At a Glance
- Tasks: Support Financial Advisers and ensure smooth client service delivery.
- Company: Modern financial planning firm that values its people and promotes growth.
- Benefits: 25 days leave, birthday off, 9-day working fortnight, and private medical insurance.
- Other info: Enjoy a supportive environment with excellent career development opportunities.
- Why this job: Join a collaborative team and make a real impact on clients' financial journeys.
- Qualifications: Experience in IFA administration and strong communication skills required.
The predicted salary is between 32000 - 32000 £ per year.
This opportunity would suit an experienced IFA Administrator who enjoys being a key part of the client journey and wants to join a modern, forward-thinking financial planning business that genuinely invests in its people. If you take pride in delivering a high standard of service, enjoy working closely with advisers and clients, and want to be part of a business that values professionalism, flexibility, and personal development, this could be an excellent next step.
The Business
This is a well-established financial planning firm that provides personalised advice across pensions, investments, protection, and retirement planning. The business has built its reputation on delivering high-quality client outcomes and maintaining exceptional standards of service. You will be joining a collaborative team environment where employee wellbeing, professional development, and client care sit at the heart of the business. The company offers a progressive culture with a strong focus on supporting staff both professionally and personally.
The Role
Working as an IFA Administrator, you will provide essential support to Financial Advisers and help ensure the smooth delivery of advice and ongoing client service. Your responsibilities will include:
- Processing new business across pensions, investments, ISAs, bonds, and protection products
- Preparing client review packs, valuations, and supporting documentation
- Obtaining policy information and illustrations from providers and platforms
- Submitting and managing letters of authority
- Maintaining accurate client records and updating back-office systems
- Liaising with clients, providers, and advisers regarding queries and outstanding requirements
- Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements
- Working closely with advisers and paraplanners to deliver an outstanding client experience
About You
To be considered for this role, you should already have experience working within an IFA or wealth management environment and be confident managing a variety of administrative responsibilities across the financial planning process. Ideally, you will have:
- Experience in an IFA Administration role
- Experience dealing with pensions, investments, ISAs, protection, and related products
- Strong understanding of new business processing and ongoing client servicing
- Experience using provider platforms and back-office systems
- Excellent attention to detail and organisational skills
- Strong communication skills and a professional client-focused approach
- A proactive attitude and the ability to work effectively within a team environment
Benefits
25 days annual leave plus bank holidays
Your birthday off each year
Additional paid leave during the Christmas shutdown period
9-day working fortnight with a paid day off every other week
5% employer pension contribution via salary sacrifice
Death in Service cover of 10x salary
Private Medical Insurance
Healthcare Cash Plan
Employee discounts and benefits programme
Financial support and study leave for professional qualifications
Referral bonus scheme
Discretionary performance bonus scheme
Additional Information
This is an excellent opportunity to join a growing and highly regarded financial planning business that offers genuine work-life balance, strong employee benefits, and long-term career development within a supportive and professional environment.
IFA Administrator in Liverpool employer: Finlink Ltd
Join a modern and forward-thinking financial planning firm in Liverpool/Southport that prioritises employee wellbeing and professional development. With a collaborative team culture, generous benefits including a 9-day working fortnight, and a commitment to delivering high-quality client outcomes, this is an excellent opportunity for an IFA Administrator looking to grow in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Liverpool
✨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 Finlink Ltd. 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 in Liverpool
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 Finlink Ltd.
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 Finlink Ltd'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 Finlink Ltd
✨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 Finlink Ltd.
✨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 Finlink Ltd 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 Finlink Ltd 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.
