Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client queries, support advisers, and ensure compliance in a dynamic IFA environment.
- Company: Reputable IFA business known for its professional culture and growth opportunities.
- Benefits: Competitive salary up to £35,000, profit-related bonus, and additional perks.
- Why this job: Join a growing team and make a real difference in clients' financial journeys.
- Qualifications: Experience in IFA administration and strong knowledge of financial products required.
- Other info: Flexible work environment with support for professional qualifications.
The predicted salary is between 28000 - 42000 £ per year.
Clark James Recruitment are working with a professional and highly regarded IFA business. Due to expansion, our client has a vacancy for an experienced IFA Administrator to join the business.
Role
- Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests.
- Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management.
- Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date.
- Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details.
Candidate
- Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity.
- Knowledge: Strong understanding of financial planning products, including investments and pensions. Familiarity with working of Wrap platforms (Aviva, Fidelity and Aegon ARC).
- System Skills: Proficient in Microsoft Office and industry software (e.g., FE Analytics).
- Qualifications: Not essential however we will support working towards relevant qualifications.
- Soft Skills: Strong communication, attention to detail, and ability to manage multiple deadlines.
Package:
- Basic salary to £35,000 dependent on experience.
- Profit related bonus.
- Additional benefits.
IFA ADMINISTRATOR in Sittingbourne employer: Clark James Recruitment LTD
Contact Detail:
Clark James Recruitment LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA ADMINISTRATOR in Sittingbourne
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning products and compliance regulations. We recommend doing some mock interviews with friends or family to get comfortable discussing your experience and how it relates to the role.
✨Tip Number 3
Showcase your tech skills! Make sure you're familiar with the software mentioned in the job description, like FE Analytics and Microsoft Office. If you can demonstrate your proficiency during interviews, it’ll give you a leg up on the competition.
✨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’re always looking for talented individuals like you to join our team!
We think you need these skills to ace IFA ADMINISTRATOR in Sittingbourne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in client management and technical support, as well as any familiarity with financial planning products. We want to see how your skills match what we're looking for!
Showcase Your Soft Skills: Don’t forget to showcase your strong communication skills and attention to detail in your application. These are key for managing multiple deadlines and supporting advisers effectively. Let us know how you’ve used these skills in past roles!
Be Clear and Concise: When writing your cover letter, be clear and concise. We appreciate straightforward communication, so get to the point while still showing your enthusiasm for the role. Tell us why you’re a great fit for our team!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Clark James Recruitment LTD
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning products, especially investments and pensions. Familiarity with Wrap platforms like Aviva, Fidelity, and Aegon ARC will definitely give you an edge. Being able to discuss these confidently will show that you're the right fit for the IFA Administrator role.
✨Showcase Your Experience
Prepare specific examples from your previous administration roles in IFA firms. Highlight how you've managed client queries, processed applications, or supported advisers. This will demonstrate your hands-on experience and ability to handle the responsibilities outlined in the job description.
✨Demonstrate Attention to Detail
Since accuracy is key in this role, be ready to discuss how you ensure client data is recorded correctly and how you keep back-office systems up to date. You might even want to mention any systems or processes you've implemented to improve efficiency in your past roles.
✨Communicate Effectively
Strong communication skills are a must for this position. Practice articulating your thoughts clearly and concisely. During the interview, make sure to listen actively and respond thoughtfully to questions, showing that you can manage multiple deadlines while maintaining a professional rapport with clients and advisers.