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- Tasks: Support financial advisers and ensure exceptional client service in a dynamic environment.
- Company: Respected Chartered Financial Planning firm with a values-driven culture.
- Benefits: Competitive salary, hybrid working, and opportunities for career progression.
- Why this job: Be at the heart of a well-run advice business and make a real impact.
- Qualifications: Experience in financial planning or wealth management and strong organisational skills.
- Other info: Join a supportive team with room to grow and thrive.
The predicted salary is between 36000 - 60000 £ per year.
Location: Hybrid – Newbury office 1–2 days per week, remainder remote
Full-time | Competitive salary + benefits
Are you an organised and proactive administrator with experience in financial planning or wealth management? We’re supporting a respected Chartered Financial Planning firm in Newbury that is looking for a dedicated Financial Planning Administrator to join their growing team. This position plays a vital role in ensuring exceptional client service, efficient adviser support, and smooth day-to-day operational processes. If you thrive in a professional, client-focused environment and enjoy being at the heart of a well-run advice business, this could be a fantastic next step in your career.
Key Responsibilities
- Preparing Recommendations
- Liaise with clients to schedule and confirm meetings
- Produce and distribute compliant meeting packs
- Check packs and chase missing documentation (LOAs, applications, etc.)
- Maintain accurate client information and notes in Intelliflo (IO)
- Provide required information to Paraplanners
- Implementing Recommendations
- Track and follow up on advice implementation
- Keep clients proactively informed on progress
- Use internal systems and dashboards to monitor workflow
- General Administration
- Act as a first point of contact for client queries
- Scan and distribute post to relevant team members
- Provide accurate data entry and administrative support
- Support smooth running of client services and compliance processes
What We’re Looking For
- Experience within an IFA, financial planning, or wealth management environment
- Strong organisational skills and exceptional attention to detail
- Ability to manage multiple tasks and prioritise effectively
- Excellent written and verbal communication skills
- A proactive, professional, and client-centric approach
- Familiarity with financial planning software (Intelliflo IO desirable)
Why This Role?
- Join a values-driven, Chartered firm committed to excellence
- Hybrid working structure supporting work-life balance
- Opportunities for progression within a growing business
- Contribute directly to exceptional client experiences
- Supportive, collaborative team culture with room to grow
IFA Administrator - Newbury employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator - Newbury
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning or wealth management sectors. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want you to show how your skills align with their mission, especially in client service and operational efficiency.
✨Tip Number 3
Practice your communication skills! Whether it’s verbal or written, being clear and professional is key. You’ll be the first point of contact for clients, so let’s make a great impression!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace IFA Administrator - Newbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial planning or wealth management, and don’t forget to showcase your organisational skills and attention to detail. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your proactive, client-centric approach aligns with our values. Keep it professional but let your personality come through – we love to see genuine enthusiasm!
Showcase Relevant Experience: In your application, be sure to highlight any relevant experience you have with financial planning software like Intelliflo. If you've managed multiple tasks or provided exceptional client service in the past, share those examples with us – they’ll make you stand out!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to submit all your documents in one go. Plus, it shows us you’re serious about joining our team!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and wealth management. Familiarise yourself with key terms and concepts, as well as the specific services offered by the firm. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise effectively and maintain attention to detail, as these are crucial for the position.
✨Practice Your Communication
Excellent written and verbal communication skills are a must. Consider practising common interview questions with a friend or family member. Focus on articulating your thoughts clearly and concisely, especially when discussing client interactions or administrative processes.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of the interview. This could be about the firm's approach to client service or opportunities for progression within the company. Asking insightful questions shows that you're engaged and serious about the role, which can leave a positive impression.
