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- Tasks: Support client relationships and ensure smooth operations in a dynamic financial environment.
- Company: Join a fast-growing IFA practice that values collaboration and progression.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for career growth.
- Why this job: Be part of a supportive team culture focused on delivering exceptional client service.
- Qualifications: Experience in financial planning and confident communication skills are essential.
- Other info: Access to a car may be needed due to the office location.
The predicted salary is between 28000 - 33000 £ per year.
Meriden (Hybrid – 3 days in-office, 2 from home) £28,000 – £33,000 | Full-time, Permanent
Our partner, a fast-growing IFA practice near Meriden, is looking to further expand its client support team with a dedicated Client Support Administrator. This is a great opportunity for someone with experience in IFA administration (or similar financial services) to join a close-knit team that values collaboration, learning, and progression.
What’s on offer:
- £28,000 – £31,000 salary depending on experience
- Hybrid working (3 days in the office, 2 from home)
- Opportunities for growth, whether into paraplanning, advice, or leadership
- Supportive team culture within a well-established, forward-thinking firm
The role:
- You’ll work closely with advisers and paraplanners to support client relationships and keep things running smoothly behind the scenes.
- Prepare client meeting packs and documentation
- Handle client queries and provide updates
- Maintain accurate client records
- Support compliance and day-to-day operational processes
- Collaborate across the business to deliver a first-class client experience
What we’re looking for:
- Previous experience working within a Financial Planning environment
- Experience using Intelligent Office (IO) (Preferred)
- Confident communicator with clients and internal teams
- Eager to learn and develop in wealth management
- Access to a car may be needed due to the slightly rural office location
If you’re looking to work with people who genuinely care about delivering great client service, we’d love to hear from you.
IFA Administrator employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the specific tools and software mentioned in the job description, particularly Intelligent Office (IO). If you haven't used it before, consider taking an online course or watching tutorials to get a basic understanding of how it works.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend local events or join online forums where you can connect with others in the industry. This could lead to valuable insights about the role and even potential referrals.
✨Tip Number 3
Prepare to discuss your previous experience in IFA administration or similar roles during any interviews. Think of specific examples where you've successfully supported client relationships or improved operational processes.
✨Tip Number 4
Show your eagerness to learn and develop within wealth management by researching current trends and challenges in the industry. Being able to discuss these topics during your interview will demonstrate your commitment and enthusiasm for the role.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in IFA administration or similar financial services. Emphasise any specific skills related to client support and communication, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention your previous experience in a financial planning environment and how it aligns with the responsibilities of the IFA Administrator role.
Highlight Relevant Skills: In your application, focus on skills such as client communication, attention to detail, and familiarity with tools like Intelligent Office (IO). These will demonstrate your capability to excel in the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is essential in the financial services sector.
How to prepare for a job interview at Ellis James Partners Ltd
✨Show Your Financial Knowledge
Make sure to brush up on your understanding of financial planning and IFA administration. Be prepared to discuss your previous experience in the field and how it relates to the role you're applying for.
✨Demonstrate Communication Skills
As a Client Support Administrator, you'll need to communicate effectively with both clients and internal teams. Practice articulating your thoughts clearly and confidently, as this will be crucial during the interview.
✨Highlight Team Collaboration
This role values collaboration, so be ready to share examples of how you've worked successfully in a team environment. Discuss any experiences where you supported colleagues or contributed to a group project.
✨Express Your Eagerness to Learn
The company is looking for someone eager to develop in wealth management. Share your aspirations for growth within the industry and how you plan to continue learning and improving your skills.