At a Glance
- Tasks: Support financial advisers and manage client communications in a dynamic environment.
- Company: Established Chartered Independent Financial Advisory practice with over 40 years of experience.
- Benefits: Generous holiday, pension scheme, annual bonus, and support for professional development.
- Other info: Opportunity for career growth and to gain valuable industry qualifications.
- Why this job: Join a team focused on ethical financial planning and make a real difference for clients.
- Qualifications: Experience in the financial advice industry and strong organisational skills required.
The predicted salary is between 30000 - 40000 £ per year.
Our client is a long-established Chartered Independent Financial Advisory practice based in Chester, with over 40 years of experience. Their focus is on delivering thoughtful, ethical financial planning with the client’s best interests at the core of everything they do. They are currently recruiting an experienced IFA Administrator to join their busy team.
Main Duties:
- Liaising with and supporting the advisers and paraplanners
- Administering new business for investments, pensions and protection
- Updating systems, preparing valuations and annual review documentation
- Communicating with existing and prospective clients and providers by phone, email and post
- Logging cheques and policy documents
- Answering the telephone
- Processing new business applications
- Chasing outstanding items
- Dealing with client queries
- Updating and producing client valuations
- Preparing client files for meetings
- Researching performance of investment funds
- Typing letters and reports
- Photocopying
- Obtaining quotes and documentation e.g. key features documents, filling in application forms and maintaining orderly files
This list is not exhaustive and personnel may be asked to undertake any other reasonable task at the discretion of the management.
Experience:
- Knowledge of the financial advice industry
- Experience of Wrap Platforms is highly advantageous
- Knowledge of Xplan and FE Analytics is desirable
- Good written and oral communication skills
- Excellent organisational skills
- Knowledge of Microsoft Office
- Good audio/touch typing skills
- Ability to work to deadlines
- Ability to work under pressure
- Teamwork and co-operation
- Integrity
- Confidentiality
- Flexibility
Soft Skills:
- Smart, enthusiastic, hardworking and good at multitasking
- High standards, attention to detail, be able to use your own initiative and be a relaxed team player
Benefits:
- 21 days holiday entitlement, plus bank holidays, increasing by 1 day per year up to 26 days
- Company pension
- Annual discretionary bonus
- Cycle to Work scheme
- Cestrian encourages and supports undertaking CII examinations and other professional development
IFA Administrator in Birkenhead employer: Bond Recruitment
Join a well-respected Chartered Independent Financial Advisory practice in Chester, where your contributions will directly support ethical financial planning and client satisfaction. With a strong commitment to employee development, including support for CII examinations, and a generous holiday entitlement that increases with service, this company fosters a collaborative and dynamic work culture that values integrity and teamwork. Experience the benefits of working in a supportive environment that prioritises both professional growth and work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Birkenhead
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Attend industry events or join online forums where you can meet people who might know about job openings. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their focus on ethical financial planning. Be ready to discuss how your skills align with their mission. Practice common interview questions to boost your confidence.
✨Tip Number 3
Show off your skills! If you have experience with Wrap Platforms or tools like Xplan and FE Analytics, make sure to highlight that in conversations. Bring examples of how you've used these tools effectively in past roles.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace IFA Administrator in Birkenhead
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in the financial advice industry and any relevant skills, like using Wrap Platforms or Xplan. 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 financial planning and how your skills align with our values. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills:Since you'll be liaising with clients and advisers, it's crucial to demonstrate your written communication skills. Make sure your application is clear, professional, and free of typos. We appreciate attention to detail!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest 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 financial advice industry. Familiarise yourself with key terms, processes, and the specific services the company offers. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Skills
Highlight your experience with Wrap Platforms, Xplan, and FE Analytics during the interview. Be ready to discuss how you've used these tools in previous roles. If you have examples of how your organisational skills or attention to detail made a difference, share those stories!
✨Practice Communication
Since the role involves a lot of communication with clients and advisers, practice articulating your thoughts clearly. You might want to do a mock interview with a friend or family member to get comfortable with discussing your experiences and answering common interview questions.
✨Be a Team Player
Emphasise your ability to work well in a team and your flexibility. Share examples of how you've collaborated with others in past roles, especially in high-pressure situations. This will demonstrate that you can fit into their busy team environment seamlessly.
