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- Tasks: Join a dynamic team as a Paraplanning Administrator, managing new business applications and client records.
- Company: Be part of a respected financial planning firm in Bristol, known for its innovative approach.
- Benefits: Enjoy a competitive salary, discretionary bonuses, and a strong benefits package.
- Other info: Familiarity with Intelligent Office or similar systems is a plus.
- Why this job: This role offers a chance to grow in a supportive culture while making a real impact on clients' lives.
- Qualifications: Previous experience in financial planning and excellent organisational skills are essential.
The predicted salary is between 36000 - 60000 £ per year.
Senior Administrator – IFA Experience Essential
Bristol – Hybrid
Salary – up to £31,000 (DOE) + benefits
We’re looking for an experienced Senior Administrator to join a growing existing business team within a Wealth Management firm. This is a key role where you’ll provide high level operational and administrative support, working closely with senior management and clients.
The Senior Administrator will be responsible for providing high level operational and administrative support to the clients and senior management. This role requires a keen eye for detail and accuracy in the processing, reconciliation, and reporting of client instructions. The senior administrator will serve as a subject‑matter expert and provide guidance to junior staff on operations processes and best practices.
You’ll be a trusted part of a small, high performing team, managing your own workload and delivering exceptional service. Acting in clients’ best interests will be at the heart of everything you do.
What we’re looking for:
- Proven IFA/financial advisory experience (essential)
- Minimum 3+ years in financial services
- Strong organisational and multitasking skills
- Progress towards (or completion of) relevant industry qualifications
- A proactive, solutions focused mindset with the confidence to engage stakeholders at all levels
- Bristol City centre location with excellent transport links
- Training provided
- 25 days holiday plus bank holidays, plus additional holiday entitlement between Christmas and New Year
- Company Pension Scheme
- Emergency fund availability
If you’re an experienced IFA administrator ready to step into a role with real impact and autonomy, we’d like to hear from you.
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IFA Administrator employer: Cap Resourcing Ltd
Contact Detail:
Cap Resourcing Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the financial planning industry, especially focusing on new business processing. Understanding the nuances of this area will help you speak confidently about your experience and how it aligns with the role.
✨Tip Number 2
Network with professionals in the financial planning sector, particularly those who work as paraplanners or administrators. Engaging in conversations can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Brush up on your knowledge of Intelligent Office or similar systems. If you have experience with these tools, be prepared to discuss specific examples of how you've used them to enhance efficiency in your previous roles.
✨Tip Number 4
Prepare for potential interview questions by thinking about scenarios where you've demonstrated excellent attention to detail and organisational skills. Having concrete examples ready will showcase your suitability for the role.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an IFA Administrator. Familiarise yourself with the financial planning process and the specific tasks mentioned in the job description.
Tailor Your CV: Highlight your relevant experience in financial planning or wealth management. Emphasise your skills in new business submission and processing, as well as your attention to detail and organisational abilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to support paraplanners and advisers effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, and that all information is accurate and clearly presented.
How to prepare for a job interview at Cap Resourcing Ltd
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial planning and wealth management. Be prepared to discuss your previous experience in these areas, as well as any specific knowledge you have about new business submission processes.
✨Demonstrate Attention to Detail
As an IFA Administrator, attention to detail is crucial. During the interview, provide examples of how you've successfully managed client records or processed applications accurately in the past. This will show that you can handle the responsibilities of the role.
✨Communicate Confidently
Since the role involves liaising with providers and clients, practice your communication skills. Be ready to explain how you would handle different scenarios, such as resolving issues with applications or explaining processes to clients.
✨Familiarise Yourself with Relevant Systems
If you have experience with Intelligent Office or similar systems, be sure to mention it. If not, take some time to learn about these tools before the interview. Showing that you're proactive about understanding the technology used in the industry can set you apart.