At a Glance
- Tasks: Join our team to manage client relationships and support financial planning processes.
- Company: Dynamic financial planning firm with a modern approach and exciting growth plans.
- Benefits: Competitive salary, 23 days holiday, pension contributions, and study support.
- Other info: Great opportunity for career advancement in a supportive environment.
- Why this job: Be part of a growing team making a real impact in financial services.
- Qualifications: 2 years in business support, strong communication skills, and financial knowledge.
The predicted salary is between 18400 - 21600 £ per year.
Our client was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth individuals and the employee benefit market. They now manage over £250m of assets for clients and were awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism. They have exciting growth plans over the next 5 years and want to expand its highly valued Client Services team to support its team of client-facing advisers.
Job purpose: Candidates will be responsible for the processing of new business, proactive ongoing client management, servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. This must be done in such a way as to ensure that the firm's client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management and operational effectiveness.
Key responsibilities and accountabilities:
- Responsible for administration within the IFA Client Services Team and providing support to the Paraplanners within the team.
- Receiving and acting on instructions from advisers and paraplanners following client meetings.
- Maintaining accurate records using our internal back office system.
- Creating and producing letters, reports and invoices.
- Carrying out all tasks in a manner consistent including processing new business in line with compliance procedures.
- Obtaining illustrations and product information from providers.
- Liaising with clients and product providers on outstanding documents and queries.
- Preparation of existing client valuations/files ready for reviews.
- Process of new business.
- Ensuring all client files are compliant on an ongoing basis.
Relevant Skills and Experience:
- At least 2 years experience working in a Business Support role, for a financial planning organisation.
- Experience of using computer-based management systems including Wrap/Platforms.
- Computer literate, conscientious and have a good attention to detail.
- Clear understanding of the financial planning process.
- Excellent communication skills, both written and verbal.
- Able to work within defined business processes.
- Ability to achieve agreed outcomes without supervision.
- Prioritise own workload, and the workload of the Business Support team.
- Ability to multi-task and prioritise effectively and assist in ad-hoc projects when required.
- A good working knowledge of protection, pensions and investment products.
- Proficient in using MS Excel, Outlook, Word and Intelligent Office.
Qualifications: Good level of Investment and Pension knowledge.
Personality: Self-driven, results-oriented with a positive outlook. A natural forward planner who critically assesses own performance. Good understanding of compliance issues. Reliable, tolerant, and determined. Keen for new experience, responsibility and accountability. Able to get on with others and be a team player.
Salary/Benefits: Competitive salary based on experience and qualifications (c£23,000 - c£27,000), 23 days holiday, Employer Pension Contributions, Financial support to encourage study for further advancement within the business.
IFA Administrator in Knutsford employer: Bond Recruitment Ltd
As an IFA Administrator at our client, you will join a forward-thinking financial planning firm that values professionalism and high standards, as evidenced by their Chartered status. With a commitment to employee growth, the company offers competitive salaries, generous holiday allowances, and financial support for further studies, fostering a collaborative work culture where your contributions are recognised and rewarded. Located in a dynamic environment, this role provides the opportunity to engage directly with clients and enhance your skills within a supportive team dedicated to excellence in client service.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Knutsford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the company you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of investment and pension products. Show them you’re not just a candidate, but someone who understands their business and can hit the ground running.
✨Tip Number 3
When you get that interview, don’t just talk about your skills—share specific examples of how you've successfully managed client relationships or tackled compliance issues in the past. It’s all about showing you can deliver!
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining their team and ready to contribute to their exciting growth plans.
We think you need these skills to ace IFA Administrator in Knutsford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in business support, especially in financial planning, to show us you’re the right fit for our Client Services team.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your background aligns with our values. Don’t forget to mention your attention to detail and communication skills!
Showcase Relevant Experience:When detailing your experience, focus on tasks that relate to the responsibilities listed in the job description. If you've worked with wrap/platform systems or have knowledge of investment products, make sure to highlight that!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Bond Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning processes, especially around protection, pensions, and investment products. Being able to discuss these topics confidently will show that you're serious about the role and understand what it entails.
✨Show Off Your Skills
Highlight your experience with computer-based management systems, particularly Wrap/Platforms. Be ready to give examples of how you've used MS Excel, Outlook, and Word in previous roles, as this will demonstrate your technical proficiency and attention to detail.
✨Communication is Key
Since the role involves liaising with clients and product providers, practice your communication skills. Prepare to discuss how you've effectively managed client relationships in the past, and be ready to showcase your written communication abilities through examples of letters or reports you've created.
✨Be a Team Player
Emphasise your ability to work within a team and support others, especially paraplanners. Share experiences where you've successfully collaborated on projects or helped colleagues meet their goals, as this will highlight your reliability and commitment to teamwork.
