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- Tasks: Support advisers, manage documentation, and ensure clients receive tailored service.
- Company: Reputable financial planning firm focused on lifestyle planning.
- Benefits: Hybrid working options, professional development, and a collaborative environment.
- Why this job: Join a team that values long-term relationships and personal client service.
- Qualifications: Experience in IFA administration and strong organisational skills required.
- Other info: Opportunity for career growth in a dynamic financial services environment.
The predicted salary is between 36000 - 60000 £ per year.
Fram is working with a well-regarded financial planning firm in northwest Dorset that provides bespoke advice to professionals, entrepreneurs, and families. The business is directly authorised and independent, with a strong focus on lifestyle planning and long‑term relationships.
The team is looking for an experienced IFA administrator to support two advisers and act as a key point of contact for clients. This is a broad role involving meeting preparation, managing documentation, maintaining accurate records, and working closely with advisers to ensure clients receive a tailored, personal service. You’ll be involved across the full client journey, and the environment is collaborative and professional.
Once up to speed, hybrid working is available for up to two days per week. We’re keen to speak with individuals who have experience in IFA or financial planning administration, ideally with knowledge of systems like Transact or IO. You should be highly organised, comfortable juggling priorities, and confident communicating with clients. A background in UK financial planning is essential, and while Level 4 isn’t required, it would be an advantage.
IFA Administrator employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who know the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of systems like Transact or IO. Show that you’re not just familiar with them but can also discuss how they enhance client service. We want to see your expertise shine!
✨Tip Number 3
Practice your communication skills! Since you'll be a key point of contact for clients, being able to articulate your thoughts clearly and confidently is crucial. Role-play with a friend or record yourself to improve.
✨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 engage with us directly.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the IFA Administrator role. Highlight your experience in financial planning administration and any relevant systems you've used, like Transact or IO. We want to see how your skills match what we're looking for!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Share why you're passionate about financial planning and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Organisational Skills: In this role, being organised is key. Use examples from your past experiences to demonstrate how you've successfully managed multiple priorities. We want to know how you keep everything on track while providing excellent client service.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at Fram Search
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the specific systems mentioned in the job description, like Transact or IO. Being able to discuss these tools confidently will show that you're ready to hit the ground running.
✨Showcase Your Organisation Skills
As an IFA Administrator, being organised is key. Prepare examples from your past experience where you've successfully managed multiple priorities or streamlined processes. This will demonstrate your ability to handle the demands of the role.
✨Client Communication is Key
Since you'll be a point of contact for clients, practice articulating how you would handle client queries or concerns. Think of scenarios where you've provided excellent customer service and be ready to share those stories.
✨Emphasise Team Collaboration
This role involves working closely with advisers, so highlight your experience in collaborative environments. Be prepared to discuss how you've contributed to team success in previous roles, as this will resonate well with the firm's focus on long-term relationships.
