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For Companies At a Glance
- Tasks: Support financial planners by processing applications and preparing client documentation.
- Company: Reputable financial planning firm in Warwick with a collaborative culture.
- Benefits: Competitive salary, bonus potential, hybrid working, and career development opportunities.
- Why this job: Join a professional team where your skills will be valued and make a real impact.
- Qualifications: Experience in an IFA environment and strong understanding of financial products required.
- Other info: Enjoy a supportive office environment with flexible working options.
The predicted salary is between 24000 - 32000 £ per year.
Overview
An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Warwick. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients.
Responsibilities
- Processing new business applications across various providers and platforms
- Preparing valuation reports and performance documentation ahead of client reviews
- Producing review checklists and coordinating documentation for adviser meetings
- Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports
- Running risk profiler results and supporting fund research using FE Analytics
- Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements
- Processing fund switches directly with providers or via platforms and tracking progress
- Preparing bi-annual valuation reports and post-review summaries for clients
- Handling client withdrawal instructions and ensuring proper written consent and authentication procedures are followed
- Maintaining ongoing client communication to keep them informed of progress
Qualifications
- Previous experience within an Independent Financial Adviser (IFA) environment is essential
- Strong understanding of financial products, platforms, and regulatory requirements
- High attention to detail, excellent organisational skills, and the ability to prioritise workloads effectively
- Proficient in Microsoft Office and financial systems such as FE Analytics
- Strong communication skills, both verbal and written
- A proactive and client-focused approach
Benefits
- Competitive salary up to £32,000
- Bonus potential based on performance
- Hybrid and flexible working options available
- Free on-site parking
- Company pension contribution
- Supportive and collaborative office environment
- Opportunities for training and career development
This is a fantastic opportunity to join a professional team where your experience and contribution will be truly valued. If you\’re looking to take the next step in your financial services career, we\’d love to hear from you.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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Senior IFA Administrator employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in IFA environments. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and regulatory requirements. We all know how important it is to show you’re on top of your game, so have some examples ready that highlight your experience in these areas.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you fresh in the interviewer's mind. Plus, it shows you’re genuinely interested in the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Senior IFA Administrator role. We love seeing applications directly from candidates who are keen to join our team, so don’t hesitate to hit that apply button!
We think you need these skills to ace Senior IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior IFA Administrator role. Highlight your experience in financial planning and any relevant skills that match the job description. We want to see how your background aligns with 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 the perfect fit for our team. Share specific examples of your past work that demonstrate your attention to detail and client-focused approach. Let us know why you want to join StudySmarter!
Showcase Your Skills: Don’t forget to highlight your proficiency in Microsoft Office and any financial systems like FE Analytics. We love seeing candidates who can hit the ground running, so make sure we know about your technical skills and how they relate to the role.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application directly and ensures you don’t miss out on any important updates from us. We can’t wait to hear from you!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products and platforms. Being able to discuss these confidently will show that you understand the industry and can support advisers effectively.
✨Prepare for Compliance Questions
Since compliance is a big part of the role, be ready to answer questions about MIFID II requirements and other regulatory standards. Familiarise yourself with recent changes in regulations to demonstrate your commitment to compliance.
✨Showcase Your Organisational Skills
Highlight your ability to manage multiple tasks and prioritise workloads. Bring examples of how you've successfully handled busy periods or complex projects in the past to illustrate your organisational prowess.
✨Communicate Clearly and Confidently
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and concisely, and be prepared to discuss how you maintain client communication effectively.
