At a Glance
- Tasks: Support financial advisers and paraplanners in delivering top-notch client service.
- Company: Reputable Chartered financial planning firm in Bradford-on-Avon.
- Benefits: Career development, supportive team environment, and a chance to make a real impact.
- Other info: Dynamic role with opportunities for professional growth and learning.
- Why this job: Join a valued team and grow your career in financial planning.
- Qualifications: Experience in financial planning or wealth management is preferred.
The predicted salary is between 27900 - 34100 £ per year.
An excellent opportunity has arisen for an IFA Administrator to join a highly regarded, Chartered financial planning and wealth management practice based in Bradford-on-Avon. This is a business that has built its reputation around delivering high-quality, genuinely client-focused financial planning, supported by a team that takes real pride in the service it provides. The firm places just as much value on its support team as it does its advisers and is committed to providing the training, development and support needed for people to build long-term careers within the business.
The Role
As an IFA Administrator, you will play a key role in supporting the firm's advisers and paraplanners, ensuring client work is progressed efficiently, accurately and to a high standard. You'll become an integral part of the team, managing a varied workload and helping to deliver an excellent client experience from initial application through to ongoing servicing. Your responsibilities will include:
- Processing new business across pensions, investments and protection, from initial submission through to completion
- Preparing client valuations, portfolio reports, review packs and other documentation for adviser meetings
- Liaising with providers and platforms to obtain information, chase outstanding requirements and progress cases
- Maintaining accurate and detailed client records on the firm's back-office system
- Handling client queries by telephone and email, providing a professional and personable service
- Supporting advisers and paraplanners with the day-to-day management of client cases
- Ensuring client files and administrative processes meet FCA and internal compliance requirements
- Assisting with general team and office administration where required
About You
We're looking for someone with previous experience within an IFA, financial planning or wealth management environment who understands the importance of providing high-quality administrative support. You'll ideally have a good working knowledge of pensions, investments and protection and be comfortable dealing with providers, platforms, advisers and clients. The successful candidate will be highly organised, commercially aware and exceptionally attentive to detail. You'll take pride in producing accurate work and will be someone who naturally takes ownership of your responsibilities and follows tasks through to completion. You'll also be a confident and professional communicator, comfortable building relationships with clients and working closely with advisers and paraplanners. Experience using financial planning, back-office or platform systems would be beneficial, alongside a good level of general IT literacy.
The Opportunity
This is an excellent opportunity to join a well-established and highly regarded financial planning business where your contribution will genuinely be valued. You'll be joining a professional and supportive environment, working alongside experienced advisers and paraplanners while having the opportunity to broaden your technical knowledge and develop your career within financial planning. For an experienced IFA Administrator looking for a role with a quality firm that genuinely invests in its people, this represents an excellent long-term career opportunity.
IFA Administrator in Bradford-on-Avon employer: mbf. Careers
Join one of Scotland’s fastest-growing financial planning businesses, where you will thrive in a supportive and professional environment that values both personal and professional growth. With a commitment to providing high-quality advice and a strong focus on employee development, this independently owned practice offers excellent benefits, including financial support for industry qualifications and genuine opportunities for career progression. Experience the unique blend of a boutique firm's values with the resources of a larger organisation, all while working in the vibrant city of Edinburgh.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Bradford-on-Avon
✨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 mbf. Careers. 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 Administrator in Bradford-on-Avon
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 mbf. Careers.
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 mbf. Careers'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 mbf. Careers
✨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 mbf. Careers.
✨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 mbf. Careers 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 mbf. Careers 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.
