At a Glance
- Tasks: Support Financial Advisers and maintain accurate client records in a dynamic environment.
- Company: Reputable financial planning firm with a supportive and collaborative culture.
- Benefits: Up to £34,000 salary, hybrid working, private medical and dental insurance, and 24 days leave.
- Other info: Opportunities for career development in a client-focused environment.
- Why this job: Join a growing team where your contributions are valued and make a real impact.
- Qualifications: Experience in financial planning or wealth management and strong organisational skills.
The predicted salary is between 34000 - 34000 £ per year.
IFA Administrator
Location
Basingstoke, Hybrid
Salary
We are recruiting on behalf of a well-established and growing financial planning firm seeking an experienced IFA Administrator to join their supportive team.
This is an excellent opportunity for someone with previous financial planning or wealth management administration experience who enjoys working in a client-focused environment and wants to be part of a collaborative business.
You will play a key role in supporting Financial Advisers by ensuring client records are maintained accurately, preparing information for client meetings, and liaising with product providers to deliver an exceptional client experience.
Key Responsibilities
- Maintain accurate and up-to-date client and plan information on Intelligent Office (IO).
- Obtain policy and plan information from providers via provider platforms, email and post, ensuring all information is received ahead of client meetings.
- Regularly chase providers for outstanding information and upload documentation to Intelligent Office.
- Update client plans with contributions, withdrawals and transaction history.
- Process and link transfers between plans where required.
- Add and maintain missing policy information on the back-office system.
- Validate investment funds and unit balances, ensuring valuations are accurate and price feeds are functioning correctly.
- Support Financial Advisers with day-to-day administrative tasks and meeting preparation.
- Maintain high standards of accuracy while ensuring regulatory and company procedures are followed.
- Liaise professionally with providers, advisers and colleagues to deliver excellent client service.
About You
To be successful in this role, you will have
- Previous experience working within an IFA, financial planning or wealth management environment.
- Experience supporting Financial Advisers with pensions and investment administration.
- Strong organizational skills with excellent attention to detail.
- The ability to manage multiple tasks and work to deadlines.
- Excellent written and verbal communication skills.
- A proactive and methodical approach to your work.
- Good IT skills, with experience using Microsoft Office. Experience with Intelligent Office (IO) would be advantageous.
Benefits
- Salary up to
£34,000 , depending on experience.
- Hybrid working.
- Private Medical Insurance.
- Dental Insurance.
- Employee Pension Scheme.
- Life Assurance.
- 24 days annual leave plus bank holidays.
- Supportive and collaborative working environment with opportunities for career development.
If you're an experienced IFA Administrator looking to join a reputable financial planning firm where your contribution is valued, we'd love to hear from you.
IFA Admin in Southampton employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Admin in Southampton
✨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 Admin in Southampton
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.
