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For Companies At a Glance
- Tasks: Support advisers and ensure smooth client servicing in a dynamic financial planning firm.
- Company: Join a growing, independent financial planning firm with a strong family culture.
- Benefits: Enjoy 25 days holiday, discretionary bonus, pension, and exam sponsorship.
- Why this job: Make a real impact in a supportive environment focused on career development.
- Qualifications: 3+ years in IFA administration with strong organisational skills.
- Other info: This is a stable role with excellent long-term career prospects.
The predicted salary is between 30000 - 40000 £ per year.
Location: High Wycombe
Salary: Up to £40,000 DOE
Benefits: 25 days holiday + BH, discretionary bonus, pension, DIS x4, PMI, PHI
Hours: Full-time, office-based (with up to 2 non-contractual WFH days post probation)
About the Company
Join a growing, independent financial planning firm with a strong family culture and a reputation for high staff retention. We manage over £1.5BN AUM and work with HNW clients including business owners, farmers, and professionals. Our ethos is simple: open, transparent, and supportive with a commitment to career development and exam sponsorship for those looking to progress into paraplanning or advising.
The Role
We are looking for an experienced IFA Administrator to join our High Wycombe office. This vacancy has arisen due to a planned retirement, and we need someone confident and proactive to support our advisers and ensure smooth client servicing.
Key Responsibilities:
- Prepare annual review packs and assist with suitability reports
- Liaise with providers and clients regarding pensions, investments, life cover, and employee benefits
- Process new business applications and monitor progress
- Update and maintain client records on Intelliflo (IO)
- Manage adviser fees and commission entries
- Handle fund switches and policy amendments
- General admin duties including filing, scanning, and diary management
What We're Looking For
- Minimum 3 years experience in IFA administration
- Strong organisational skills and attention to detail
- Ability to work independently and as part of a team
- Good knowledge of Microsoft Office; Intelliflo experience preferred
- Familiarity with platforms such as Abrdn Wrap, AJ Bell, James Hay, Brooks Macdonald, Aviva (beneficial but not essential)
- A proactive, can-do attitude and willingness to learn
Why Join Us?
- Career Development: Full exam support and internal training
- Inclusive Environment: Admins are integral to the advice process
- Long-Term Stability: We value longevity and commitment this is not a stepping-stone role
Interested? Apply now to join a supportive, client-focused team where your contribution truly matters.
IFA Admin (High Wycombe) employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Admin (High Wycombe)
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who might know about opportunities at firms like ours. A friendly chat can often lead to job leads that aren’t even advertised!
✨Tip Number 2
Prepare for interviews by researching the company culture and values. We love candidates who align with our ethos of being open and supportive, so show us how you fit into that vibe during your chat!
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want to see your personality shine through, so don’t be afraid to let your enthusiasm for the role come across!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows us you’re genuinely interested in joining our team. Plus, it’s a great way to reiterate your excitement about the role!
We think you need these skills to ace IFA Admin (High Wycombe)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your IFA administration experience and any relevant software knowledge, like Intelliflo, to catch our eye!
Craft a Personal Cover Letter: Use your cover letter to tell us why you’re the perfect fit for our team. Share your passion for financial planning and how your proactive attitude aligns with our supportive culture.
Showcase Your Organisational Skills: Since we value strong organisational skills, give examples of how you've managed multiple tasks or projects in the past. This will help us see how you can handle the responsibilities of 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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of IFA administration and the specific responsibilities listed in the job description. Familiarise yourself with Intelliflo and any relevant platforms like Abrdn Wrap or AJ Bell, even if you haven't used them before. This shows you're proactive and ready to hit the ground running.
✨Showcase Your Organisational Skills
Since strong organisational skills are a must for this role, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Be ready to discuss how you keep track of client records and ensure smooth operations, as this will resonate well with the interviewers.
✨Emphasise Teamwork and Independence
This role requires both independent work and collaboration with advisers. Think of instances where you've thrived in both settings. Share stories that highlight your ability to work autonomously while also being a supportive team player, as this balance is key for their family-oriented culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s culture, career development opportunities, and how they support their staff. This not only shows your genuine interest in the role but also helps you gauge if the company aligns with your career goals. Remember, interviews are a two-way street!
