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- Tasks: Support Financial Advisers and ensure smooth client service with high-quality admin.
- Company: A modern financial planning firm with a young, ambitious team in Bury.
- Benefits: Competitive salary, bonuses, exam support, flexitime, and 25+ days holiday.
- Why this job: Join a supportive team and kickstart your career in financial services with growth opportunities.
- Qualifications: Experience in financial services and strong communication skills are preferred.
- Other info: Dynamic environment with genuine progression paths and a focus on professional development.
The predicted salary is between 28800 - 43200 £ per year.
A growing, modern financial planning business with offices in Bury, known for its young, ambitious team and strong track record of internal development. Several administrators in the business have progressed into adviser roles, making this a great opportunity for someone who wants a long‑term career path. The firm also operates a specialist sports‑focused division, supporting professional athletes with their financial planning needs. This is an excellent environment for someone motivated, detail‑driven, and keen to develop their industry qualifications.
The firm is seeking a Client Services Administrator to support Financial Advisers and Paraplanners. This is a key role within the business, ensuring client service runs smoothly and that all administrative processes are delivered to a high standard. The ideal candidate will have previous experience in the financial services industry and should be confident communicating directly with both clients and product providers. Candidates who have started or wish to start CII studies will be fully supported.
Key Responsibilities
- Pre‑Sales Support
- Prepare Engagement Letters, Letters of Authority, Client Agreements, and application forms
- Obtain valuations, quotes, and relevant policy information
- Create and maintain compliant client files
- Client & Adviser Support
- Provide updated valuations and information ahead of client meetings
- Prepare background materials for Advisers
- Manage Adviser diaries, meetings, and workload planning
- Maintain accurate client records within back‑office systems
- Update and maintain email distribution lists
- Administrative Duties
- Handle incoming calls and greet visitors
- General filing and ad‑hoc admin work
- Support Adviser teams with case progression and provider communications
- Ensure processes, systems, and compliance requirements are followed
- Professional Development
- Maintain and develop personal knowledge and qualifications
- Take part in relevant training, development, and competency programmes
Key Competencies
- Quality & Accuracy: High attention to detail and a commitment to delivering excellent client service
- Communication: Clear, professional written and verbal communication
- Teamwork: Willingness to collaborate within a small, supportive team
- Planning & Organisation: Ability to prioritise tasks, manage deadlines, and stay organised
- Process Adherence: Comfortable using IT systems and following structured processes
Benefits & Package
- Competitive salary
- 7.5% annual bonus
- Full exam support, including £500 per passed exam
- 25 days holiday + additional days with length of service
- Flexitime between 8am 5pm
- Paid parking
- Pension: 3% employer / 4% employee
- Death in Service: 4x salary
- PHI: 75% to age 65 (13‑week deferred period)
- Supportive, young, and progressive team culture
- Genuine progression opportunities
Recruitment Process
- Stage 1: Online interview with senior members of the team
- Stage 2: Face‑to‑face interview at the Ramsbottom office
IFA Admin in Accrington employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Admin in Accrington
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, especially their approach to client services and financial planning. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! Since this role involves direct interaction with clients and advisers, being clear and professional in your verbal and written communication is key. Consider doing mock interviews with friends or family.
✨Tip Number 4
Don't forget to 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 engage directly with us.
We think you need these skills to ace IFA Admin in Accrington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Administrator role. Highlight any relevant experience in financial services and showcase your attention to detail, as this is key for us.
Craft a Compelling Cover Letter: Your cover letter should reflect your enthusiasm for the role and the firm. Share why you’re keen to join our young, ambitious team and how you can contribute to our client service excellence.
Showcase Your Communication Skills: Since clear communication is vital, ensure your written application is professional and free of errors. We want to see that you can communicate effectively, just like you would with clients and advisers.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our growing team.
How to prepare for a job interview at Integro Partners
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services industry. Familiarise yourself with common terms and processes, especially those related to client service and administration. This will help you answer questions confidently and show that you're serious about the role.
✨Showcase Your Attention to Detail
Since this role requires high accuracy, be prepared to discuss examples from your past where your attention to detail made a difference. Whether it’s managing client records or preparing documents, having specific instances ready will demonstrate your capability.
✨Practice Your Communication Skills
As you'll be communicating with clients and advisers, practice clear and professional communication. You might even want to role-play some scenarios with a friend to get comfortable with how you present information and handle questions.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team culture, opportunities for progression, or the types of training available. This shows your interest in the firm and helps you gauge if it’s the right fit for you.
