Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Keep client info updated and manage plan details efficiently.
- Company: Dynamic financial services firm with a hybrid work model.
- Benefits: Competitive salary, flexible working, and opportunities for growth.
- Why this job: Join a supportive team and make a difference in clients' financial journeys.
- Qualifications: Experience in finance or administration and strong communication skills.
- Other info: Perfect for detail-oriented individuals looking to kickstart their career.
The predicted salary is between 24000 - 36000 £ per year.
Location: Norwich
Salary: Competitive
Type: Permanent
Workplace: Hybrid
Ref: 89611
Job responsibilities:
- Ensuring all client and plan information is up to date on IO.
- Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received.
- Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans.
- Adding details of any missing policy information to IO as required.
- Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value.
Requirements:
- Relevant experience supporting an Adviser.
- Previous regulatory or financial industry experience.
- Good written and oral communication skills.
- Methodical and organised.
- Computer literate.
IFA Aministrator in Norwich employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Aministrator in Norwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial industry and let them know you're on the hunt 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 client management systems like IO. Being able to discuss how you would keep client information up to date will show potential employers that you're ready to hit the ground running.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing that IFA Administrator position. We love seeing applications directly from our site, and it helps us keep track of all the amazing candidates like you!
We think you need these skills to ace IFA Aministrator in Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight any relevant experience you have in supporting advisers and working within the financial industry. We want to see how your skills match what we're looking for!
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. Be sure to mention your good written communication skills and how you can keep things organised and methodical.
Showcase Your Tech Skills: Since the role involves using IO and managing client information, make sure to highlight your computer literacy. If you've worked with similar platforms before, let us know! We love tech-savvy candidates.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Don’t miss out!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial industry and regulatory requirements. Familiarise yourself with common terms and processes related to IFA administration, as this will show that you're serious about the role and understand what’s expected.
✨Demonstrate Your Organisational Skills
Since the job requires a methodical and organised approach, be ready to share examples from your past experiences where you successfully managed multiple tasks or projects. This could be anything from keeping track of client information to ensuring deadlines are met.
✨Communication is Key
Good written and oral communication skills are essential for this role. Prepare to discuss how you've effectively communicated with clients or colleagues in the past. You might even want to practice explaining complex information in simple terms, as this will be crucial when dealing with clients.
✨Show Your Tech Savvy Side
Being computer literate is a must, so be prepared to talk about the software and tools you’ve used in previous roles. If you have experience with specific platforms related to IFA administration, make sure to highlight that. It’ll give you an edge over other candidates!
