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- Tasks: Support advisers with administrative tasks and ensure a seamless client experience.
- Company: Join a respected Chartered IFA firm known for its ethical approach and strong community ties.
- Benefits: Enjoy a competitive salary, attractive benefits, and flexible working options.
- Other info: Opportunity to work closely with Chartered professionals and advance your career.
- Why this job: Be part of a collaborative team focused on quality service and long-term client relationships.
- Qualifications: Experience as an IFA Administrator is essential; familiarity with Intelligent Office is a plus.
The predicted salary is between 28000 - 36000 £ per year.
Chartered Independent Financial Advice FirmExcellent Benefits Package Office-Based with Some Flexibility
A highly respected Chartered IFA firm based near Kingston is seeking a Senior IFA Administrator to support its growing team of advisers. With a strong reputation in the local area and a loyal client base, the firm offers comprehensive, whole-of-market advice across pensions, investments, tax planning, IHT, protection, and more niche areas such as VCT and EIS. They also provide legal services including wills, trusts, and powers of attorney.
I\’ve personally worked with this firm, met the Directors, and placed five professionals into the team (including advisers and administrators). It\’s a collaborative, ethical, and client-focused environment – they don\’t set sales targets, instead prioritising quality service and long-term relationships.
About the Firm:
- Chartered and fully independent
- Client base of 500+, typically with £500k-£10m in investable assets
- Clients include families, retirees, and business owners across Surrey
- Significant referral and recommendation network
- Deeply involved in the local community and local charities
The Role:You\’ll work closely with the Chartered Advisers, providing dedicated administrative support to ensure a seamless client experience. This includes pre- and post-meeting preparation, attending occasional client meetings, and handling ongoing client servicing tasks. The firm\’s high standards mean attention to detail and strong organisational skills are essential.
Key Responsibilities:
- End-to-end administrative support for advisers
- Prepare reports and documentation for client meetings
- Attend client meetings when required and follow up on actions
- Maintain accurate client records and manage ongoing servicing
- Liaise with providers, clients, and internal team members
- Use of Intelligent Office (experience with IO is a strong advantage)
What\’s on Offer:
- Salary: £35,000 – £45,000 depending on experience
- Attractive benefits package
- Office-based role with some flexibility to work from home occasionally
- A supportive, non-target-driven environment focused on quality
- Opportunity to work closely with Chartered professionals and develop your career
If you\’re an experienced IFA Administrator looking for a long-term opportunity in a professional and ethical firm, this role offers an ideal next step.
To apply, or to discuss other roles I\’m working on, contact Sam at Financial Divisions. #J-18808-Ljbffr
Senior IFA Administrator, Surrey (near Esher/Kingston), £35,000 - £45,000 (DOE), Excellent Benefits employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator, Surrey (near Esher/Kingston), £35,000 - £45,000 (DOE), Excellent Benefits
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work in or have connections to IFA firms. Attend local finance-related events or seminars near Kingston to meet potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Familiarise yourself with Intelligent Office (IO) software, as experience with this tool is a strong advantage for the role. Consider taking online courses or tutorials to enhance your skills and demonstrate your commitment to the position.
✨Tip Number 3
Research the firm’s values and client approach. Understanding their focus on quality service and long-term relationships will help you align your conversation during interviews and show that you’re a good fit for their team.
✨Tip Number 4
Prepare to discuss specific examples of how you've demonstrated attention to detail and strong organisational skills in your previous roles. This will be crucial in showcasing your ability to support the advisers effectively.
We think you need these skills to ace Senior IFA Administrator, Surrey (near Esher/Kingston), £35,000 - £45,000 (DOE), Excellent Benefits
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and requirements for the Senior IFA Administrator position. Tailor your application to highlight relevant experience and skills that align with the firm's needs.
Highlight Relevant Experience: In your CV and cover letter, emphasise your previous experience in financial administration, particularly any roles where you provided support to advisers or worked with client records. Mention any familiarity with Intelligent Office, as this is a strong advantage.
Showcase Soft Skills: Given the emphasis on attention to detail and strong organisational skills, make sure to provide examples of how you've demonstrated these qualities in past roles. Use specific instances to illustrate your ability to manage multiple tasks effectively.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your understanding of the firm's values and culture. Discuss why you're interested in working for a Chartered IFA firm and how you can contribute to their client-focused approach.
How to prepare for a job interview at Financial Divisions
✨Research the Firm
Before your interview, take some time to research the firm thoroughly. Understand their values, services, and client base. This will not only help you answer questions more effectively but also demonstrate your genuine interest in the role.
✨Showcase Your Organisational Skills
As a Senior IFA Administrator, strong organisational skills are crucial. Be prepared to discuss specific examples from your past experience where you successfully managed multiple tasks or projects, highlighting your attention to detail and ability to prioritise effectively.
✨Prepare for Client Interaction Scenarios
Since the role involves attending client meetings and handling ongoing servicing tasks, think of scenarios where you've interacted with clients. Be ready to share how you ensured a seamless client experience and resolved any issues that arose.
✨Familiarise Yourself with Intelligent Office
If you have experience with Intelligent Office, be sure to mention it during the interview. If not, take some time to learn about its features and how it can aid in administrative tasks. Showing initiative in this area can set you apart from other candidates.