At a Glance
- Tasks: Provide admin support to advisors and manage client records in a collaborative environment.
- Company: Join a respected Wealth Management firm with a supportive team culture.
- Benefits: Stable work environment with a friendly, close-knit team.
- Other info: Opportunity to work in a dynamic setting with strong values.
- Why this job: Be part of a growing firm that values your contributions and offers career stability.
- Qualifications: Experience in IFA administration and proficiency with Intelligent Office is essential.
The predicted salary is between 36000 - 60000 € per year.
Join to apply for the IFA Administrator role at Fram Search
Fram is delighted to be working with a highly successful Financial Planning firm in Berkshire who is looking for an experienced IFA Administrator to join their growing team.
Our client provides high-quality, independent financial advice to both individuals and businesses, covering pensions, investments, protection, and mortgages. They pride themselves on combining technical expertise with a genuinely client-focused service.
Due to continued growth and internal movement, they are now seeking a talented administrator to support three advisors within a collaborative pod system – ensuring a smooth, efficient, and positive working environment.
This is a fantastic opportunity for someone with proven IFA administration experience who is looking for a stable, well-established firm with a friendly, close-knit team culture.
What you’ll be doing:
- Providing comprehensive administrative support to a team of Advisors and Paraplanners.
- Maintaining and updating the client database (Intelligent Office).
- Processing new business applications and managing client records.
- Assisting with basic report writing and documentation.
- Liaising with clients, providers, and the advisory team to ensure excellent service.
- Handling general office administration as part of a supportive team.
What we’re looking for:
- Previous experience in an IFA administration role (essential).
- Proficiency with Intelligent Office (IO) – must be confident using this system.
- Strong organisational skills and the ability to manage multiple tasks at once.
- Proficient in Microsoft Office Suite.
- Background in financial planning (independent experience preferred, but not essential).
- Work with a respected, client-focused Wealth Manager with strong values.
- Join a stable, supportive, and friendly team where your contribution is valued.
- Be part of a firm that is continuing to grow while maintaining a collaborative culture.
Seniority Level
Not Applicable
Employment Type
Full-time
Job Function
Administrative and Finance
Industries
Financial Services and Investment Management
Referrals increase your chances of interviewing at Fram Search by 2x.
IFA Administrator in Maidenhead employer: Fram Search
Join a respected Wealth Management firm in Berkshire that values collaboration and employee growth. With a supportive team culture and a commitment to high-quality, independent financial advice, this is an excellent opportunity for an IFA Administrator to thrive in a stable environment where your contributions are recognised and valued. Enjoy the benefits of working within a close-knit team while being part of a firm that prioritises client-focused service and continuous development.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Maidenhead
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world 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
Get social! Follow companies you're interested in on LinkedIn and engage with their posts. This not only shows your interest but also helps you stay updated on any job openings they might post. Plus, it’s a great way to connect with potential future colleagues.
✨Tip Number 3
Prepare for interviews by practising common questions specific to IFA administration. Think about how your experience with Intelligent Office and client management can shine through. We want you to feel confident and ready to impress!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect directly with us.
We think you need these skills to ace IFA Administrator in Maidenhead
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your IFA administration experience and any relevant skills, especially with Intelligent Office. We want to see how your background aligns with what we're looking for!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Share why you're excited about the role and how you can contribute to our collaborative culture. Let us know what makes you a great fit for our team.
Showcase Your Organisational Skills:In your application, give examples of how you've managed multiple tasks in previous roles. We love seeing candidates who can juggle responsibilities while maintaining a high level of service.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity with our supportive team!
How to prepare for a job interview at Fram Search
✨Know Your Intelligent Office
Make sure you brush up on your Intelligent Office skills before the interview. Familiarise yourself with its features and how it can streamline administrative tasks. Being able to discuss your experience with this system will show that you're ready to hit the ground running.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed multiple tasks in previous roles. Think about specific situations where your organisational skills made a difference. This will demonstrate your ability to thrive in a busy environment, which is key for an IFA Administrator.
✨Emphasise Team Collaboration
Since the role involves working within a collaborative pod system, be ready to talk about your experiences in team settings. Share stories that highlight your ability to support colleagues and contribute to a positive team culture. This will resonate well with the firm's values.
✨Prepare for Client Interaction Scenarios
Expect questions about how you would handle client interactions. Think of examples where you've successfully liaised with clients or resolved issues. Showing that you can maintain excellent service while managing administrative duties will set you apart.
