At a Glance
- Tasks: Provide top-notch admin support for financial advisers and ensure smooth client servicing.
- Company: Join one of the UK's fastest-growing independent financial planning groups.
- Benefits: Hybrid working, supportive team, and opportunities for professional growth.
- Other info: Enjoy a collaborative culture with remote work options available.
- Why this job: Be part of a dynamic team making a real impact in wealth management.
- Qualifications: Experience in financial services and strong organisational skills required.
The predicted salary is between 27900 - 34100 £ per year.
We are working with one of the UK's fastest-growing independent financial planning and wealth management groups to recruit an experienced IFA Administrator to join their team in Bristol. This is an exciting time to join the business. Having grown significantly through a combination of organic growth and strategic acquisitions, the organisation now operates on a truly national scale whilst retaining its close-knit team structure.
This is an excellent opportunity to join a professional, collaborative and forward-thinking organisation that places a strong emphasis on client service, teamwork and the development of its people. You will be joining a small, supportive administration team while also working closely with Financial Advisers, Paraplanners and colleagues across the wider business.
The Role
The successful candidate will provide high-quality administrative support throughout the financial advice process, helping to ensure new business and ongoing client servicing are processed accurately and efficiently. Key responsibilities will include:
- Supporting Financial Advisers and Paraplanners with client meeting preparation
- Preparing client reports, review packs and supporting documentation
- Processing new and top-up business through provider platforms
- Processing fund switches, purchases, sales and income withdrawal requests
- Handling Letters of Authority and other client instructions
- Supporting investment and pension administration
- Liaising with clients, providers and other professional contacts by telephone and email
- Supporting the wider administration team and contributing to the smooth running of the office
About You
The ideal candidate will have previous experience working within IFA, wealth management or financial planning, with experience of new business processing and provider platforms. Experience using Intelliflo Office / Intelligent Office would be advantageous, although candidates with strong financial services administration experience and a willingness to learn new systems will also be considered. You will need to demonstrate excellent attention to detail, strong organisational skills and the ability to manage and prioritise your workload effectively.
Remote working/work at home options are available for this role.
IFA Administrator - Hybrid Working 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 - Hybrid Working
✨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 - Hybrid Working
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.
