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- Tasks: Support Financial Advisers and ensure smooth client experiences with accurate documentation.
- Company: Clear IFA, a growing financial advisory firm in Billericay, Essex.
- Benefits: Competitive salary, 20 days leave, pension, and on-site parking.
- Why this job: Be a key player in delivering top-notch financial advice and improving client experiences.
- Qualifications: 2 years in financial advisory admin, strong organisational skills, and client communication.
- Other info: Join a supportive team and contribute to process improvements in a dynamic environment.
The predicted salary is between 25000 - 30000 £ per year.
Great financial advice relies on strong administration behind the scenes. At Clear IFA, this role plays a vital part in making sure clients receive a smooth, professional and well-managed experience from start to finish.
Clear IFA is an established and growing financial advisory firm based in Billericay, Essex. The business focuses on delivering clear, compliant and well-structured advice, supported by robust processes and a close-knit team who take pride in doing things properly.
As an IFA Administrator, you’ll support two Financial Advisers and act as a key point of contact for clients, providers and internal colleagues.
The role involves:
- Acting as a first point of contact for clients, handling day-to-day queries in a professional and friendly manner
- Producing illustrations and related documents to support the advice process
- Processing new business across pensions, investments and protection
- Liaising with providers and following up on outstanding requirements
- Maintaining accurate and compliant records on the back-office system
- Supporting advisers so meetings, recommendations and follow-ups run smoothly
You are the person who makes sure advice moves from discussion to completion, with care, accuracy and attention to detail.
This role also offers the opportunity to contribute beyond day-to-day administration. We value team members who take an interest in how the business operates and encourage ideas that help improve processes, client experience and the way the firm continues to develop.
About you:
- A minimum of 2 years’ experience working in a financial advisory or IFA practice in an administrative or client service role
- Excellent organisational skills and strong attention to detail
- Confidence communicating with clients and providers
- A sound understanding of FCA compliance requirements
- Experience using Intelliflo Office and Dynamic Planner (preferred)
- Strong IT skills and a proactive, team-oriented approach
If you enjoy being reliable, methodical and part of a supportive team, this role will suit you well.
Package and benefits:
- Salary £25,000 - £30,000 per year, depending on experience
- 20 days annual leave plus bank holidays
- Company pension
- On-site parking
- Full-time, office-based role in Billericay
If you’re an experienced IFA Administrator looking to join a professional, well-established advisory firm where your contribution genuinely matters, apply today.
IFA Administrator in Billericay employer: Clear IFA Ltd
Contact Detail:
Clear IFA Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Billericay
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. 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 FCA compliance and the tools mentioned in the job description, like Intelliflo Office. We want you to feel confident and ready to impress when you get that interview call!
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed client information and documentation in previous roles. This will highlight your attention to detail and ability to support advisers effectively.
✨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 are proactive about their job search. Let's get you that IFA Administrator role!
We think you need these skills to ace IFA Administrator in Billericay
Some tips for your application 🫡
Show Your Experience: Make sure to highlight your previous experience in financial advisory or IFA practices. We want to see how your skills align with the role, so don’t hold back on showcasing your organisational skills and attention to detail!
Be Professional Yet Friendly: Since you'll be the first point of contact for clients, it’s important to convey a professional yet approachable tone in your application. We’re looking for someone who can communicate effectively, so let that shine through in your writing!
Tailor Your Application: Take a moment to tailor your application specifically for us at Clear IFA. Mention how your skills can contribute to our team and improve client experiences. We love seeing candidates who take the time to understand our values!
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. Plus, it shows you’re keen on joining our team at Clear IFA!
How to prepare for a job interview at Clear IFA Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial advisory processes and FCA compliance requirements. Being able to discuss these topics confidently will show that you're not just familiar with the role, but that you understand the importance of accuracy and detail in administration.
✨Showcase Your Organisational Skills
Prepare examples from your past experience where your organisational skills made a difference. Whether it was managing client documentation or streamlining processes, having specific stories ready will demonstrate your ability to handle the responsibilities of the IFA Administrator role effectively.
✨Practice Your Communication
Since you'll be the first point of contact for clients, practice how you would handle common queries. Role-playing with a friend can help you articulate your thoughts clearly and maintain a friendly, professional tone, which is crucial for this position.
✨Be Proactive About Improvement
Think about ways you could contribute to improving processes or client experiences at Clear IFA. Bringing ideas to the table during your interview shows that you're not just looking to fill a role, but that you're genuinely interested in being part of a team that values growth and development.
