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- Tasks: Support financial advisers and manage client information in a busy advisory office.
- Company: Respected Independent Financial Adviser firm known for exceptional service.
- Benefits: Competitive salary, pension scheme, free parking, and professional development support.
- Why this job: Join a collaborative team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services, strong organisational skills, and confident communication.
- Other info: Full training provided with opportunities for career growth.
The predicted salary is between 30000 - 42000 £ per year.
We're working with a highly respected Independent Financial Adviser firm based in Cardiff, known for delivering bespoke financial planning and investment advice to both private clients and businesses. The firm has built its reputation entirely through client referrals, reflecting its unwavering commitment to service quality and trusted relationships. They're now looking to appoint an experienced IFA Administrator to join their growing support team.
The Role:
As an IFA Administrator, you'll play an essential role in supporting advisers and paraplanners, ensuring exceptional service delivery to clients. You'll work as part of a collaborative and supportive team, helping manage client information, documentation, and the smooth running of daily operations within a busy advisory office.
Day-to-day responsibilities will include:
- Preparing and maintaining client files and documentation in line with FCA requirements.
- Liaising with advisers, paraplanners, product providers to obtain valuations, quotations, and policy information.
- Supporting client review meetings by preparing packs and ensuring client information is up to date.
- Managing incoming and outgoing correspondence, updating records on the CRM system, and handling general administrative tasks.
- Assisting with new business processing and keeping clients informed on progress updates.
Who we're looking for:
- Previous experience in a financial services or professional office environment (ideally 2 years+).
- Strong organisational skills with excellent attention to detail.
- Confident communicator, both written and verbal, with a client-focused attitude.
- Comfortable working independently as well as part of a collaborative team.
- Familiarity with investments, pensions, or life products would be an advantage but not essential.
What we offer:
- Competitive salary depending on experience.
- Company pension scheme.
- Free on-site parking.
- Full training on internal systems and support for professional development, including financial services qualifications.
IFA Administrator in London employer: Brook Street
Contact Detail:
Brook Street Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at the firm. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of FCA requirements and client management. Show them you’re not just a great administrator but also someone who understands the industry inside out.
✨Tip Number 3
When you get that interview, don’t just talk about your skills—share specific examples of how you’ve supported teams in the past. This will demonstrate your collaborative spirit and attention to detail.
✨Tip Number 4
Finally, 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 to connect with us directly.
We think you need these skills to ace IFA Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial services 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 passionate about the role and how your background makes you a great fit. Keep it concise but engaging – we love a good story!
Showcase Your Organisational Skills: Since this role requires strong organisational skills, give examples of how you've managed client information or documentation in the past. We want to know how you keep things running smoothly!
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 Brook Street
✨Know Your Stuff
Make sure you brush up on financial services terminology and the specific products mentioned in the job description, like investments and pensions. This will show that you're not just a candidate, but someone who understands the industry and can hit the ground running.
✨Showcase Your Organisational Skills
Since the role requires strong organisational skills, prepare examples from your past experience where you've successfully managed client files or documentation. Be ready to discuss how you ensure accuracy and attention to detail in your work.
✨Practice Your Communication
As a confident communicator, you'll need to demonstrate this in the interview. Practice explaining complex financial concepts in simple terms, as you might have to do this with clients. Role-playing with a friend can help you refine your approach.
✨Be Team-Oriented
This position is all about collaboration, so be prepared to talk about your experiences working in a team. Share specific instances where you supported colleagues or contributed to a group project, highlighting your ability to work well with others.
