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- Tasks: Provide top-notch admin support to Financial Planners and manage client records.
- Company: Join a respected and growing wealth management firm in Norwich.
- Benefits: Competitive salary, supportive team, and professional development opportunities.
- Why this job: Be part of a dynamic team making a real difference in clients' financial journeys.
- Qualifications: At least two years’ experience in financial services administration required.
- Other info: Enjoy a professional environment with great career growth potential.
The predicted salary is between 25000 - 29000 £ per year.
Salary: £25,000 – £29,000 (negotiable depending on knowledge, skills, experience qualifications)
Hours: 37.5 hours per week, Monday – Friday 08:30 – 17:00 (1 hour lunch)
We are currently working with a highly regarded and growing wealth management firm to recruit an experienced IFA Administrator to join their Norwich office. This is an excellent opportunity for someone with at least two years’ experience within financial services administration who is looking to join a professional and supportive client services team.
The Role
Reporting to the Head of Client Services, you will provide dedicated administrative support to designated Financial Planners, helping them deliver holistic financial planning advice while ensuring all client servicing is handled accurately and efficiently.
Key Responsibilities:
- Providing high-quality administrative support to Financial Planners
- Maintaining accurate and up-to-date client records using iO systems
- Acting as a key point of contact for clients when Financial Planners are unavailable
- Handling enquiries, logging queries, and managing effective follow-ups
- Liaising with clients, introducers, and platform providers
- Assisting with the administration of more complex client cases
IFA Administrator in Norfolk employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Norfolk
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them that you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their client services team.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to your experience in financial services administration. We want you to feel confident and ready to showcase your skills when it counts!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace IFA Administrator in Norfolk
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial services administration and any relevant skills that match the job description. 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 the role and how your background makes you a perfect fit. We love seeing enthusiasm and a personal touch, so don’t hold back!
Showcase Your Attention to Detail: As an IFA Administrator, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves, so double-check everything before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be on your way!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services administration. Familiarise yourself with the iO systems mentioned in the job description, as well as any relevant regulations or practices. This will show that you're not just a good fit for the role, but that you're genuinely interested in the industry.
✨Showcase Your Experience
Since they’re looking for someone with at least two years’ experience, be ready to discuss specific examples from your past roles. Highlight how you've provided administrative support to Financial Planners and any complex cases you've managed. This will help demonstrate your capability and readiness for the position.
✨Client Communication is Key
As you'll be acting as a point of contact for clients, it’s crucial to convey your communication skills. Prepare to discuss how you've handled client enquiries and follow-ups in the past. Use examples that showcase your ability to maintain professionalism and efficiency under pressure.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, team dynamics, and the specific challenges the client services team faces. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.