At a Glance
- Tasks: Support Financial Planners and ensure excellent service delivery to clients.
- Company: Reputable independent financial planning business with a supportive culture.
- Benefits: Up to £35,000 salary, hybrid working, bonuses, and ongoing training.
- Other info: Genuine opportunities for career growth and professional development.
- Why this job: Join a successful team and develop your career in financial planning.
- Qualifications: Experience in financial services or IFA administration is essential.
The predicted salary is between 25650 - 31350 £ per year.
We are working with a highly successful and fully independent financial planning business with an excellent reputation within the industry. The organisation has built a strong name for the quality of its financial advice and its commitment to its people, creating a professional and supportive environment where employees are encouraged to develop and progress. They are now looking to appoint an IFA Administrator to join their growing team. This is an excellent opportunity for someone with financial planning experience who is looking to develop their career within an established IFA environment and work alongside a highly experienced team of Financial Planners and support professionals.
The role
- Providing day-to-day administrative support to Financial Planners and the wider team
- Supporting the smooth delivery of financial planning services to clients
- Assisting with client onboarding and ongoing client administration
- Preparing and processing client documentation and correspondence
- Liaising with clients, providers and other professional contacts
- Processing new business and assisting with ongoing policy and investment administration
- Maintaining accurate and up-to-date client records
- Supporting Financial Planners throughout the client journey
- Managing multiple priorities while maintaining a high level of accuracy and attention to detail
Who we are looking for
- Previous experience within financial services is essential, ideally within an IFA or financial planning environment.
- We would also consider candidates with relevant experience across pensions, investments, platforms, banking or other areas of financial services who are looking to move into an IFA administration role.
- We are looking for someone who is organised, proactive and client-focused, with strong communication skills and excellent attention to detail.
- You will need to be comfortable managing multiple priorities, working to deadlines and collaborating closely with Financial Planners and colleagues across the business.
This is a great opportunity for an experienced IFA Administrator or someone with a strong financial services administration background who is looking to take the next step in their career.
What’s on offer
- Basic salary up to £35,000
- Discretionary bonus
- Hybrid working – 3 days in the office and 2 days from home
- Excellent company benefits
- Ongoing training and professional development
- The opportunity to work alongside an experienced and successful financial planning team
- Genuine opportunities for career development and progression
This is an excellent opportunity to join a successful and established independent financial planning organisation that places a strong emphasis on quality, professionalism and its people. If you have financial services or IFA administration experience and are looking for a role where you can develop your skills and build a long-term career within financial planning, we would be very interested in hearing from you.
IFA Administrator in Fareham 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 Fareham
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like mbf. Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from mbf. Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like mbf. Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace IFA Administrator in Fareham
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in mbf. Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show mbf. Careers how you can be a team player!
How to prepare for a job interview at mbf. Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with mbf. Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with mbf. Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
