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- Tasks: Support financial plans and policies, ensuring smooth case processing and exceptional service.
- Company: Dynamic financial services firm in North London with a collaborative culture.
- Benefits: £35,000 salary, flexible hybrid working, and professional development opportunities.
- Other info: Great opportunity for growth into Paraplanning or Advisory roles.
- Why this job: Join a supportive team and kickstart your career in finance with clear progression paths.
- Qualifications: Experience in IFA administration and proficiency in financial back-office systems required.
The predicted salary is between 35000 - 35000 £ per year.
We are seeking a detail-oriented and proactive IFA Administrator to join our team in North London. In this pivotal role, you will support the onboarding, submission, and ongoing servicing of a wide range of financial plans and policies. You will act as a key point of coordination between our Advisers, Paraplanners, and clients to ensure seamless case processing and exceptional service delivery.
Key Responsibilities
- New Business Processing: Submit various forms of new business (Pensions, ISAs, GIAs, Protection) following company procedures, including creating CommPay lodgements and setting up initial investments.
- Case Management: Monitor case status and ensure plans progress smoothly to transfer or completion.
- Client & Adviser Support: Liaise directly with clients and advisers to provide updates on timescales and send out essential documentation like application summaries and contract notes.
- Data & Compliance: Maintain accurate records within Xplan (or similar back-office systems), ensuring all documentation is correctly categorised and that 'four-eyes' quality checks are conducted on all submissions.
- Revenue Management: Match initial and ongoing revenue payments and ensure data feeds are accurately linked to policies.
Requirements
- Experience: Previous experience in an IFA administration or financial services support role is essential.
- Technical Skills: Proficiency in financial back-office systems (e.g., Xplan, Intelligent Office) and Microsoft Office.
- Attention to Detail: High level of accuracy in data entry and a commitment to maintaining compliance integrity.
- Communication: Excellent verbal and written communication skills for professional client and provider liaison.
- Education: A strong foundation in Maths and English (GCSE grade B or above) is typically required.
Why Join Us?
- Competitive Compensation: A salary of £35,000 plus benefits.
- Flexible Hybrid Working: Balance your time between our North London office and remote work.
- Professional Growth: We are committed to your development. This role offers a structured progression path into Paraplanning or Advisory roles, with full support for professional qualifications (such as CII or LIBF diplomas).
- Supportive Environment: Work within a collaborative team that values quality assurance and continuous improvement.
To apply, please submit your CV and a brief cover letter outlining your relevant experience in financial services administration.
IFA Administrator in London employer: Fintro
Contact Detail:
Fintro Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and services. Be ready to discuss how your previous experience aligns with the responsibilities of the role, especially around case management and client support.
✨Tip Number 3
Showcase your attention to detail during the interview. Bring examples of how you've maintained compliance and accuracy in past roles. This will demonstrate that you’re the right fit for ensuring seamless case processing.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at StudySmarter.
We think you need these skills to ace IFA Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in IFA administration or financial services. We want to see how your skills match the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific experiences that relate to the job description and show us your enthusiasm for the role.
Show Off Your Attention to Detail: Since this role requires a high level of accuracy, make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so let that shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Fintro
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific responsibilities of an IFA Administrator. Familiarise yourself with terms like Pensions, ISAs, and compliance processes. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy, be prepared to discuss examples from your past where your attention to detail made a difference. Whether it's catching an error in documentation or ensuring compliance, highlight how your meticulous nature can benefit their team.
✨Communicate Clearly
Excellent communication is key in this role. Practice articulating your thoughts clearly and concisely. During the interview, make sure to listen actively and respond thoughtfully, demonstrating that you can liaise effectively with clients and advisers.
✨Ask Insightful Questions
Prepare some questions that show your interest in the company and the role. Inquire about their onboarding process, how they support professional growth, or what tools they use for case management. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.