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For Companies At a Glance
- Tasks: Support the client services team with top-notch administration and client management.
- Company: Join a leading Financial Planning practice in the heart of London, dedicated to world-class service.
- Benefits: Enjoy a dynamic work environment with opportunities for professional development and training.
- Why this job: Be part of a team that values strategic financial planning and client satisfaction.
- Qualifications: 2+ years in financial services, excellent attention to detail, and strong communication skills required.
- Other info: Flexible, driven candidates who thrive under pressure will excel in this role.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
We are currently recruiting for a Financial Planning practice in the City of London who are looking to recruit an IFA Administrator with 2 years+ experience.
The company's purpose is to provide advice to clients on all aspects of personal financial planning and investment management. They have considerable experience and understanding of investment strategy, fund selection, pensions, tax and estate planning, as well as a desire to provide world class service to private clients, charities and trustees.The firm sets itself apart from its competitors by having the following strategic differences:• Bringing together strategic financial planning with global investment advice• Net worth performance reporting• Using fixed fees and hourly rates to eliminate conflicts of interest
Job Purpose
• To provide first class administration to the client services team• To support the firm in delivering high quality, independent advice to clients
Job responsibilities
- Gathering data and preparing client valuations each month
- Liaising with product providers to obtain plan information, illustrations, and other details, as required for new clients and existing
- Scheduling annual and half-yearly client reviews and supporting team to gather information for the reports
- Liaising with implementation team, and product providers, to monitor and progress client transfers and post transaction reporting
- Ensuring client management system is kept up to date by inputting client data into back-office system (currently Xplan)
- Ensuring client files are up to date, complete and tidy (and include current AML documentation)
- Assisting with the preparation of client’s tax packs (obtaining and checking Consolidated Tax Certificates from providers, checking Capital Gains Tax on disposals, gathering pension tax information for income received, and checking accumulation income)
- Completing the Client Take on process (relevant information about the Client is input onto Xplan, ID3 Global checks are completed, and Letters of Authority are produced and dispatched to relevant companies)
- Ensuring reports are bound and dispatched to clients in a timely manner
- Managing the team diary for client and prospect meetings and supporting meeting preparation as required
- Acquiring knowledge of business procedures and ensuring regulatory compliance by adhering to company procedures
- Gaining an understanding of and adhering to the ethos, culture, and purpose of the company
- Undertake appropriate professional development and training
The ideal candidate will have financial services experience and the competencies listedbelow:
• Excellent attention to detail• Highly organised, methodical, disciplined• Able to prioritise• Proactive approach• Able to work under pressure and to tight timescales• Team player and able to work under own initiative• Enquiring mindset• Flexible, driven and determined• Excellent communication skills• Business and commercial awareness• IT Skills (Outlook, Word, Excel)
IFA Administrator employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, particularly Xplan. Having hands-on experience or even completing a short course on this platform can give you a significant edge during the interview.
✨Tip Number 2
Research the company’s ethos and culture thoroughly. Understanding their approach to financial planning and client service will allow you to tailor your responses in interviews and demonstrate that you align with their values.
✨Tip Number 3
Prepare examples from your previous work experience that showcase your attention to detail and organisational skills. Be ready to discuss how you've successfully managed multiple tasks under pressure, as this is crucial for the IFA Administrator role.
✨Tip Number 4
Network with professionals in the financial services sector, especially those who have worked in similar roles. They can provide insights into the company and the industry, which can be invaluable during your application process.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services, particularly any roles that involved administration or client support. Emphasise your attention to detail and organisational skills, as these are crucial for the IFA Administrator position.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your 2+ years of experience and how it aligns with the responsibilities listed, such as liaising with product providers and managing client data. Show enthusiasm for the company's ethos and commitment to high-quality service.
Highlight Relevant Skills: In your application, clearly outline your skills that match the job requirements, such as proficiency in IT tools like Outlook, Word, and Excel. Discuss your ability to work under pressure and your proactive approach to problem-solving, which are essential for this role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is vital for an IFA Administrator. Consider asking a friend or colleague to review it as well.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Experience
Make sure to highlight your 2+ years of experience in financial services during the interview. Be prepared to discuss specific examples of how you've successfully managed client data, liaised with product providers, and supported client reviews.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, be ready to provide examples of how you've maintained meticulous records and ensured compliance with regulations. This will show that you understand the significance of detail in financial administration.
✨Exhibit Organisational Skills
The role requires a highly organised individual. Discuss your methods for prioritising tasks and managing time effectively, especially when working under pressure or tight deadlines. This will demonstrate your ability to thrive in a fast-paced environment.
✨Communicate Effectively
Strong communication skills are essential for this position. Practice articulating your thoughts clearly and concisely, and be prepared to discuss how you've successfully collaborated with team members and clients in the past.
