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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 with a supportive culture.
- Benefits: Competitive salary, 28 days holiday, hybrid work, and early finish Fridays.
- Why this job: Join a dynamic team and gain valuable experience in the financial sector.
- Qualifications: Experience in administration and strong organisational skills are essential.
- Other info: Opportunities for learning and development with a focus on career growth.
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.
Main benefits:
- Competitive salary
- 28 days holidays (plus Bank holidays)
- Hybrid working
- Supported learning and development
- 1 hour early finish Fridays along with Friday dress down
- Work Place Pension
- Exam and study leave
- Staff spot bonus (monthly nominations)
- Employee Assistance Programme
For more information please contact Graeme Hyland on 07896 933622.
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. You never know who might have a lead on an IFA Administrator role or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute as an IFA Administrator.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client management and compliance. We want you to feel confident and ready to showcase your skills!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step!
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 the role and how your previous experience makes you a great fit. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: As an IFA Administrator, attention to detail is key. In your application, mention specific examples where you’ve successfully managed client files or ensured compliance. This will show us you’re the right person for the job!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you’re familiar with the key tasks listed in the job description. Brush up on your knowledge of client packs, compliance guidelines, and data management systems. This will show that you’re not just interested in the role but also prepared to hit the ground running.
✨Showcase Your Communication Skills
As an IFA Administrator, daily contact with advisors is crucial. Prepare examples of how you've effectively communicated in previous roles. Think about times when you’ve liaised with different departments or resolved queries – these stories will highlight your ability to work collaboratively.
✨Be Ready for Scenario Questions
Expect questions that ask how you would handle specific situations, like managing tight deadlines or dealing with client inquiries. Practise your responses to these scenarios, focusing on your problem-solving skills and attention to detail, which are vital for this role.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the team dynamics, the company’s approach to client service, or opportunities for professional development. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
