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For Companies At a Glance
- Tasks: Support Financial Planners with administrative tasks and client relationships.
- Company: Leading UK wealth management firm known for its commitment to employee development.
- Benefits: Competitive salary, hybrid working, private medical insurance, and generous holiday allowance.
- Why this job: Join a top-tier firm and gain exposure to high-quality financial planning work.
- Qualifications: 2-5+ years experience in financial administration and strong communication skills.
- Other info: Great opportunities for career progression and professional development.
The predicted salary is between 36000 - 60000 £ per year.
An opportunity has arisen to join a leading UK wealth management and financial planning firm operating at the highest level of the market. This role sits within an established financial planning team supporting high-value, complex client relationships and experienced Financial Planners. The firm is recognised for its scale, reputation and long-term commitment to developing its people. This position would suit an experienced IFA Administrator seeking exposure to sophisticated planning work within a structured, professional environment.
The Role
As an IFA Client Administrator, you will provide comprehensive administrative support to aligned Financial Planners, ensuring the delivery of high-quality client outcomes while maintaining regulatory and operational standards. The role offers a hybrid working model, with an initial requirement to be office-based during probation before moving to a 2-3 day office arrangement.
Key Responsibilities
- Provide end-to-end administrative support to Financial Planners
- Build and maintain strong professional relationships with clients
- Process new business across ISAs, GIAs, pensions, offshore bonds and trusts
- Prepare meeting packs, valuations and client documentation
- Maintain accurate client records and back-office systems
- Liaise with internal operational teams and third-party providers
- Manage pipelines, account set-up and AML documentation
- Identify, log and escalate risks or errors in line with internal procedures
- Support the use of client portals and digital tools
Candidate Profile
- 2-5+ years' experience supporting Financial Advisors or Financial Planners
- Strong understanding of financial planning products and processes
- Experience of new business processing and ongoing client servicing
- Highly organised with the ability to manage competing priorities
- Professional communication skills, both written and verbal
- A client-focused approach with strong attention to detail
What's on Offer
- Competitive salary
- Hybrid working model
- Private medical insurance
- Life assurance and pension contribution
- Generous holiday allowance with the option to purchase additional leave
- Strong opportunities for progression and professional development
- Support towards further qualifications
This is a rare opportunity to join a top-tier financial planning organisation, offering long-term career development, exposure to high-quality work and the stability of a market-leading firm.
IFA Administrator in Birmingham employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for IFA Administrator roles. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of financial products and processes. We want you to feel confident discussing ISAs, pensions, and trusts, so do your homework and be ready to impress with your expertise!
✨Tip Number 3
Don’t forget to showcase your organisational skills! During interviews, share examples of how you've managed competing priorities in previous roles. This will show potential employers that you can handle the fast-paced environment of a financial planning team.
✨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. So, go ahead and submit your application today!
We think you need these skills to ace IFA Administrator in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience supporting Financial Planners and any relevant financial products you've worked with. 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 this role and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Organisational Skills: As an IFA Administrator, being organised is key. In your application, mention specific examples of how you've managed competing priorities or streamlined processes in previous roles. We want to know how you keep everything running smoothly!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you're keen on joining our team at StudySmarter!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial planning products like ISAs, pensions, and trusts. Being able to discuss these confidently will show that you understand the complexities of the role and can support Financial Planners effectively.
✨Demonstrate Organisational Skills
Prepare examples from your past experience where you've successfully managed competing priorities. This role requires strong organisational skills, so be ready to share how you keep track of multiple tasks and ensure nothing falls through the cracks.
✨Build Rapport with Clients
Think about how you can showcase your client-focused approach during the interview. Share stories that highlight your ability to build strong professional relationships and how you’ve handled client interactions in a positive way.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client relationships and their use of digital tools. This not only shows your interest in the role but also gives you a chance to assess if the company culture aligns with your values.
