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For Companies At a Glance
- Tasks: Provide top-notch admin support to Financial Advisers and enhance client experiences.
- Company: Join a thriving financial planning firm in Westerham with a supportive team culture.
- Benefits: Enjoy competitive salary, generous holiday, pension scheme, and more perks.
- Other info: Office-based role with flexible work options after probation and a vibrant team atmosphere.
- Why this job: Kickstart your career in finance with clear progression and development opportunities.
- Qualifications: 1+ year experience in financial services admin and strong organisational skills.
The predicted salary is between 26000 - 34000 £ per year.
We are supporting a well-established and growing financial planning firm in Westerham who are looking to recruit an IFA Administrator / Client Support to join their busy support team.
Location: Westerham, Kent
Salary: £26,000 – £34,000 per annum
Employment Type: Permanent
The Role
As a Client Support Administrator, you will provide high-quality administrative support to Financial Advisers, ensuring clients receive an exceptional and well-organised service throughout the advice process. You’ll work closely with advisers, colleagues and third parties, supporting new business, reviews, and ongoing client servicing.
Key Responsibilities
- Provide comprehensive administrative support to Financial Advisers
- Manage client appointments, diaries, and meeting preparation
- Prepare client packs and paperwork before and after meetings
- Request valuations and policy information from providers and third parties
- Liaise with internal teams to ensure timely receipt of information
- Maintain and update client records and financial plans using Intelligent Office (IO) and PFP
- Support portfolio reviews, new business submissions and post-sale administration
- Ensure all documentation meets compliance requirements
- Track adviser progress and identify areas where additional support is needed
- Maintain accurate client lists and records
- Build effective relationships with product providers and stakeholders
- Prioritise workload effectively and manage multiple tasks at once
- Commit to ongoing learning and development
What They’re Looking For
- About 1+ year experience in an IFA or financial services administration role
- Strong organisation, attention to detail and time-management skills
- Confident telephone manner and clear written communication
- Ability to work under pressure and meet deadlines
- Proactive, engaged and team-focused attitude
Desirable (but Not Essential)
- Experience using Intelligent Office
- Degree or internship exposure within an IFA / wealth management firm
- Strong understanding of basic financial products and planning concepts
Salary & Progression
£26,000 – £34,000, depending on experience and level
Entry-level Client Support with progression into Executive Client Support
Clear internal development pathway, including potential progression into a trainee adviser route
Salary reviews and potential increases post-probation
Working Pattern
Fully office-based during probation
After 6 months: up to 2 days working from home per month, subject to approval and business needs
Benefits
- Holiday starting at 22 days, increasing with service (up to 26 days)
- Pension: 6% employer / 3% employee
- Group income protection
- Enhanced sick pay scheme
- Life insurance (4x salary)
- Employee Assistance Programme
- Cycle to Work scheme
- Loyalty holiday scheme
- One volunteering day
- Free on-site parking
- Payroll giving scheme
- Access to a Financial Adviser
- Discounts at sister companies
Interview Process
- Stage 1: Short Teams screening
- Online English & maths assessment
- Stage 2: Interview with Operations Director (Teams or on-site)
If you’re an IFA Administrator or Client Support professional looking to join a supportive firm with genuine progression opportunities, we’d love to hear from you. Apply now for confidential consideration.
IFA Administrator in Westerham employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Westerham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector 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 those interviews! Research the company and its values, and think about how your skills align with their needs. Practise common interview questions, especially around client support and administration, so you can showcase your experience confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you a leg up. Plus, it’s super easy to keep track of your applications and updates all in one place.
We think you need these skills to ace IFA Administrator in Westerham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your relevant experience in financial services and any specific skills that match the job description, like organisation and attention to detail.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a great fit for the team. Keep it concise but engaging!
Showcase Your Communication Skills: Since clear written communication is key for this role, ensure your application is free from typos and errors. Use a professional tone while still being approachable – we want to see your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be one step closer to joining our fantastic team in Westerham!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and planning concepts. Being able to discuss these confidently will show that you're engaged and ready to support the advisers effectively.
✨Showcase Your Organisation Skills
Prepare examples of how you've managed multiple tasks or prioritised workloads in previous roles. This is key for the IFA Administrator position, so be ready to demonstrate your time-management prowess.
✨Practice Your Communication
Since you'll be liaising with clients and third parties, practice clear and concise communication. Consider doing mock interviews with a friend to refine your telephone manner and written communication skills.
✨Familiarise Yourself with Intelligent Office
If you have experience with Intelligent Office, great! If not, do some research or even watch tutorials online. Showing that you're proactive about learning this tool can set you apart from other candidates.