At a Glance
- Tasks: Support financial advisers and manage client communications in a dynamic environment.
- Company: Established Chartered Independent Financial Advisory practice with over 40 years of experience.
- Benefits: Generous holiday, pension scheme, annual bonus, and support for professional development.
- Other info: Opportunity for career growth and to gain valuable industry qualifications.
- Why this job: Join a team focused on ethical financial planning and make a real difference for clients.
- Qualifications: Experience in the financial advice industry and strong organisational skills required.
The predicted salary is between 30000 - 40000 £ per year.
Our client is a long-established Chartered Independent Financial Advisory practice based in Chester, with over 40 years of experience. Their focus is on delivering thoughtful, ethical financial planning with the client’s best interests at the core of everything they do. They are currently recruiting an experienced IFA Administrator to join their busy team.
Main Duties:
- Liaising with and supporting the advisers and paraplanners
- Administering new business for investments, pensions and protection
- Updating systems, preparing valuations and annual review documentation
- Communicating with existing and prospective clients and providers by phone, email and post
- Logging cheques and policy documents
- Answering the telephone
- Processing new business applications
- Chasing outstanding items
- Dealing with client queries
- Updating and producing client valuations
- Preparing client files for meetings
- Researching performance of investment funds
- Typing letters and reports
- Photocopying
- Obtaining quotes and documentation e.g. key features documents, filling in application forms and maintaining orderly files
This list is not exhaustive and personnel may be asked to undertake any other reasonable task at the discretion of the management.
Experience:
- Knowledge of the financial advice industry
- Experience of Wrap Platforms is highly advantageous
- Knowledge of Xplan and FE Analytics is desirable
- Good written and oral communication skills
- Excellent organisational skills
- Knowledge of Microsoft Office
- Good audio/touch typing skills
- Ability to work to deadlines
- Ability to work under pressure
- Teamwork and co-operation
- Integrity
- Confidentiality
- Flexibility
Soft Skills:
- Smart, enthusiastic, hardworking and good at multitasking
- High standards, attention to detail, be able to use your own initiative and be a relaxed team player
Benefits:
- 21 days holiday entitlement, plus bank holidays, increasing by 1 day per year up to 26 days
- Company pension
- Annual discretionary bonus
- Cycle to Work scheme
- Cestrian encourages and supports undertaking CII examinations and other professional development
IFA Administrator in Wrexham employer: Bond Recruitment
Join a well-respected Chartered Independent Financial Advisory practice in Chester, where your contributions will be valued in a supportive and ethical work environment. With a strong focus on employee growth, including support for professional development and a generous holiday entitlement that increases with service, this company fosters a culture of teamwork and integrity. Enjoy the benefits of a competitive pension scheme and an annual bonus while working alongside dedicated professionals committed to delivering exceptional client service.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Wrexham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Attend industry events or join online forums where you can meet potential employers and learn about job openings that might not be advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Since our client focuses on ethical financial planning, be ready to discuss how your own values align with theirs. Show them you’re not just another candidate, but someone who genuinely cares about their clients.
✨Tip Number 3
Practice your communication skills! As an IFA Administrator, you'll need to liaise with clients and advisers regularly. Role-play common scenarios with a friend or family member to boost your confidence and ensure you can handle client queries smoothly.
✨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. So, get your application in and let’s make it happen!
We think you need these skills to ace IFA Administrator in Wrexham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in the financial advice industry and any relevant skills, like using Wrap Platforms or Xplan. 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 skills align with our values. Keep it professional but let your personality come through – we love enthusiasm!
Showcase Your Communication Skills:Since you'll be liaising with clients and advisers, it's crucial to demonstrate your written communication skills. Make sure your application is clear, concise, and free of errors. We appreciate attention to detail!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive – a quality we admire!
How to prepare for a job interview at Bond Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial advice industry. Familiarise yourself with key terms, recent trends, and the specific services offered by the company. This will show that you're genuinely interested and ready to contribute.
✨Showcase Your Skills
Highlight your experience with Wrap Platforms, Xplan, and FE Analytics during the interview. Be prepared to discuss how you've used these tools in previous roles and how they can benefit the team. Specific examples will make your skills stand out.
✨Communication is Key
Since the role involves liaising with advisers and clients, practice your communication skills. Be clear and concise in your answers, and don’t hesitate to ask questions if you need clarification. This demonstrates your willingness to engage and collaborate.
✨Demonstrate Team Spirit
Emphasise your ability to work as part of a team. Share examples of how you've successfully collaborated with others in past roles, especially under pressure. This will reassure them that you can fit into their busy environment and contribute positively.
