At a Glance
- Tasks: Manage client cases from start to finish, ensuring exceptional service and compliance.
- Company: A growing financial planning firm with a supportive and client-focused culture.
- Benefits: Competitive salary, 25 days leave, birthday off, and a 9-day working fortnight.
- Other info: Enjoy professional development opportunities and a positive work-life balance.
- Why this job: Join a forward-thinking team and make a real impact in clients' financial journeys.
- Qualifications: Experience in financial services administration and strong client support skills.
The predicted salary is between 30000 - 40000 £ per year.
An established and growing financial planning firm is seeking an experienced IFA Administrator to join its client-focused team. This is an excellent opportunity for a well-rounded financial services administrator who enjoys managing cases from start to finish and takes pride in delivering exceptional client service. You'll work closely with Financial Advisers and Paraplanners, supporting clients throughout their financial planning journey across pensions, investments, protection, and wealth management solutions. The successful candidate will play a key role in ensuring the smooth delivery of client services while maintaining the highest standards of accuracy, compliance, and professionalism.
Key Responsibilities
- New Business Administration
- Process and submit new business applications across pensions, investments, ISAs, bonds, and protection products.
- Ensure applications are completed accurately and submitted within agreed timescales.
- Monitor cases through to completion and proactively manage outstanding requirements.
- Client Servicing & Reviews
- Prepare valuations, reports, and review packs for adviser meetings.
- Support ongoing client servicing and review processes.
- Ensure all post-review actions are completed accurately and efficiently.
- Provider & Platform Liaison
- Liaise with providers and investment platforms to obtain valuations, illustrations, and policy information.
- Submit and manage Letters of Authority.
- Chase providers and third parties to ensure timely case progression.
- Client Records & Compliance
- Maintain accurate and up-to-date client records on back-office systems.
- Ensure all files are fully documented and audit-ready.
- Adhere to FCA regulations, Consumer Duty principles, and internal procedures at all times.
- Client & Adviser Support
- Act as a key point of contact for client and provider enquiries.
- Provide professional and efficient support to Financial Advisers and Paraplanners.
- Contribute to delivering an exceptional client experience throughout the advice process.
What's on Offer?
- 25 days annual leave plus bank holidays
- Your birthday off every year
- Paid Christmas shutdown
- 9-day working fortnight - enjoy a paid day off every other week
- 5% employer pension contribution with enhanced salary sacrifice benefits
- Death in Service cover (10x salary)
- Private Medical Insurance
- Health Cash Plan
- Employee discounts and lifestyle benefits programme
- Study support and professional development opportunities
- Referral bonus scheme
- Discretionary performance bonus
Why Apply?
This is a fantastic opportunity to join a supportive and forward-thinking financial planning business that genuinely invests in its people. You'll enjoy a positive working environment, excellent work-life balance, and the opportunity to further develop your career within a growing organisation. If you're an experienced IFA Administrator looking for your next challenge, we'd love to hear from you.
IFA Admin in Crosby employer: Integro Partners
Join a dynamic financial planning firm in the North West that prioritises employee well-being and professional growth. With a hybrid working model, competitive salary, and an impressive benefits package including 25 days annual leave, a 9-day working fortnight, and study support, this company fosters a supportive culture where you can thrive. Experience a rewarding career while contributing to exceptional client service in a collaborative environment.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Admin in Crosby
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Integro Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Admin in Crosby
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Integro Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Integro Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Integro Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Integro Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Integro Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Integro Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
