At a Glance
- Tasks: Support clients in financial planning and build meaningful relationships.
- Company: Top UK accountancy firm with a people-first approach.
- Benefits: Flexible working hours, 25 days holiday, and employee recognition awards.
- Other info: Agile working with 2 WFH days per week and excellent career growth opportunities.
- Why this job: Shape your career with award-winning development programmes and make a real impact.
- Qualifications: Proactive attitude, attention to detail, and advanced Microsoft Office skills.
The predicted salary is between 30000 - 40000 £ per year.
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 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
- Helping to manage the consultant diary to help ensure the most effective use of their time
- Proactively get involved and contribute ideas as part of continuous improvement. Support and embrace necessary changes. Share best practice and knowledge
What you’ll need to succeed:
- A proactive and positive approach
- The ability to take initiative
- Attention to detail
- Confidence to seek guidance or refer complex/unusual/non-compliant cases to the Operations or Compliance Manager
- Appreciation and understanding of how other roles within the department are inter-dependant
- Advanced experience using the full Microsoft Office Suite
What you’ll get in return:
- Full time, permanent position
- Agile working - Flexibility of core hours from 10am to 2pm
- 2 WFH days per week
- 25 days holiday plus bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)
- Employee recognition awards
- A competitive salary package
If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV, or call us now. If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
IFA Administrator in London employer: Hays
As one of the UK's leading accountancy firms, this multi-national organisation prioritises a people-first culture that fosters professional growth and development. With access to award-winning training programmes, flexible working arrangements, and a supportive environment, employees are empowered to build meaningful client relationships while enjoying a competitive salary and generous holiday benefits. This is an excellent opportunity for those seeking a rewarding career in financial planning within a dynamic and collaborative team.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. Understand their values and how you can contribute to their success. This will help you stand out as someone who genuinely cares about the position.
✨Tip Number 3
Practice your interview skills with a friend or in front of a mirror. Focus on articulating your experiences and how they relate to the role of an IFA Administrator. Confidence is key!
✨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 are proactive and take the initiative to reach out directly.
We think you need these skills to ace IFA Administrator in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the IFA Administrator role. Highlight your proactive approach and attention to detail, as these are key traits we're looking for.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this position. Share specific examples of how you've built client relationships or tackled challenges in previous roles.
Showcase Your Microsoft Office Skills:Since advanced experience with the Microsoft Office Suite is essential, don’t forget to mention any relevant projects or tasks where you’ve used these tools effectively.
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 without any hiccups!
How to prepare for a job interview at Hays
✨Know Your Stuff
Make sure you brush up on the key responsibilities of the IFA Administrator role. Understand the new business process and how it fits into the bigger picture of client support. Being able to discuss specific examples of how you've handled similar tasks in the past will show your potential employer that you're ready to hit the ground running.
✨Show Off Your People Skills
Since this role involves building meaningful client relationships, be prepared to talk about your experience in managing client interactions. Think of examples where you've successfully resolved issues or improved client satisfaction. This will demonstrate your proactive approach and ability to take initiative.
✨Be a Problem Solver
The job requires troubleshooting within the Client Support Team, so come prepared with examples of how you've tackled challenges in previous roles. Highlight your ability to find solutions and implement them effectively, as well as your willingness to seek guidance when necessary.
✨Stay Current
Familiarise yourself with recent legislative and regulatory changes relevant to the financial planning sector. Showing that you keep up-to-date with industry developments will reflect your commitment to continuous professional development and your understanding of the importance of compliance in the role.
