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- Tasks: Support financial planners by processing client data and preparing documentation.
- Company: Leading wealth management firm redefining financial advice since 2016.
- Benefits: Competitive salary, full training support, and a collaborative learning environment.
- Why this job: Join a dynamic team making a real difference in clients' financial futures.
- Qualifications: Two years of admin experience in financial planning; tech-savvy with CRM systems.
- Other info: Great career growth opportunities in a supportive and innovative workplace.
The predicted salary is between 27000 - 30000 £ per year.
Knutsford, United Kingdom | Posted on 05/02/2026
Salary - £27,000 - £30,000 based on experience
Location – WA16
Our client is redefining what it means to be a leader in wealth management and financial advice. Since their founding in 2016, they have been on a mission to help individuals across the UK navigate their financial futures with confidence, advising on over £1 billion of pensions. They are currently recruiting an experienced Adviser Support Administrator/ Financial Planning Administrator to join their growing team based at their head office in Knutsford, Cheshire.
The successful candidate will have the opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company. You will have the opportunity to be part of a team delivering truly great financial planning advice to their interesting and varied range of clients, working closely with all the financial planners and paraplanners.
Requirements- Administration experience in a financial planning company for at least two years.
- Experience in processing authority letters and gathering data about a client's investments, pensions and life assurance policies.
- Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.
- Financial administration qualifications would be advantageous.
- Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment platforms.
- Processing authority letters, gathering financial data for new clients and annual reviews.
- Preparing application forms and client documentation.
- Processing financial transactions on platforms.
- Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
- Dealing with the post, emails and any correspondence relating to clients or their financial situation.
- Providing administrative support to the financial planners and paraplanners as required.
- Supporting clients with administrative queries and communication as required.
IFA Administrator in Knutsford employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
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, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want you to show them that you’re not just another candidate; you’re genuinely interested in their mission of helping clients navigate their financial futures. Tailor your answers to reflect how you can contribute to their goals.
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. This will help you feel more confident and articulate when discussing your experience in financial administration and how it relates to the role of an IFA Administrator.
✨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 engage directly with us. Let’s get you on board!
We think you need these skills to ace IFA Administrator in Knutsford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your relevant experience in financial administration and any specific 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 financial planning and how your background makes you a great fit for our supportive environment. Let us know what excites you about joining our team!
Showcase Your Tech Savvy: Since the role involves using various technologies and systems, be sure to mention your experience with CRM and project management tools. We love candidates who are comfortable with tech, so don’t hold back on sharing your skills!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at Bond Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning and administration. Understand the basics of investments, pensions, and insurance policies, as well as any relevant regulations. This will help you answer questions confidently and show that you're serious about the role.
✨Showcase Your Tech Skills
Since the job involves using various technology and systems, be prepared to discuss your experience with CRM and project management tools. If you've used specific investment platforms, mention them! Demonstrating your comfort with technology can set you apart from other candidates.
✨Prepare for Scenario Questions
Expect to face scenario-based questions during the interview. Think about how you would handle processing authority letters or gathering financial data for clients. Practising these scenarios can help you articulate your thought process and problem-solving skills effectively.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the company’s approach to client relationships, or opportunities for professional development. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
