Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a team to manage client relations and process financial transactions efficiently.
- Company: Award-winning financial planning organisation with a stellar reputation.
- Benefits: Competitive salary, flexible hours, hybrid working, and generous holiday allowance.
- Other info: Enjoy modern office facilities and excellent career growth opportunities.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: 1+ years in IFA practice, strong organisational skills, and attention to detail.
The predicted salary is between 30000 - 31000 £ per year.
Working for a well established financial planning organisation who have won awards and have a fantastic reputation in their field.
Working as part of a team of 10 Client Relations Administrators reporting to the Client Relations Team Manager.
- Processing transfers, top ups, withdrawals, income, contributions, fund switches, BED and ISA and protection in an accurate and timely fashion through to completion.
- Using 3rd party platforms and having an understanding of their processing times.
- Managing your own individual workload using a personal diary system to ensure tasks are completed and on time.
- Investigating and handling any client or Consultant queries.
- Managing post relating to new business cases.
- Dealing with client and provider queries by phone and email.
- Following compliance procedures and requirements of 3rd party providers.
- Keeping client records updated on the back office systems.
- Occasionally covering the reception area when required, greeting visitors, managing the post and answering calls.
The ideal candidate will have at least 1 years experience working for an IFA practice or provider, experience of understanding pension and investment products with an excellent telephone manner and attention to detail. Must be someone who has strong organisational skills with the ability to multi-task; experience of using IO would be very desirable.
The role pays a competitive salary along with a whole range of great benefits including hybrid working after a probationary period, flexible working hours, contributory group pension scheme, income protection scheme, 25 days holiday + statutory bank holidays increasing with length of service up to 28 days, free parking on site, 4 X Salary life assurance and modern office facilities.
For further information about this opportunity please forward your CV to Louise for immediate consideration. Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.
IFA Administrator in England employer: Forrest Recruitment
Contact Detail:
Forrest Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, especially those who might know someone at the company you're eyeing. A friendly chat can sometimes lead to a referral, which is gold dust in job hunting.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of pension and investment products. We want you to shine when discussing your experience and how it relates to the role. Practice common interview questions and have your own ready to show your interest!
✨Tip Number 3
Show off your organisational skills! During the interview, share examples of how you've managed your workload effectively in previous roles. This will demonstrate that you can handle the individual tasks required for the IFA Administrator position.
✨Tip Number 4
Don’t forget to follow us on LinkedIn! We regularly post updates about new vacancies and recruitment info. Staying connected with us can give you an edge and keep you in the loop about opportunities that match your skills.
We think you need these skills to ace IFA Administrator in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience with pension and investment products, and don’t forget to mention any relevant skills like using IO or managing client queries.
Show Off Your Attention to Detail: In this role, attention to detail is key! Use your application to demonstrate how you've successfully managed tasks in a timely manner and handled client queries accurately in the past.
Be Clear and Concise: When writing your cover letter, keep it clear and concise. We want to see your personality shine through, but also ensure you’re getting straight to the point about why you’re the perfect fit for us!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity with all the great benefits we offer.
How to prepare for a job interview at Forrest Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pension and investment products. The interviewers will likely ask you about your experience in these areas, so being able to speak confidently about them will show that you're the right fit for the role.
✨Show Off Your Organisational Skills
Since this role involves managing your own workload, be prepared to discuss how you stay organised. Bring examples of how you've used personal diary systems or other tools to keep track of tasks and ensure timely completion.
✨Practice Your Communication Skills
With a focus on client relations, having an excellent telephone manner is crucial. Consider doing mock interviews with a friend to practice articulating your thoughts clearly and professionally, especially when handling queries.
✨Familiarise Yourself with Compliance Procedures
Understanding compliance is key in this role. Take some time to review common compliance procedures related to financial planning and be ready to discuss how you would ensure adherence to these in your day-to-day tasks.