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- Tasks: Support financial advisors by preparing client packs and managing business cases.
- Company: A growing chartered financial planning firm in Chorley.
- Benefits: Competitive salary, 28 days holiday, hybrid work, and early finish Fridays.
- Why this job: Join a supportive team and develop your skills in a dynamic environment.
- Qualifications: Experience in administration and strong organisational skills.
- Other info: Opportunities for learning and career growth with monthly staff bonuses.
The predicted salary is between 30000 - 42000 £ per year.
My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.
Key Tasks:
- Daily contact for advisors, updating and liaising to conclude work related tasks
- Prepare client packs, brochures, applications and anything required for a client meeting
- Submission and completion of new business cases adhering to the compliance and new business processing guidelines set out. Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company standards
- Maintain client files in line with company guidelines and standards
- Prepare and maintain the client service / review list for the adviser, ensuring all are completed within the set timeframe, providing full pack including a client valuation and supporting documentation. Updating the system to ensure the next diary contacts are specifically recorded in line with the service proposition
- Letter of Authority – ensure the requests are sent in a timely manner, recorded and chased through to completion. Scanned to the system and provided to the Adviser upon completion
- Prepare cases for Paraplanning, ensuring all necessary information is on file for the report completion, liaising with relevant departments to resolve any outstanding queries
- Assist the business as and when required in various tasks upon request, including meeting and greeting clients, answering and dealing with incoming enquiries.
- Supported learning and development
- 1 hour early finish Fridays along with Friday dress down
- Exam and study leave
- Staff spot bonus (monthly nominations)
- Employee Assistance Programme
For more information please contact Graeme Hyland on 07896 933622.
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IFA Administrator employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry. 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!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance and new business processing guidelines. We want you to shine when discussing how you can maintain client files and support advisors effectively.
✨Tip Number 3
Don’t forget to showcase your organisational skills! When you get the chance to chat with potential employers, highlight your experience in preparing client packs and managing service review lists. It’s all about showing you can keep things running smoothly.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s get you that IFA Administrator role!
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience with client packs, compliance, and any relevant software you’ve used. 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 passionate about financial planning and how your previous roles have prepared you for this position. Let us know what makes you the perfect fit!
Showcase Your Attention to Detail: As an IFA Administrator, attention to detail is key. In your application, mention specific examples where your meticulous nature has helped in past roles, especially in maintaining client files or preparing documentation.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you understand the role of an IFA Administrator inside out. Familiarise yourself with the key tasks mentioned in the job description, like preparing client packs and maintaining client files. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
As you'll be the daily contact for advisors, it's crucial to demonstrate your communication skills during the interview. Practice articulating how you've effectively liaised with clients or colleagues in the past. Use specific examples to highlight your ability to keep everyone informed and on track.
✨Be Organised and Detail-Oriented
The role requires a keen eye for detail and strong organisational skills. Prepare to discuss how you manage your workload and ensure compliance with guidelines. You might even want to bring examples of how you've successfully maintained records or managed multiple tasks simultaneously.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! This shows your interest in the company and the role. Consider asking about the team dynamics, the tools they use for client management, or how they support ongoing learning and development. It’s a great way to demonstrate your enthusiasm and fit for the company culture.
