At a Glance
- Tasks: Provide admin support in pensions and investments for a smooth client experience.
- Company: Join a respected Wealth Management firm that values its people and fosters growth.
- Benefits: Enjoy a competitive salary, 35-hour week, study support, and a supportive team environment.
- Other info: Refer a friend and earn £200 if they secure a role!
- Why this job: This role offers professional development, a friendly culture, and the chance to make an impact.
- Qualifications: Experience in admin roles within pensions or investments is essential; strong communication skills required.
The predicted salary is between 26400 - 39600 £ per year.
IFA Administrator
Location: Liverpool
About the Role
An established Wealth Management business based in Liverpool is looking to recruit an experienced IFA Administrator to join its team.
This is a great opportunity for someone with experience in financial services administration who enjoys supporting Financial Advisers, building strong client relationships and managing the day-to-day administration of new and ongoing business.
Key Responsibilities
- Provide administrative support to Financial Advisers and Paraplanners.
- Act as a point of contact for clients, providers and advisers.
- Process new and ongoing business across pensions, investments, ISAs, bonds and protection.
- Prepare client correspondence, reports and suitability report enclosures.
- Manage Letters of Authority and obtain policy and investment information.
- Produce portfolio valuations, tax packs and annual review documentation.
- Liaise with providers to resolve queries and ensure requests are completed.
- Monitor cases, chase outstanding requirements and keep business moving through to completion.
- Maintain accurate client records and update internal systems.
- Coordinate adviser diaries, appointments and client meetings.
- Support the wider administration team during busy periods.
About You
- Previous experience in an IFA or Wealth Management administration role.
- Good understanding of pensions, investments and financial services products.
- Experience supporting Financial Advisers or Wealth Managers.
- Strong organisational skills and the ability to manage a varied workload.
- Excellent communication skills and a professional, client-focused approach.
- High attention to detail and the ability to work effectively within a team.
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IFA Administrator employer: Eden Rose
Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Eden Rose. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Eden Rose.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Eden Rose's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Eden Rose
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Eden Rose.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Eden Rose will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Eden Rose employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
