Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners and deliver top-notch client service in a dynamic environment.
- Company: Established wealth management firm in Guildford with a stable workforce.
- Benefits: Enjoy 25 days holiday, onsite parking, pension scheme, and a 35-hour work week.
- Why this job: Join a growing team and take your career to the next level in financial services.
- Qualifications: Experience in a similar role, strong IT skills, and excellent communication abilities.
- Other info: Great opportunity for career progression in a reputable organisation.
The predicted salary is between 36000 - 60000 £ per year.
This established, wealth management firm based in Guildford are seeking an IFA Administrator to join their team. You will be joining a very reputable organisation that is experiencing great growth and has a very stable workforce. Furthermore, this position is well suited to someone who is currently working in a similar role but is now looking for more progression. A brilliant opportunity for someone seeking their next challenge within financial services.
Benefits:
- 25 days holiday plus bank holidays
- 35 hour working week
- Car parking onsite
- Pension scheme
About The Role:
In this role you will be required to communicate at all levels and will be working with several partners. Your key responsibilities will be:
- Working closely with Financial Planners & Paraplanners to deliver excellent client service.
- A point of contact for clients on behalf of the Financial Planners, being able to communicate effectively, clearly and pro‑actively.
- Maintaining back‑office systems and client records.
- Processing all business in line with processes and procedures, collating AML documentation as required.
- Prepare documentation, valuations, and reports for client meetings.
- Process account applications, transfers, and new business submissions and service existing business which could include policy changes, fund switches and withdrawals.
- Liaise with product providers and third parties to obtain information and manage client requests.
- Handle incoming and outgoing post, manage emails and respond to client queries.
The successful IFA Administrator will have:
- Previous experience in a similar position
- Experience using industry related tools
- Strong IT skills
- Good communication skills
IFA Administrator in Guildford employer: Howett Thorpe
Contact Detail:
Howett Thorpe Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Guildford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and 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 researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As an IFA Administrator, you'll need to communicate effectively with clients and colleagues. Role-play common interview questions with a friend to boost your confidence and refine your answers.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace IFA Administrator in Guildford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your previous experience in similar positions 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 and how your background aligns with our needs. Be genuine and let your personality come through – we love to see that!
Showcase Your Communication Skills: Since communication is key in this role, make sure your application reflects your ability to communicate effectively. Use clear and concise language, and don’t forget to proofread for any typos or errors – we appreciate attention to detail!
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 on joining our team at StudySmarter!
How to prepare for a job interview at Howett Thorpe
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific responsibilities of an IFA Administrator. Familiarise yourself with common industry tools and processes, as well as any recent changes in regulations that might affect the role.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and partners, be prepared to demonstrate your communication skills. Think of examples where you've effectively communicated complex information or resolved client queries. Practise articulating your thoughts clearly and confidently.
✨Prepare for Scenario Questions
Expect questions that assess how you would handle specific situations, like managing client requests or processing documentation. Prepare by thinking through potential scenarios and how you would approach them, highlighting your problem-solving abilities and attention to detail.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask. This shows your interest in the role and the company. You might ask about the team dynamics, opportunities for progression, or how they measure success in the IFA Administrator position.
