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For Companies At a Glance
- Tasks: Support advisers, manage client portfolios, and ensure compliance in a dynamic financial planning environment.
- Company: Join a respected firm managing £2 billion AUM, specialising in tailored financial solutions.
- Benefits: Enjoy hybrid working, a competitive salary, pension, and professional development support.
- Why this job: Be part of a team that values exceptional client care and offers growth opportunities.
- Qualifications: Experience in an IFA or financial planning role with strong organisational and communication skills.
- Other info: Mentor junior colleagues while enhancing your own skills in a supportive environment.
The predicted salary is between 28000 - 42000 £ per year.
An established and respected financial planning firm managing approximately £2 billion AUM is seeking an experienced and proactive IFA Administrator to support advisers and enhance client experiences from their Brighton & Hove office. The firm specialises in tailored financial planning solutions, including retirement planning, estate planning, tax efficiency, and corporate financial advice, ensuring exceptional client care and robust advice processes.
Key Responsibilities:
- Manage client portfolios and ensure accurate administration.
- Process new business applications and liaise with product providers.
- Provide ongoing client communications and relationship management.
- Mentor and support junior administrative colleagues.
- Ensure compliance with regulatory standards and internal policies.
Requirements:
- Prior experience within an IFA or financial planning environment.
- Strong organisational skills with proven client relationship management experience.
- Solid understanding of financial products and compliance requirements.
- Excellent interpersonal and communication skills.
Package:
- Salary up to £35,000 (flexible for the ideal candidate)
- Hybrid working
- Attractive benefits including pension
- Death in Service
- Professional development support
IFA Administrator employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the specific financial products and services that the firm offers. Understanding their tailored financial planning solutions will help you demonstrate your knowledge during interviews and show how you can enhance client experiences.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work in or have connections to Brighton & Hove. Attend local finance events or join relevant online forums to build relationships that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare to discuss your experience in managing client portfolios and your approach to client relationship management. Be ready to provide examples of how you've successfully supported advisers in the past, as this will be crucial for demonstrating your fit for the role.
✨Tip Number 4
Research the regulatory standards and compliance requirements relevant to the IFA sector. Being well-versed in these areas will not only boost your confidence but also show the hiring team that you are proactive and serious about maintaining high standards in your work.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the IFA or financial planning environment. Emphasise your organisational skills and any client relationship management roles you've held.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the firm's services, such as retirement planning and tax efficiency. Mention how your skills align with their needs and your enthusiasm for enhancing client experiences.
Highlight Compliance Knowledge: Since compliance is crucial in this role, ensure you mention any experience you have with regulatory standards and internal policies. This will demonstrate your ability to maintain high standards in your work.
Showcase Mentoring Experience: If you have experience mentoring or supporting junior colleagues, be sure to include this in your application. It shows leadership potential and a willingness to contribute to team development.
How to prepare for a job interview at mbf
✨Showcase Your Experience
Make sure to highlight your previous experience in an IFA or financial planning environment. Be prepared to discuss specific examples of how you've managed client portfolios and processed new business applications.
✨Demonstrate Organisational Skills
Since strong organisational skills are crucial for this role, come ready to share how you prioritise tasks and manage multiple responsibilities. Consider using real-life scenarios to illustrate your approach.
✨Understand Financial Products
Brush up on your knowledge of financial products and compliance requirements. Being able to discuss these topics confidently will show that you are well-prepared and knowledgeable about the industry.
✨Prepare Questions
Have a few thoughtful questions ready to ask the interviewer. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your career goals and values.
