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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 clients' financial journeys while growing your career.
- Qualifications: Minimum two years experience in a similar role with strong attention to detail.
- Other info: Enjoy 24 days holiday and additional benefits after three months of service.
Our client, a leading Wealth Management firm in Altrincham, is looking to recruit an IFA Administrator into their Pension & Investment Team. To be considered for an interview, please ensure your application aligns with the job specifications outlined below.
Candidates applying should have a minimum of two years' experience within this type of role and possess a very high level of attention to detail, along with the ability to work independently while managing their own workload of tasks delegated by the Team Manager. Our client supports their staff with professional development, which includes paying a bonus for each exam passed.
RequirementsDay-to-day duties will include:
- Processing and submitting new business adhering to the new business workflow.
- Submitting Letters of Authority and collating all 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 client packs for Annual Review meetings and 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
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 9.00-5.00 Monday – Friday, 24 days holiday. Salary is subject to experience plus team bonus. Additional company benefits are also available following 3 months of 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 Wilmslow employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Wilmslow
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Reach out to current or former employees on LinkedIn. Ask them about their experiences and any tips they might have for landing the IFA Administrator role. Personal connections can make a huge difference!
✨Tip Number 3
Prepare for the interview by practising common questions related to the role. Think about how your previous experience aligns with the job specs, especially your attention to detail and ability to manage your workload independently.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the position. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace IFA Administrator in Wilmslow
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 fit into 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 and how your skills align with the job specs. Don’t forget to mention your ability to manage your own workload – we love independent workers!
Showcase Relevant Skills: If you've got experience with tools like Intelliflo or A J Bell, make sure to mention them! We’re looking for candidates who can hit the ground running, so any relevant software experience will definitely give you an edge.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Bond Recruitment
✨Know Your Stuff
Make sure you’re familiar with the key responsibilities of an IFA Administrator. Brush up on your knowledge of processing new business, client withdrawals, and suitability reports. Being able to discuss these tasks confidently will show that you’re ready to hit the ground running.
✨Showcase Your Attention to Detail
Since this role requires a high level of attention to detail, prepare examples from your previous experience where you’ve demonstrated this skill. Whether it’s through accurate data entry or meticulous report writing, having specific instances ready will impress the interviewers.
✨Familiarise Yourself with Relevant Tools
If you have experience with tools like Intelliflo, A J Bell, or Transact, be sure to mention it. If not, do a bit of research on these platforms so you can speak about them intelligently. This shows initiative and a willingness to learn, which is always a plus!
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, professional development opportunities, or how they support their staff. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
