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For Companies At a Glance
- Tasks: Support advisers and enhance client experiences in a dynamic financial planning environment.
- Company: Join a respected firm managing £2 billion AUM, specialising in tailored financial solutions.
- Benefits: Enjoy hybrid working, 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 ensuring compliance with regulatory standards.
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 contribute to enhancing client experiences.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work in IFA roles. Attend relevant events or join online forums to connect with others in the field, which could lead to valuable insights and potential referrals for the position.
✨Tip Number 3
Prepare to discuss your experience in managing client portfolios and your approach to client relationship management. Be ready to share specific examples of how you've successfully supported advisers and improved client satisfaction in your previous roles.
✨Tip Number 4
Research the regulatory standards and compliance requirements relevant to the role. Being well-versed in these areas will not only boost your confidence but also demonstrate your commitment to maintaining high professional 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 your experience in an IFA or financial planning environment. Emphasise your organisational skills and any relevant client relationship management experience to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of financial products and compliance requirements. Mention specific examples of how you've supported advisers or enhanced client experiences in previous roles.
Highlight Relevant Skills: In your application, clearly outline your strong interpersonal and communication skills. Provide examples of how you've successfully managed client portfolios and ensured accurate administration in past positions.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial for the role of an IFA Administrator.
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 supported advisers in the past.
✨Demonstrate Organisational Skills
Since strong organisational skills are crucial for this role, come prepared with examples that showcase your ability to manage multiple tasks efficiently. Discuss any tools or methods you use to stay organised.
✨Understand Financial Products
Brush up on your knowledge of financial products and compliance requirements. Being able to discuss these confidently will show that you are well-prepared and understand the industry standards.
✨Prepare for Client Relationship Questions
Expect questions about client relationship management. Think of scenarios where you've successfully communicated with clients or resolved issues, as this will demonstrate your interpersonal skills and commitment to exceptional client care.
