd how you can be a team player!
How to prepare for a job interview at Barlow Wood Ltd
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Barlow Wood Ltd.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Barlow Wood Ltd's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
