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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: Gain diverse experience, professional development, and enjoy a flexible work-life balance.
- Why this job: Make a real impact in the financial sector while growing your career.
- Qualifications: 2+ years in an IFA environment and strong organisational skills required.
- Other info: Inclusive workplace that values diversity and innovation.
The predicted salary is between 28800 - 43200 £ per year.
We\’re growing and want
you
to be a part of our journey.
Consultant Support – Isio Wealth Planning
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.
Role and 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
Essential:
- 2+ year experience in an IFA environment.
- Previous experience processing business.
- Computer literate (Word, Excel, PowerPoint, Outlook).
- 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.
Desirable:
- 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
IFA Administrator Wealth Planning employer: Isio
Contact Detail:
Isio Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator 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.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you show that you’re not just a fit for the role, but for the team too!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. The more you practice, the more confident you’ll feel when it’s time to shine.
✨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 for the hiring team.
We think you need these skills to ace IFA Administrator 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 passionate about the role and how your previous experiences align with our values. Show us your personality and enthusiasm for joining our team!
Be Clear and Concise: When filling out your application, keep your responses clear and to the point. We appreciate well-structured information that makes it easy for us to see your qualifications and fit for the role.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the position. We can’t wait to hear from you!
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. Being able to discuss these topics confidently will show that you're not just familiar with the role but also genuinely interested in the industry.
✨Showcase Your Organisational Skills
Since this role requires excellent time management and workflow management, prepare examples from your past experience where you've successfully managed multiple tasks or projects. This will demonstrate your ability to handle the demands of the job.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Use your interpersonal skills to engage them in conversation, showing that you can establish strong relationships with clients and colleagues alike.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and future projects. This not only shows your enthusiasm for the role but also helps you gauge if the company aligns with your values and career goals.
