At a Glance
- Tasks: Support Financial Advisers with client administration and complex case management.
- Company: Established financial planning business focused on high-quality client service.
- Benefits: Competitive salary, 25 days' leave, pension, and flexible benefits.
- Other info: Opportunities for professional development and progression in financial planning.
- Why this job: Join a dynamic team and grow your career in financial services.
- Qualifications: Experience in IFA administration, strong organisational skills, and client-facing confidence.
The predicted salary is between 39600 - 48400 £ per year.
An established and growing financial planning business is looking to appoint a Senior IFA Administrator to support a Financial Adviser and wider team in delivering a high-quality service to clients. This is a varied role covering both technical and client-facing administration, with exposure to more complex cases and the opportunity to continue developing your knowledge of financial planning and the wider business.
The role
You will work closely with the Financial Adviser, providing comprehensive administrative and technical support across the full advice process. Responsibilities will include:
- Preparing client reports, valuations, quotations and recommendations
- Maintaining accurate and up-to-date client records and systems
- Supporting advisers with the preparation and implementation of advice
- Working on more complex cases and producing clear, accurate documentation
- Researching information and preparing professional client reports
- Liaising directly with clients by telephone and face-to-face
- Keeping up to date with relevant industry and legislative changes
- Building strong relationships with clients, advisers and other key stakeholders
About you
We're looking for someone with solid experience within IFA / financial planning administration, who is comfortable working independently and supporting advisers across a varied workload. You'll ideally have:
- Strong attention to detail and excellent organisational skills
- The ability to analyse information and solve problems effectively
- Confidence dealing with clients and professional stakeholders
- Good technical knowledge of the financial planning process
- Strong written and verbal communication skills
- A proactive approach and the ability to make sound decisions
- A genuine interest in continuing to develop within financial services
There is also scope to continue progressing your technical knowledge and professional qualifications as part of the role.
What's on offer
- Competitive salary
- 25 days' annual leave, increasing with length of service
- Company pension
- Death-in-service benefit
- Flexible benefits
- Enhanced family-friendly policies
- Cycle-to-work scheme
- Electric vehicle scheme, subject to eligibility
If you're an experienced IFA Administrator looking for a role where you can take ownership, work closely with advisers and continue developing your career within financial planning, I'd be interested in speaking with you.
Senior Administrator in Peterborough employer: Focus Search and Selection
Join a dynamic and innovative team as an R&D Technical Consultant in Manchester, where you'll have the opportunity to engage directly with clients and contribute to groundbreaking projects. Our company fosters a collaborative work culture that values curiosity and technical expertise, offering ample opportunities for professional growth and development. With a focus on quality and client relationships, we provide a supportive environment that encourages you to challenge yourself and excel in your career.
Contact Details:
Focus Search and Selection Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Administrator in Peterborough
✨Tap into Campus Networks
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✨Get Certified
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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.
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We think you need these skills to ace Senior Administrator in Peterborough
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 Focus Search and Selection.
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 Focus Search and Selection'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 Focus Search and Selection
✨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 Focus Search and Selection.
✨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 Focus Search and Selection 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 Focus Search and Selection 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.
