At a Glance
- Tasks: Provide admin support to Financial Advisers and manage client records.
- Company: Established financial planning firm with a collaborative culture.
- Benefits: Salary up to £36,000, flexible working, and professional growth opportunities.
- Other info: Diverse and inclusive workplace with excellent career progression.
- Why this job: Join a forward-thinking team and make a real impact in financial planning.
- Qualifications: Experience in IFA administration and strong IT skills required.
The predicted salary is between 34000 - 38000 € per year.
A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team. This is an excellent opportunity for a detail-oriented and proactive individual with prior Independent Financial Adviser support experience to work in a collaborative, client-focused environment.
Salary: Up to £36,000 DOE
Location: Bracknell (3 days office-based)
You will provide comprehensive administrative support to Financial Advisers and Paraplanners, working closely with a small team while also managing your own workload. The role combines new business processing with ongoing client servicing, offering strong exposure across the full financial planning lifecycle.
Responsibilities include but are not limited to:
- Supporting Financial Advisers and Paraplanners with day-to-day administration
- Processing new business applications
- Maintaining and updating client records and back-office systems, ensuring all files and documentation meet regulatory and compliance standards
- Preparing documentation for client meetings
- Handling communications via phone, email, and post
- Adhering to FCA regulations and the Financial Services and Markets Act
- Keeping up to date with product, legislative, and regulatory developments
What we are looking for:
Essential:
- Previous experience in an IFA / Financial Planning Administrator role
- Strong understanding of financial products including pensions, investments, and protection
- High level of IT literacy (Word, Excel, Outlook, Teams)
- Excellent written and verbal communication skills
- Highly organised with strong attention to detail, able to manage multiple cases and prioritise effectively
- Proactive, self-motivated, and solution-focused
If you are an experienced IFA Administrator looking for your next step within a professional and forward-thinking firm, we would welcome your application.
PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
IFA Administrator in Bracknell employer: Huntress
Join a well-established financial planning firm in Bracknell, where you will thrive in a collaborative and client-focused environment. With a commitment to employee growth, the company offers comprehensive training and development opportunities, ensuring you can advance your career while enjoying a supportive work culture that values diversity and inclusion. Benefit from a competitive salary of up to £36,000 and the flexibility of a hybrid working model, allowing you to balance your professional and personal life effectively.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Bracknell
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning 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 brushing up on your knowledge of financial products and regulations. Make sure you can confidently discuss your previous experience supporting Financial Advisers and Paraplanners, as this will show you're ready to hit the ground running.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for opportunities that match your skills and interests, and tailor your approach to each company’s culture.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace IFA Administrator in Bracknell
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight your previous experience in financial planning and any specific skills that match the job description. We want to see how you can bring your unique expertise 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. Be sure to mention your attention to detail and proactive approach, as these are key qualities we’re looking for.
Showcase Your Communication Skills:Since excellent written and verbal communication skills are essential, make sure your application reflects this. Keep your language clear and professional, and don’t forget to proofread for any typos or errors before hitting send!
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. Plus, it shows you’re keen on joining our collaborative team!
How to prepare for a job interview at Huntress
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like pensions, investments, and protection. Being able to discuss these confidently will show that you’re not just familiar with the role but also passionate about it.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed multiple cases or prioritised tasks in previous roles. This will demonstrate your ability to handle the workload effectively, which is crucial for an IFA Administrator.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. Since the role involves a lot of communication via phone and email, showcasing your excellent written and verbal skills during the interview will be key.
✨Familiarise Yourself with Regulations
Brush up on FCA regulations and the Financial Services and Markets Act. Being knowledgeable about compliance standards will not only impress your interviewers but also show that you take the role seriously.
