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- Tasks: Manage client portfolios, process new business, and prepare for Annual Review meetings.
- Company: Leading Wealth Management firm in Altrincham with a focus on professional development.
- Benefits: Competitive salary, company pension, and bonuses for exam success.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Two years' experience in a similar role and attention to detail.
- Other info: Flexible working options available after training and excellent career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a leading Wealth Management firm in Altrincham and is looking to recruit an IFA Administrator into their Pension & Investment Team. The candidate should have a minimum of two years' experience within this type of role and a very high level of attention to detail, with the ability to work independently managing their own workload of tasks delegated by the Team Manager. Our client supports their staff with professional development, which includes paying a bonus on each exam passed.
Responsibilities
- Day-to-day duties will include processing and submitting new business adhering to the new business workflow.
- Submitting Letters of Authority and collating all of the required plan details for research and analysis.
- Portfolio rebalancing, buying and selling; accurately processing client withdrawals and contributions and monitoring these through to completion.
- Preparing client packs for Annual Review meetings and then completing the work required post meeting.
- Writing basic Suitability Reports.
- Completing research for new business cases, primarily fund and cost analysis.
Qualifications
- Previous experience with the following would be very useful – Intelliflo, AJ Bell, Transact, Royal London, Canada Life International, FE Analytics.
This role is fully office based; however, the option to work flexibly for two days a week would be available for the right candidate after a training period. Additional company benefits are also available following 3 months of permanent service – Company Pension.
IFA Administrator in Altrincham employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Altrincham
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management 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 brushing up on your knowledge of tools like Intelliflo and AJ Bell. Show that you’re not just familiar with them, but that you can talk about how you've used similar systems in your previous roles. Confidence is key!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you ace your job search. Plus, it’s a great way to ensure your application gets seen by the right people. Let’s get you that IFA Administrator position!
We think you need these skills to ace IFA Administrator in Altrincham
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 processing new business and managing client portfolios. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our Pension & Investment Team. Share specific examples of your attention to detail and how you've successfully managed workloads in the past.
Showcase Your Technical Skills: If you’ve got experience with tools like Intelliflo or AJ Bell, make sure to mention it! We love candidates who are familiar with the tech we use, so don’t hold back on showcasing your technical know-how.
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’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Bond Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of the tools mentioned in the job description, like Intelliflo and AJ Bell. Familiarity with these platforms will show that you're ready to hit the ground running.
✨Show Off Your Attention to Detail
Since this role requires a high level of attention to detail, prepare examples from your past work where you demonstrated this skill. Whether it’s catching errors in reports or ensuring compliance with processes, be ready to share specific instances.
✨Prepare for Practical Scenarios
Think about how you would handle day-to-day tasks like processing new business or preparing client packs. Be ready to discuss your approach to these responsibilities and any challenges you’ve faced in similar situations.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the team dynamics or professional development opportunities. This shows your genuine interest in the role and helps you gauge if the company is the right fit for you.
