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- Tasks: Support the Paraplanning team with client packs, new business processing, and meeting arrangements.
- Company: Join a leading UK independent financial planning firm known for exceptional client advice.
- Benefits: Enjoy a salary up to £30,000, flexible working, bonuses, and generous holiday.
- Why this job: Be part of a growing team with social opportunities and career progression in finance.
- Qualifications: 2+ years in wealth management and proficiency in Microsoft Office required.
- Other info: Exam funding and support available for your professional development.
Our client is one of the leading UK independent financial planning firms, who have a national presence and provide exceptional advice to their clients. Due to company growth, they are now looking for likeminded individuals to join their IFA Administration team.
If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!
What you'll be doing:
- Provide administrative support to the Paraplanning & Advice team with duties such as preparing client packs, processing new business, and arranging meetings
- First point of contact for client queries and resolutions of any issues
- Onboarding new clients to the company and following new account opening processes
- Staying up to date with FCA requirements and Compliance Policies
What you need to apply:
- Proficient experience with administration in a wealth management environment
- Strong understanding of Microsoft Office Suite and back-office systems such as Intelligent Office
- 2+ years industry experience within the wealth management sector or financial services
- Working towards industry relevant qualifications such as DipPFS
What's in it for you?
- A basic salary of up to £30,000 dependent on experience and qualifications
- Social opportunities throughout the year
- Amazing benefits package which includes bonus, flexible working, insurances, generous holiday & pension
- Exam funding and support
- Progression opportunities into different areas of the business, depending on which way you see your career heading!
Please hit apply or contact Dan directly!
IFA Administrator employer: enable Recruitment
Contact Detail:
enable Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the latest FCA requirements and Compliance Policies. This knowledge will not only help you in the role but also demonstrate your commitment to staying updated in the financial services sector.
✨Tip Number 2
Network with professionals in the wealth management industry. Attend relevant events or join online forums to connect with others who can provide insights or even refer you to opportunities within their firms.
✨Tip Number 3
Gain hands-on experience with back-office systems like Intelligent Office. If you haven't used it before, consider taking a short course or tutorial to boost your confidence and skills in this area.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle client queries and issues. Think of examples from your past experience that showcase your problem-solving skills and attention to detail.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in administration within the wealth management sector. Emphasise your proficiency with Microsoft Office Suite and any back-office systems you've used, such as Intelligent Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and client service. Mention specific examples of how you've provided administrative support in previous roles and how you can contribute to the IFA Administration team.
Highlight Relevant Qualifications: If you're working towards industry qualifications like DipPFS, make sure to mention this in your application. It shows your commitment to professional development and aligns with the company's expectations.
Showcase Your Attention to Detail: Since the role requires a detail-oriented professional, provide examples in your application that demonstrate your ability to manage tasks accurately and efficiently, especially in a fast-paced environment.
How to prepare for a job interview at enable Recruitment
✨Show Your Attention to Detail
As an IFA Administrator, attention to detail is crucial. Be prepared to discuss specific examples from your past experience where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Your Client Service Skills
Since you'll be the first point of contact for client queries, highlight your customer service experience. Share stories that showcase your ability to resolve issues and maintain client satisfaction.
✨Familiarise Yourself with FCA Requirements
Understanding the Financial Conduct Authority (FCA) regulations is key in this role. Brush up on relevant compliance policies and be ready to discuss how you’ve adhered to these in previous positions.
✨Highlight Your Technical Proficiency
Proficiency in Microsoft Office Suite and back-office systems like Intelligent Office is essential. Be prepared to talk about your experience with these tools and how they have aided your administrative tasks in the past.
