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- Tasks: Provide top-notch admin support in a dynamic financial environment.
- Company: Join a rapidly expanding national IFA brand in Warrington.
- Benefits: Enjoy 25 days holiday, birthday leave, and shopping discounts.
- Why this job: Be a key player in wealth management and client relations.
- Qualifications: Experience in financial planning and strong communication skills.
- Other info: Flexible, friendly team with great career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a rapidly expanding national IFA brand, has a fantastic opportunity for a Financial Administrator to join their Warrington office. This is an integral and varied role and your experience in providing high-quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection, as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties. This role forms a key part of the team and, as such, you will be involved in the day-to-day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained.
Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited to:
- Client correspondence, written and verbal.
- Processing New Business.
- Preparation of client review packs.
- Arranging client meetings and managing the Adviser’s diary.
- Illustration requests.
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
- Taking phone calls, enquiries and requests, and handling them where appropriate.
- Back-office support.
Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
Requirements
You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. You will also be skilled in, or have the ability to learn:
- Good working knowledge of IO and Platform.
- Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
- Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
- Management and prioritising workloads.
- Excellent planning, organisational and multi-tasking abilities.
- Analytical and problem-solving skills.
- Flexibility/adaptability to cope with change.
- Excellent communication skills at all levels.
- A team player with a positive attitude.
25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.
IFA Administrator in Warrington employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Warrington
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning 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 pensions, investments, and protection. Be ready to discuss how your previous experience aligns with the responsibilities listed in the job description. Confidence is key, so practice answering common interview questions with a friend!
✨Tip Number 3
Showcase your organisational skills! During interviews, highlight specific examples of how you've managed client correspondence and maintained accurate records in past roles. This will demonstrate that you're the perfect fit for the administrative side of the job.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team and contributing to our success in the financial planning industry.
We think you need these skills to ace IFA Administrator in Warrington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial administration and any relevant 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 the perfect fit for this role. Be sure to mention your experience with client correspondence and your ability to manage workloads effectively, as these are key aspects of the job.
Show Off Your Communication Skills: Since you'll be the point of contact for client queries, it's essential to demonstrate your excellent communication skills. Make sure your application is clear, concise, and free from errors. We love attention to detail!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Bond Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial administration, especially in areas like pensions and investments. Familiarise yourself with the company's services and any recent news about them. This will show that you're genuinely interested and prepared.
✨Practice Makes Perfect
Rehearse common interview questions related to client correspondence and administrative tasks. Think about how you would handle specific scenarios, like managing a busy diary or dealing with client queries. Practising your responses will help you feel more confident during the actual interview.
✨Show Off Your Skills
Be ready to discuss your experience with office software like Teams, Outlook, Word, and Excel. Prepare examples of how you've used these tools to improve efficiency or solve problems in previous roles. Highlighting your technical skills can set you apart from other candidates.
✨Be a Team Player
Emphasise your ability to work well within a team. Share examples of how you've collaborated with colleagues in the past, especially in high-pressure situations. A positive attitude and a willingness to adapt are key traits that employers look for, so make sure to convey that during your interview.
