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- Tasks: Support consultants by managing client relationships and processing new business.
- Company: Join Isio, a forward-thinking wealth planning firm with a collaborative culture.
- Benefits: Enjoy flexible working, professional development, and a supportive team environment.
- Other info: Diverse workplace with opportunities for career progression and personal growth.
- Why this job: Make a real impact in the finance industry while growing your skills.
- Qualifications: 2+ years in an IFA environment and strong organisational skills required.
The predicted salary is between 30000 - 42000 £ per year.
Overview
Join to apply for the IFA Administrator Isio Wealth Planning role at Isio
We are looking for an experienced and self-motivated IFA administrator to provide comprehensive support to the consultants in our Croydon office, managing client relationships, submitting new business, policy servicing and client reviews.
Responsibilities
- Establish and build relationships with clients and providers.
- Manage individual workflow tasks.
- Complete requests from Consultants & Paraplanners.
- Upload fact find information and client data to the client management system (Intelliflo).
- Update client fees and monitor consultant remuneration/ Cash Balance Monitoring.
- Obtain policy information and valuations for meeting prep/annual reviews.
- Process all new business and client correspondence, through to completion.
- Managing and dealing with daily post as directed.
- Meet deadlines set (internally & externally).
- Assist with the overflow of work in other areas.
- Register and utilise appropriate extranet/websites and other forms of e-business.
- Operate within the compliance and corporate standards of the business.
- Consistently implement and review processes.
- Undertake appropriate professional development and training.
- Comply with the relevant financial regulations and rules at all times.
- Comply with the relevant compliance, T&C and Anti-Money Laundering Procedures of the firm at all times.
- Keep up to date with all relevant product, legislative or technical changes.
External and Internal Communications
- Build and maintain strong working relationships with employees and line managers
Key Skills & Experience
- 2+ year experience in an IFA environment.
- Interpersonal – team working and communicating with clients.
- Proactive, willing to continue to develop, enthusiastic.
- Highly organised, methodical, disciplined and meticulous.
- Good organisational, time management skills and effective workload management.
- Ability to prioritise and deal with pressure.
- Knowledge of platform providers e.g. Aberdeen Wrap, Aviva Platform, AJ Bell, Royal London.
- Knowledge of DFMs, e.g. Brewin Dolphin, Rathbones, Charles Stanley.
- Knowledge of Investment products e.g. DFMs, model portfolios, Structured notes, ISAs, EISs and VCTs.
- Knowledge of personal and group pensions, SIPPs and SSASs.
- Understanding of compliance processes and issues.
Demonstrated Commitment to our Core Purpose
- Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.
- Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
- Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
- People First: We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.
What we offer you
Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that’ll be available to you will enable you to do this.
You can find out more about Isio and the benefits we offer here: Isio – Careers & Benefits.
About Isio
Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.
Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.
At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.
We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email hrrecruitment@ISIO.com
Seniority level
- Associate
Employment type
- Full-time
Job function
- Consulting
Referrals increase your chances of interviewing at Isio by 2x
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IFA Administrator Isio Wealth Planning employer: Isio
Contact Detail:
Isio Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator Isio Wealth Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and don’t be shy about letting people know you’re on the job hunt. You never know who might have the inside scoop on an opportunity at Isio or elsewhere.
✨Tip Number 2
Prepare for interviews by researching Isio and understanding their values. Be ready to discuss how your experience aligns with their mission of building strong client relationships and pushing the industry forward. Show them you’re not just another candidate!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on showcasing your organisational skills and ability to manage workflows, as these are key for the IFA Administrator role.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role and keeping you top of mind. Plus, it’s a great chance to reiterate why you’d be a perfect fit for Isio.
We think you need these skills to ace IFA Administrator Isio Wealth Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your 2+ years in an IFA environment and any relevant software knowledge to catch our eye!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for the IFA Administrator role. Share specific examples of how you've built client relationships or managed workflows in the past.
Show Your Enthusiasm: We love candidates who are proactive and eager to develop! Let us know about your passion for the industry and how you stay updated with financial regulations and product knowledge.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Isio
✨Know Your Stuff
Make sure you brush up on your knowledge of investment products, pensions, and compliance processes. Familiarise yourself with the specific platforms and providers mentioned in the job description, like Aberdeen Wrap and Aviva Platform. This will show that you're not just interested but also well-prepared.
✨Showcase Your Organisational Skills
As an IFA Administrator, being organised is key. Prepare examples from your past experience where you've successfully managed multiple tasks or deadlines. Highlight your time management skills and how you prioritise work under pressure.
✨Build Rapport
Since the role involves establishing relationships with clients and consultants, practice your interpersonal skills. Think of ways to demonstrate your ability to communicate effectively and build trust. A friendly, approachable attitude can go a long way!
✨Ask Insightful Questions
Prepare thoughtful questions about Isio's approach to client relationships and their vision for the future. This shows your genuine interest in the company and helps you understand if it’s the right fit for you. Plus, it gives you a chance to engage with the interviewers on a deeper level.