At a Glance
- Tasks: Support financial advisers with new business processes and manage client applications.
- Company: Reputable Independent Financial Advisory firm in Colchester with a supportive team culture.
- Benefits: Competitive salary, generous holiday allowance, and workplace pension scheme.
- Other info: Friendly environment with opportunities for professional growth.
- Why this job: Join a collaborative team and make a real impact in wealth management.
- Qualifications: 2+ years' experience in an IFA firm and strong organisational skills.
The predicted salary is between 30000 - 33500 £ per year.
Location: Colchester
Salary: 30,000 - 33,500 (Dependent on experience)
Days/ Hours of work: Monday - Friday, 8:30am - 5:00pm
Benefits:
- 23 days holiday + bank holidays (increasing to 25 days after 5 years)
- Office closure over Christmas (additional days given, not deducted from holiday allowance, this is subject to company)
- Death in Service policy (after qualifying period)
- Income Protection (after qualifying period)
- Workplace pension scheme
- Friendly, close knit and supportive team environment
- Parking costs covered/ space provided where available
The company:
A well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team. This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships.
You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish.
Duties:
- Processing new business applications for both new and existing clients
- Managing pension and ISA transfers from initiation through to completion
- Handling trust applications and inheritance tax planning cases
- Processing tax wrapper switches and withdrawals
- Setting up investment income and pension income
- Managing Letters of Authority and annuity applications
- Submitting applications and ensuring accurate completion across all systems
- Tracking cases and providing updates through to completion
- Liaising with providers and clients to resolve queries
- Using intelliflo as the core CRM/database system
- Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter
- Processing fund withdrawals and coordinating payments to clients
The ideal candidate:
- Minimum of 2 years' experience within an IFA firm (essential)
- Strong background in new business processing across a variety of financial products
- Experience handling cases from start to finish
- Excellent attention to detail and organisational skills
- Strong communication and relationship building abilities
- A team player who thrives in a collaborative, friendly but hardworking environment
Equal Opportunities Employer:
We are an Equal Opportunities Employer and welcome applicants from all backgrounds.
Independent Financial Advisory Administrator. Job in Colchester Move Collective Jobs employer: Broughton Group
Join a well-established Independent Financial Advisory firm in Colchester, where you will be part of a friendly and supportive team dedicated to delivering high-quality wealth management services. With competitive benefits including 23 days holiday plus bank holidays, additional time off over Christmas, and a strong focus on employee growth and collaboration, this role offers a rewarding environment for those looking to thrive in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisory Administrator. Job in Colchester Move Collective Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for those interviews by researching the company inside out. Understand their values, services, and team culture. We want you to walk in feeling confident and ready to show them why you’re the perfect fit for their close-knit team.
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. This will help you articulate your experience and skills clearly, especially when discussing your background in new business processing and client management.
✨Tip Number 4
Don’t forget to 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 the initiative to connect directly with us.
We think you need these skills to ace Independent Financial Advisory Administrator. Job in Colchester Move Collective Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in new business processing and any relevant financial products you've worked with. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about joining our team in Colchester. Share specific examples of how you've supported advisers or managed cases from start to finish.
Showcase Your Attention to Detail:In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure everything is accurate and well-presented.
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 friendly team!
How to prepare for a job interview at Broughton Group
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and services. Familiarise yourself with the specific processes mentioned in the job description, like managing pension transfers and handling trust applications. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Experience
Prepare to discuss your previous experience in an IFA firm. Be ready to share specific examples of how you've handled cases from start to finish. Highlight your attention to detail and organisational skills, as these are crucial for the role.
✨Demonstrate Team Spirit
Since the company values a collaborative environment, think of examples where you've worked well in a team. Share stories that illustrate your ability to support colleagues and contribute to a friendly workplace. This will help you fit into their close-knit culture.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the team's dynamics, the types of clients they work with, or how they measure success in the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
