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For Companies At a Glance
- Tasks: Support financial planners and manage client communications in a dynamic office environment.
- Company: Join a fast-growing financial services practice with a strong UK presence.
- Benefits: Enjoy a salary up to £32k, private medical insurance, and 28 days annual leave.
- Why this job: Gain valuable experience in a supportive team with exciting growth opportunities.
- Qualifications: 1+ years of experience as an IFA Administrator is required.
- Other info: Hybrid working model available for better work-life balance.
The predicted salary is between 24000 - 32000 £ per year.
Job Description
IFA Administrator
Cardiff
Hybrid working
Up to £30k
This is best suited to IFA Administrators with 1+ years experience. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business. Salary up to £30k.
The Business
The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically and through acquisitions, hence the need to expand the support team. This position is based in their Cardiff office.
The Role
As an IFA administrator, you will be working closely with the office manager and financial planners to provide an efficient, high-quality and compliant service. During a typical day, you will be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports as well as ensuring back-office systems are updated and maintained accurately.
The Benefits
- Salary up to £30k.
- Private medical insurance
- Healthcare cash plan
- Group income protection.
- Group life assurance.
- Group pension scheme.
- Discretionary company bonus award opportunity
- 28 days annual leave rising to 30 days after 2 years’ service
Apply
If you have the required experience and this role interests you, then you can apply by simply attaching your CV along with your basic contact details.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
IFA Administrator employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of an IFA administrator. Understanding the key responsibilities and challenges faced in this position will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who work as IFA administrators. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Research the company thoroughly before your interview. Understand their growth plans, values, and culture, so you can tailor your responses to show how you align with their goals and how you can contribute to their success.
✨Tip Number 4
Prepare specific examples from your previous experience that demonstrate your skills in client support, compliance, and teamwork. Being able to articulate these experiences clearly will help you stand out as a strong candidate 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 your relevant experience as an IFA Administrator. Focus on your skills in processing new business, client communication, and compliance to align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to support financial planners and manage documentation effectively.
Highlight Relevant Skills: In your application, emphasise skills such as attention to detail, organisational abilities, and familiarity with back-office systems. These are crucial for the role and will make your application stand out.
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.
How to prepare for a job interview at Finlink Ltd
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services and the role of an IFA administrator. Understand the key responsibilities, such as processing new business and ensuring compliance, so you can speak confidently about how your experience aligns with the job.
✨Showcase Your Communication Skills
As you'll be communicating with clients and providers, it's essential to demonstrate your strong communication skills during the interview. Prepare examples of how you've effectively communicated in previous roles, especially in challenging situations.
✨Highlight Your Teamwork Experience
This role involves working closely with the office manager and financial planners, so be ready to discuss your experience in a team environment. Share specific instances where you collaborated successfully with others to achieve a common goal.
✨Prepare Questions About Growth Opportunities
Since the company has exciting growth plans, prepare thoughtful questions about potential career progression within the organisation. This shows your interest in long-term development and commitment to contributing to the company's success.
