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- Tasks: Support financial advisers and manage client enquiries with top-notch customer service.
- Company: Join a dynamic financial planning practice in Milton Keynes.
- Benefits: Competitive salary, career development, and a supportive team environment.
- Why this job: Be part of a team that makes a real difference in clients' financial journeys.
- Qualifications: 2+ years in the industry and strong communication skills.
- Other info: Flexible work environment with opportunities for growth and learning.
The predicted salary is between 36000 - 60000 £ per year.
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IFA Administrator – Milton Keynes, Milton Keynes
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Client:
Blakemore Recruitment
Location:
Milton Keynes, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
e578474150e2
Job Views:
5
Posted:
05.07.2025
Expiry Date:
19.08.2025
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Job Description:
We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking to recruit an IFA Administrator.
Key Responsibilities:-
- New business processing
- Deal with client enquiries and deliver a high level of customer service to ensure that queries areactioned promptly and correctly
- Involvement in pension transfer work and drawdown related matters
- Deal with adviser queries
- Data input onto client database
- Group scheme research, quotations, renewal letters
- Prepare regular client valuations
- Complete LOA policy questionnaires, particularly for pension related matters
- General office duties as support when required
- Adhere to company procedures
- Ensure all work conducted within a timely, compliant manner and to the firms standards
Systems:-
- Competent with:- Outlook, Word, Excel to intermediate level
- Ideally competent with Intelligent Office (back office system) or similar
- Working knowledge of platforms ideally:- Quilter, Aviva, Ascentric and Aegon ARC
- Working knowledge of IRESS desirable but not essential
Personal Specification:-
- 2+years industry experience
- Confident, lateral thinker
- Ability to communicate at all levels, organised, effective time management, ability to prioritiseworkload, apply a logical approach to requests, be adaptable and flexible in their approach
- Industry qualifications preferred but not essential
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IFA Administrator - Milton Keynes employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator - Milton Keynes
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, especially those who might know about opportunities at firms like the one in Milton Keynes. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pension transfers and client management. We recommend practising common interview questions related to the role of an IFA Administrator so you can showcase your skills confidently.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
✨Tip Number 4
Apply through our website for the best chance of landing that IFA Administrator role. We’re always looking for passionate individuals, and applying directly can help us see your application faster!
We think you need these skills to ace IFA Administrator - Milton Keynes
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your relevant experience, especially in financial planning and customer service, to show us you’re the perfect fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you want to join our Financial Planning practice and how your skills align with the responsibilities listed in the job description.
Showcase Your Skills: Don’t forget to mention your proficiency in Outlook, Word, and Excel. If you have experience with Intelligent Office or any platforms like Quilter or Aviva, make sure to include that too – we love seeing those skills!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on the key responsibilities listed in the job description. Familiarise yourself with new business processing, client enquiries, and pension transfer work. Being able to discuss these topics confidently will show that you're serious about the role.
✨Showcase Your Skills
Highlight your experience with Outlook, Word, and Excel during the interview. If you've worked with Intelligent Office or similar systems, be ready to share specific examples of how you've used them effectively in past roles. This will demonstrate your technical competence.
✨Customer Service is Key
Since the role involves dealing with client enquiries, prepare to discuss how you've delivered excellent customer service in previous positions. Share anecdotes that showcase your ability to handle queries promptly and effectively, as this is crucial for the IFA Administrator role.
✨Be Organised and Adaptable
The job requires effective time management and the ability to prioritise workload. Think of examples where you've successfully managed multiple tasks or adapted to changing situations. This will illustrate your organisational skills and flexibility, which are essential for success in this position.
