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- Tasks: Join our Pension Investment Team and manage client portfolios with precision.
- Company: Leading Wealth Management firm in Altrincham with a focus on professional growth.
- Benefits: Competitive salary, team bonuses, flexible working options, and generous holiday allowance.
- Why this job: Make a real impact in wealth management while developing your skills and career.
- Qualifications: Minimum two years experience in a similar role with strong attention to detail.
- Other info: Opportunity for professional development and additional company 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.
Ifa Administrator in Stretford employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Ifa Administrator in Stretford
✨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 pension investments and client management. We recommend practising common interview questions and even role-playing with a friend to boost your confidence before the big day.
✨Tip Number 3
Showcase your attention to detail! During interviews, share specific examples of how you've successfully managed tasks independently and ensured accuracy in your previous roles. This will demonstrate that you're the perfect fit for the IFA Administrator position.
✨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 are proactive about their job search!
We think you need these skills to ace Ifa Administrator in Stretford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your relevant experience, especially those two years in a similar position, and showcase your attention to detail. We want to see how you can bring value to our Pension Investment Team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your ability to manage your workload independently and any specific experiences that relate to the tasks listed in the job description.
Showcase Your Skills: Don’t forget to highlight your skills with tools like Intelliflo, A J Bell, and others mentioned in the job description. If you've got experience with these, let us know! It’ll make your application stand out.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and keep track of it. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Bond Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pension investments and the specific tools mentioned in the job description, like Intelliflo and A J Bell. Being able to discuss these confidently will show that you're not just a good fit but also genuinely interested in the role.
✨Showcase Your Attention to Detail
Since this role requires a high level of attention to detail, prepare examples from your past experience where you've demonstrated this skill. Whether it’s processing client withdrawals or preparing client packs, having specific instances ready will help you stand out.
✨Practice Client Interactions
You'll be meeting and greeting clients, so practice how you would handle various scenarios. Think about how you would answer common enquiries or explain complex information simply. This will help you come across as approachable and professional during the interview.
✨Ask Smart Questions
Prepare thoughtful questions about the team dynamics, training opportunities, and how success is measured in the role. This shows that you’re not only interested in the position but also in how you can grow within the company.
