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- Tasks: Join a dynamic team managing client portfolios and processing new business.
- Company: Leading Wealth Management firm in Altrincham with a focus on professional development.
- Benefits: Competitive salary, flexible working options, and bonuses for exam success.
- Why this job: Make a real impact in financial planning while growing your career.
- Qualifications: Minimum two years of IFA administration experience and strong attention to detail.
- Other info: Enjoy 24 days holiday and additional benefits after three months.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a leading Wealth Management firm in Altrincham, is looking to recruit an IFA Administrator into their Pension Investment Team. Candidates applying should have a minimum of two years' experience within this type of role and have a very high level of attention to detail along with the ability to work independently managing their own workload of tasks delegated by the Team Manager. Our client supports their staff with their professional development which includes paying a bonus on each exam passed.
Requirements:
- 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.
- Meeting and greeting clients, answering and dealing with incoming enquiries.
- Portfolio rebalancing, buying and selling.
- Accurately processing client withdrawals and contributions and monitoring these through to completion.
- Preparing clients 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.
Previous experience with the following would be very useful:
- Intelliflo
- A J Bell
- Transact
- Royal London
- Canada Life International
- FE Analytics
Benefits:
- 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.
- Full time: Monday – Friday.
- 24 days holiday.
- Salary is subject to experience plus team bonus.
- Additional company benefits are also available following 3 months permanent service – Company Pension, Income Protection - 75% of salary, payable after a 13-week deferred period, Group life cover (death in service) - 4x salary.
Requirements:
- Independent Financial Advice
- Suitability Reports
- Financial Planning
- Pensions
- Investments
- IFA Administration
Ifa Administrator in Leicester employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Ifa Administrator in Leicester
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and wealth management sectors. You never know who might have a lead on an IFA Administrator role or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of the tools mentioned in the job description, like Intelliflo and A J Bell. Show us that you're not just familiar with them but can also discuss how you've used them effectively in past roles.
✨Tip Number 3
Practice your client interaction skills! Since meeting and greeting clients is part of the gig, consider doing mock interviews or role-plays with friends to get comfortable with those scenarios.
✨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 that extra step!
We think you need these skills to ace Ifa Administrator in Leicester
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 client interactions. We want to see how your skills match what we're looking for!
Showcase Attention to Detail: Since attention to detail is key for this role, include examples in your application that demonstrate your ability to manage tasks accurately. We love candidates who can show us they’ve got this covered!
Be Professional Yet Personable: When writing your cover letter, strike a balance between professionalism and a friendly tone. We appreciate candidates who can connect with clients while maintaining a professional demeanour.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Bond Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of IFA administration and the specific tools mentioned in the job description, like Intelliflo and A J Bell. Being able to discuss your experience with these systems 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 processing client withdrawals or preparing client packs, be ready to share how you ensured accuracy in your tasks.
✨Practice Client Interactions
You'll be meeting and greeting clients, so practice how you would handle common enquiries. Think about how you can make clients feel welcome and valued, as well as how to communicate complex information clearly and concisely.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to professional development and the team dynamics. This shows that you’re genuinely interested in the role and want to understand how you can contribute to the team’s success.
