Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients in financial planning and build meaningful relationships.
- Company: Top UK accountancy firm with a people-first approach.
- Benefits: Access to award-winning development programmes and career shaping resources.
- Other info: Dynamic environment with opportunities for growth and learning.
- Why this job: Make a real impact in client support and drive results.
- Qualifications: Proactive, self-assured individuals with strong relationship-building skills.
The predicted salary is between 30000 - 40000 £ per year.
Your new company
This organisation is one of the UK's top accountancy firms and a leading professional services provider. They deliver services through a range of divisions, including tax, audit and assurance, wealth management and business advisory services. They're people-first, and this approach really sets them apart. They understand your role is crucial to their success, and will invest in you by giving you access to award-winning development programmes and resources that will give you the freedom to shape your career.
Your new role
Your work in financial planning goes beyond the numbers, allowing you to build up meaningful client relationships, understand their business and deliver insights that will drive real results. Working within the Client Support Team, you'll work closely with the Senior Client Support to be a point of contact, deal with all aspects of the new business process and ensure all objectives are achieved on a timely basis. As such, this role would be suited to someone who is self-assured, proactive and has the ability to build long-lasting relationships.
Key responsibilities include:
- Providing 'subject matter expert' input as appropriate and when requested, and provide appropriate training, direction and support for others where needed
- Troubleshooting issues within the Client Support Team, finding solutions and implementing them, seeking support from senior management where appropriate
- Dealing with all aspects of the new business process and ongoing servicing of clients' plans, liaising with colleagues in other service lines and product providers as appropriate
- Taking ownership for keeping up to date with legislative / regulatory changes / CPD
- Being a point of contact for clients, colleagues and external stakeholders
- Adhering to regulatory requirements, compliance procedures, departmental and firm-wide processes
IFA Administrator employer: HAYS Specialist Recruitment
Contact Detail:
HAYS Specialist Recruitment 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 people in the industry, attend events, and connect on LinkedIn. Building relationships can open doors that applications alone can't.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how you can contribute to their people-first approach. This will help you stand out as a candidate who truly gets them.
✨Tip Number 3
Showcase your skills during interviews by sharing relevant experiences. Use the STAR method (Situation, Task, Action, Result) to structure your answers and demonstrate how you've tackled challenges in the past.
✨Tip Number 4
Don't forget to follow up after interviews! A simple thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the IFA Administrator role. Highlight any relevant experience in client support or financial planning, and don’t forget to showcase your ability to build relationships!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your proactive nature will benefit the Client Support Team. Keep it engaging and personal – we want to see your personality!
Showcase Your Problem-Solving Skills: In your application, mention specific examples where you've successfully troubleshot issues or implemented solutions. This will demonstrate your capability to handle challenges within the team and show us you’re ready for the role.
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 the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at HAYS Specialist Recruitment
✨Know Your Numbers
As an IFA Administrator, you'll be dealing with financial planning and client relationships. Brush up on your knowledge of financial regulations and recent changes in the industry. This will not only show your expertise but also demonstrate your commitment to staying informed.
✨Showcase Your People Skills
This role is all about building meaningful client relationships. Prepare examples from your past experiences where you've successfully managed client interactions or resolved issues. Highlighting your proactive approach and ability to connect with clients will set you apart.
✨Be Ready to Troubleshoot
The job involves troubleshooting within the Client Support Team. Think of scenarios where you've identified problems and implemented solutions. Be prepared to discuss these during the interview to showcase your problem-solving skills and initiative.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's culture, development programmes, and how they support their employees. This shows you're genuinely interested in the role and helps you assess if it's the right fit for you.