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- Tasks: Support financial advisers with client meetings and manage pre-sale and post-sale admin tasks.
- Company: Join a boutique Wealth Management firm focused on delivering high-quality financial advice.
- Benefits: Opportunities for career progression into Paraplanner or Senior Administrator roles.
- Why this job: Gain hands-on experience in finance while contributing to meaningful client outcomes.
- Qualifications: No specific qualifications required; just a passion for finance and helping others.
- Other info: Work in a supportive environment with potential for growth and learning.
The predicted salary is between 28800 - 43200 £ per year.
We are currently recruiting for a boutique Wealth Management firm in North Leigh who are looking to recruit a Financial Planning Administrator Job Overview To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible. The opportunity for progression into a Paraplanner or Senior Administrator role in the future. Responsibilities and Duties Presale administration completed, adding clients’ information to intelligent office database, Creating and updating Wealth Report Prepare and gather information e.g. LOAs and Policy information checklists Meeting prep undertaken and presented to adviser ready for client meetings. Basic report writing, to include Fund Switches, Reviews, New money etc Basic research undertaken, using FE, Defaqto, Cashcalc, etc New Business and Review Case administration, submission of applications to providers, online and complete manual application forms, ensure case is in force as soon as possible. Prepare and maintain client files, including meeting compliance standards Assist specialist paraplanner with investment strategy administration where required. Assist with gener…
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
Familiarize yourself with the tools and software commonly used in financial planning, such as intelligent office databases and research platforms like FE and Defaqto. This knowledge will not only help you stand out but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Gain a solid understanding of the financial planning process, especially the pre-sale and post-sale administration tasks. Being able to discuss these processes confidently during an interview will show that you are proactive and well-prepared for the role.
✨Tip Number 3
Network with professionals in the wealth management industry. Attend relevant events or join online forums where you can connect with advisers and paraplanners. This can provide valuable insights and potentially lead to referrals for job opportunities.
✨Tip Number 4
Prepare to discuss your organizational skills and attention to detail, as these are crucial for managing client files and ensuring compliance standards are met. Have specific examples ready to illustrate how you've successfully handled similar responsibilities in the past.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the IFA Administrator position. Understand the responsibilities and duties, as well as the skills required, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial planning or administration. Mention specific tasks you've handled that align with the responsibilities listed in the job description.
Showcase Your Skills: Demonstrate your proficiency in using financial software and databases, as well as your ability to conduct research and prepare reports. Provide examples of how you've successfully managed client information and supported advisers in the past.
Craft a Strong Cover Letter: Write a personalized cover letter that explains why you're interested in the IFA Administrator role and how your background makes you a great fit. Be sure to mention your enthusiasm for the opportunity to progress into a Paraplanner or Senior Administrator role.
How to prepare for a job interview at Blakemore Recruitment
✨Know the Company
Make sure to research the boutique Wealth Management firm thoroughly. Understand their values, services, and the specific role of an IFA Administrator within their team. This will help you tailor your answers and show genuine interest.
✨Demonstrate Your Organizational Skills
Since the role involves managing pre-sale and post-sale administration, be prepared to discuss your organizational strategies. Share examples of how you've successfully managed multiple tasks or projects in the past.
✨Prepare for Technical Questions
Expect questions related to financial planning tools and software, such as intelligent office databases and report writing. Brush up on your knowledge of these tools and be ready to explain how you've used them in previous roles.
✨Show Your Team Spirit
The position requires collaboration with advisers and paraplanners. Be ready to share experiences where you worked effectively in a team setting, highlighting your communication skills and ability to support others.
