At a Glance
- Tasks: Provide top-notch admin support to Financial Advisers and manage client cases.
- Company: Leading financial planning business based in Edinburgh.
- Benefits: Negotiable salary, career progression, ongoing training, and a supportive work environment.
- Other info: Opportunity for long-term growth and mentorship within the team.
- Why this job: Join a dynamic team and make a real impact in financial management.
- Qualifications: Experience in IFA or financial planning, with strong attention to detail.
The predicted salary is between 27000 - 33000 £ per year.
Find Core are thrilled to be assisting a leading financial planning business with the recruitment of a IFA Administrator or Senior IFA Administrator.
About the Role
Permanent position. This role will be based in Edinburgh.
Responsibilities
- Provide high-level administrative support to Financial Advisers and Paraplanners.
- Prepare and process new business applications across pensions, investments and protection.
- Liaise with clients, providers and third parties to obtain information and progress cases.
- Prepare client review packs and supporting documentation.
- Process investment, pension and protection business accurately and efficiently.
- Maintain accurate client records and ensure CRM systems are kept fully up to date.
- Deal with valuations, withdrawals, transfers and other client servicing requests.
- Monitor new business through to completion and resolve any outstanding requirements.
- Ensure all work is completed in line with FCA requirements and internal compliance procedures.
- Support and mentor more junior members of the administration team where required.
Qualifications
- Strong previous experience within an IFA, wealth management or financial planning environment.
- FPC qualification or equivalent is required.
- Good understanding of pensions, investments and protection products.
- Experience supporting Financial Advisers with new business and ongoing client servicing.
- Strong knowledge of financial services administration and compliance requirements.
- Excellent attention to detail and organisational skills.
- Confident communicating with clients, advisers and product providers.
- Ability to manage a busy workload and prioritise multiple cases.
- Experience using financial planning CRM or back-office systems would be advantageous.
- Pay range and compensation package
Fully Negotiable depending on experience. Permanent, full-time position.
- Opportunity to join an established financial planning business.
- Long-term career progression.
- Ongoing training and professional development.
- Supportive and professional working environment.
- Equal Opportunity Statement
- #J-18808-Ljbffr
IFA Administrator (Financial Management) employer: FindCore
FindCore is an exceptional employer, offering a supportive work culture that prioritises employee growth and development. As a Contracts Manager in Lanarkshire, you will benefit from a competitive salary, a company fuel card, and a car allowance, all while working in a dynamic environment that values teamwork and quality service delivery across the public sector.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator (Financial Management)
✨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 FindCore. 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 Administrator (Financial Management)
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 FindCore.
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 FindCore'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 FindCore
✨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 FindCore.
✨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 FindCore 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 FindCore 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.
