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For Companies At a Glance
- Tasks: Support clients and process new business in a dynamic financial services environment.
- Company: Join a reputable IFA firm in Cheshire with a focus on client service.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Two years in financial planning support and strong communication skills required.
- Other info: Opportunity for career advancement in a structured and organised setting.
The predicted salary is between 25000 - 29000 £ per year.
Location: Cheshire
Salary: £25000 - £29000 (permanent, on‑site)
Purpose of the Role
This position is focused on processing new business, servicing existing clients, and supporting the delivery of ongoing advice. The role includes platform‑based work, generating illustrations, and direct communication with clients and providers. The successful candidate will play a key role in maintaining operational efficiency and ensuring high standards of risk management and compliance.
Key Responsibilities
- Providing administrative support within the IFA Client Services team and working closely with paraplanners.
- Processing new business and maintaining accurate client records using internal systems.
- Producing documentation such as letters, reports, and invoices.
- Following up on actions from adviser and paraplanner instructions.
- Preparing client files and valuations ahead of review meetings.
- Ensuring all client files remain compliant.
- Liaison with clients and product providers regarding outstanding documents and queries.
Skills & Experience Required
Candidates should ideally have a minimum of two years experience in a financial planning support role. A strong understanding of the financial planning process, along with experience using platforms/wraps and internal back‑office systems, is highly desirable. The role requires someone who is organised, detail‑oriented, and confident in both written and verbal communication. The ability to work effectively within structured business processes is essential.
IFA Administrator in England employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. 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
Prepare for interviews by brushing up on your knowledge of financial planning processes and compliance standards. We recommend practising common interview questions related to client servicing and operational efficiency. Show them you’re the organised, detail-oriented candidate they need!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got all the latest job listings, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications and updates from us.
We think you need these skills to ace IFA Administrator in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial planning support and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your organisational skills and attention to detail, and don’t forget to show your enthusiasm for working with us at StudySmarter.
Showcase Relevant Experience: When detailing your work history, focus on your experience with processing new business and client communication. We love candidates who can demonstrate their understanding of the financial planning process and compliance standards.
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!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial planning process and the specific platforms or wraps mentioned in the job description. Being able to discuss these confidently will show that you're not just a good fit for the role, but that you genuinely understand the industry.
✨Showcase Your Organisational Skills
Since the role requires someone who is organised and detail-oriented, prepare examples from your past experience where you've successfully managed multiple tasks or maintained accurate records. This will help demonstrate your ability to thrive in a structured environment.
✨Practice Your Communication
As you'll be liaising with clients and providers, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend or family member to refine your verbal communication skills, and prepare to showcase your written communication by bringing samples of reports or documentation you've created.
✨Prepare Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, team dynamics, and how success is measured in this role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
