At a Glance
- Tasks: Support financial advisers and clients with administrative tasks in a friendly team.
- Company: Established independent financial advice business in the Wirral.
- Benefits: Gain hands-on experience in financial services and work closely with a supportive team.
- Other info: Join a small team where your contributions truly matter.
- Why this job: Make a real impact by helping clients navigate their financial journeys.
- Qualifications: Experience in financial services administration and familiarity with investment platforms.
The predicted salary is between 31500 - 38500 £ per year.
We are looking for an experienced IFA Administrator / Financial Planning Administrator to join our established independent financial advice business in the Wirral. This would suit someone who enjoys working as part of a small, friendly and close-knit team, where you can take ownership of your work and play an important role in supporting advisers and clients. Ideally, you will already have experience working within an IFA, financial planning or wealth management business.
The role will involve providing day-to-day administrative support to our financial advisers and helping ensure client cases progress smoothly from initial meeting through to implementation and ongoing servicing. Typical responsibilities will include:
- Processing new investment, pension and retirement business
- Preparing and submitting client applications
- Obtaining valuations and information from existing providers
- Processing Letters of Authority and chasing providers
- Dealing with pension transfers, investments, ISAs and other financial products
- Working with modern investment platforms and provider systems
- Dealing with older or legacy pension and investment products and providers
- Processing withdrawals, contributions, switches and other client instructions
- Preparing information ahead of client review meetings
- Maintaining accurate client records and updating internal systems
- Liaising with providers, platforms and clients by telephone and email
- Monitoring outstanding cases and proactively chasing progress
- Supporting advisers with the ongoing servicing of existing clients
- General financial planning administration as required
You should be:
- Experienced in financial services administration
- Experience with Intelligent Office & Plannr
- Comfortable dealing with pensions and investments
- Familiar with both modern platforms and more traditional or legacy products
- Confident contacting providers and progressing cases
- Well organised with good attention to detail
- Comfortable managing several client cases at the same time
- Confident using provider websites and financial planning systems
- Professional and friendly when dealing with clients
- Able to work independently while also being part of a small team
- Someone who enjoys taking responsibility for getting things done
Experience dealing with older life company products, legacy pensions, investment bonds and traditional provider arrangements would be particularly useful.
About us: FPC Financial Services Ltd is an established independent financial advice business based in the Wirral. We advise clients across a broad range of financial planning areas including pensions, investments, retirement planning and complex tax planning. We're a small team, so this is not a role where you will simply become another number in a large administration department. You'll work closely with the advisers and wider team, have visibility over client cases from start to finish, and become an important part of the day-to-day running of the business.
IFA Administrator employer: FPC Financial Services Ltd Careers
FPC Financial Services Ltd is an excellent employer located in the Wirral, offering a supportive and collaborative work environment where you can truly make a difference. As part of a small, close-knit team, you'll have the opportunity to take ownership of your work while benefiting from ongoing professional development and a strong focus on employee well-being. With a commitment to providing meaningful financial advice, we ensure that our staff are valued and empowered to grow within their roles.
Contact Details:
FPC Financial Services Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator
✨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
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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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Don’t shy away from reaching out directly to firms like FPC Financial Services Ltd Careers. 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
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 FPC Financial Services Ltd Careers.
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 FPC Financial Services Ltd Careers'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 FPC Financial Services Ltd Careers
✨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 FPC Financial Services Ltd Careers.
✨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 FPC Financial Services Ltd Careers 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 FPC Financial Services Ltd Careers 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.
