At a Glance
- Tasks: Support Financial Advisors and manage client relationships in a rewarding role.
- Company: Established Independent Financial Advisory firm with a strong local reputation.
- Benefits: Salary up to £32,000, 25 days holiday, pension scheme, and flexible hours.
- Other info: Opportunity for professional development in a positive working environment.
- Why this job: Join a close-knit team and develop your career in financial services.
- Qualifications: Experience as an IFA Administrator or similar role; Intelliflo experience is a plus.
The predicted salary is between 40000 - 50000 £ per year.
Are you an experienced Financial Services Administrator looking for your next opportunity in Shrewsbury? This Financial Services Administrator job offers the chance to join a well-established local firm where you can make a real impact.
As a Financial Services Administrator, you'll be supporting 2 Financial Advisors alongside a Paraplanner, playing a key role in delivering excellent service to clients. This is a varied and rewarding position where you'll be involved throughout the full financial planning process, whether that's wealth management or mortgage administration.
Your Responsibilities
- Building strong client relationships - welcoming clients to the office, liaising with them to organize meetings, and following up on outstanding information
- Meeting preparation - preparing client files ahead of time and liaising with the Financial Advisors to identify upcoming tasks
- Processing - issuing LOAs, submitting business, and updating the CRM system (Intelliflo)
- Provider liaison - chasing providers for outstanding items to keep cases moving forward
This is an excellent opportunity for a Financial Services Administrator who wants to develop their career. The company is committed to professional development, as demonstrated by their current Paraplanner who started as an Administrator with the firm.
Requirements
- Essential: Experience as an IFA Administrator, Mortgage Administrator, or similar Financial Services Administrator role
- Desirable: Intelliflo experience would be ideal
- Essential: Ability to manage multiple tasks and complete within agreed timescales
- Desirable: Experience in either wealth management or mortgage administration (training can be provided in the other area)
The Company
This long-established Independent Financial Advisory firm has built a strong reputation in the Shrewsbury area. Their close-knit team of circa 8 people enjoy working together, with many team members having been with the firm for 10+ years, demonstrating the positive working environment.
Benefits
- Salary of up to £32,000 depending on experience
- 25 days holiday + bank holidays
- Pension scheme
- 37.5 hours per week (part-time arrangements would be considered)
- Flexible start/finish times if desired
- Mainly office-based role
Location
Location - Shrewsbury
IFA Administrator in Shrewsbury employer: FM JOBS LIMITED
FM JOBS LIMITED is an exceptional employer that prioritises employee growth and development, offering a clear path to Chartered status for Paraplanners. With a supportive work culture that encourages collaboration across offices and the flexibility of hybrid working, employees can thrive in a dynamic environment while delivering high-quality financial planning services.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Shrewsbury
✨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 FM JOBS LIMITED. 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 Shrewsbury
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 FM JOBS LIMITED.
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 FM JOBS LIMITED'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 FM JOBS LIMITED
✨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 FM JOBS LIMITED.
✨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 FM JOBS LIMITED 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 FM JOBS LIMITED 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.
