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For Companies At a Glance
- Tasks: Support financial plans and policies, ensuring smooth case processing and exceptional service.
- Company: Dynamic financial services firm in North London with a collaborative culture.
- Benefits: Competitive salary of £35,000, flexible hybrid working, and professional growth opportunities.
- Other info: Structured progression path with support for professional qualifications.
- Why this job: Join a supportive team and progress towards Paraplanning or Advisory roles.
- Qualifications: Experience in IFA administration and proficiency in financial back-office systems required.
The predicted salary is between 28000 - 42000 £ per year.
We are seeking a detail-oriented and proactive IFA Administrator to join our team in North London. In this pivotal role, you will support the onboarding, submission, and ongoing servicing of a wide range of financial plans and policies. You will act as a key point of coordination between our Advisers, Paraplanners, and clients to ensure seamless case processing and exceptional service delivery.
Key Responsibilities
- New Business Processing: Submit various forms of new business (Pensions, ISAs, GIAs, Protection) following company procedures, including creating CommPay lodgements and setting up initial investments.
- Case Management: Monitor case status and ensure plans progress smoothly to transfer or completion.
- Client & Adviser Support: Liaise directly with clients and advisers to provide updates on timescales and send out essential documentation like application summaries and contract notes.
- Data & Compliance: Maintain accurate records within Xplan (or similar back-office systems), ensuring all documentation is correctly categorised and that "four-eyes" quality checks are conducted on all submissions.
- Revenue Management: Match initial and ongoing revenue payments and ensure data feeds are accurately linked to policies.
Requirements
- Experience: Previous experience in an IFA administration or financial services support role is essential.
- Technical Skills: Proficiency in financial back-office systems (e.g., Xplan, Intelligent Office) and Microsoft Office.
- Attention to Detail: High level of accuracy in data entry and a commitment to maintaining compliance integrity.
- Communication: Excellent verbal and written communication skills for professional client and provider liaison.
- Education: A strong foundation in Maths and English (GCSE grade B or above) is typically required.
Why Join Us?
- Competitive Compensation: A salary of £35,000 plus benefits.
- Flexible Hybrid Working: Balance your time between our North London office and remote work.
- Professional Growth: We are committed to your development. This role offers a structured progression path into Paraplanning or Advisory roles, with full support for professional qualifications (such as CII or LIBF diplomas).
- Supportive Environment: Work within a collaborative team that values quality assurance and continuous improvement.
To apply, please submit your CV and a brief cover letter outlining your relevant experience in financial services administration.
IFA Administrator employer: Frey Consulting Group
Contact Detail:
Frey Consulting Group 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 services industry, especially those who work as IFA Administrators or in similar roles. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and compliance regulations. We want you to shine when discussing Pensions, ISAs, and other key areas during your interview. Show them you’re the detail-oriented candidate they need!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can keep you fresh in their minds and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’d be a perfect fit for their team.
✨Tip Number 4
Apply through our website for the best chance at landing the job! We love seeing applications directly from candidates who are genuinely interested in joining our team. Make sure to highlight your relevant experience in financial services administration!
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in IFA administration or financial services. We want to see how your skills match the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific experiences that relate to the key responsibilities we’ve outlined in the job description.
Show Off Your Attention to Detail: Since this role requires a high level of accuracy, make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so let that shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Frey Consulting Group
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial products like Pensions, ISAs, and Protection plans. Being able to discuss these confidently will show that you're not just familiar with the role but also genuinely interested in the industry.
✨Master the Tech
Familiarise yourself with back-office systems like Xplan or Intelligent Office before the interview. If you can demonstrate your proficiency with these tools, it’ll give you a leg up and show that you’re ready to hit the ground running.
✨Showcase Your Attention to Detail
Prepare examples from your past experience where your attention to detail made a difference. Whether it’s catching an error in documentation or ensuring compliance, being able to articulate these moments will highlight your suitability for the role.
✨Communicate Effectively
Practice your verbal and written communication skills. You’ll need to liaise with clients and advisers, so being clear and professional in your responses during the interview will reflect how you’d handle real-life interactions in the job.