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- Tasks: Provide top-notch admin support to Financial Planners and high-net-worth clients.
- Company: Join a prestigious Financial Planning & Investment Management firm with a supportive culture.
- Benefits: Salary up to £39,000, discretionary bonus, and exceptional benefits including private medical insurance.
- Why this job: Be part of a professional team delivering outstanding client service and making a real impact.
- Qualifications: 3+ years in Financial Planning administration, excellent communication, and organisational skills.
- Other info: Enjoy hybrid working and first-class training in a dynamic environment.
The predicted salary is between 23400 - 39000 £ per year.
We are proud to be working with one of the UK’s most prestigious Financial Planning & Investment Management organisations - a firm recognised for its exceptional client service and outstanding reputation in the market. Despite its national footprint, the company prides itself on maintaining a collaborative, supportive, and close-knit working culture.
With continued growth across their Financial Planning division, they are now seeking an experienced IFA/Financial Planning Administrator to join their highly regarded team. This is a superb opportunity for an individual who takes pride in delivering high-quality administration and enjoys being a key part of a professional, client-focused operation.
The opportunity
In this role, you will provide comprehensive administrative support to a team of highly successful Financial Planners and their portfolio of high-net-worth clients, ensuring a smooth, efficient, and exceptional client experience.
Key Responsibilities
- Develop strong, trusted relationships with Financial Planners and clients
- Work collaboratively with Paraplanners and internal teams to deliver seamless and compliant administration
- Ensure timely and accurate delivery of client reviews in line with regulatory requirements
- Prepare and coordinate documents for client meetings
- Maintain up-to-date and fully compliant client files pre- and post-meeting
- Process all post-meeting tasks, including Letters of Authority and new business submissions across various platforms and providers
- Maintain a strong level of industry awareness through ongoing learning and internal workshops
About You
- A minimum of 3 years’ experience within Financial Planning/Wealth Management administration
- Highly organised, detail-driven, and proactive in managing workloads
- Excellent communication skills across written, verbal, and client-facing interactions
Package
- Salary up to £39,000
- Discretionary bonus
- Exceptional benefits including pension, death in service and private medical insurance
- Hybrid working: 3 days office, 2 days from home
- First-class training and ongoing professional support
This is an outstanding chance to join one of the UK’s leading names in Financial Planning, working in a professional environment where high standards, integrity, and exceptional client service are at the heart of everything they do.
IFA Administrator - Basic to £39,000 employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator - Basic to £39,000
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that dream job.
✨Tip Number 2
Prepare for interviews by researching the company inside out. Understand their values, culture, and recent achievements. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on articulating your experience in financial planning and how it aligns with the role of an IFA Administrator.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to showcase your skills and experience directly to potential employers. Plus, it shows you're proactive and serious about your job search.
We think you need these skills to ace IFA Administrator - Basic to £39,000
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in Financial Planning or Wealth Management, and don’t forget to showcase your organisational skills and attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background makes you a perfect fit for the team. Remember to mention your experience with high-net-worth clients and your commitment to exceptional client service.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your written application is clear, concise, and free of errors. This is your opportunity to demonstrate your professionalism and attention to detail right from the start!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to keep track of your application and ensures you’re considered for this fantastic opportunity!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on the basics of financial planning and investment management. Familiarise yourself with key terms and concepts that are relevant to the role, as well as the company’s values and client service approach. This will show your genuine interest and help you engage in meaningful conversations during the interview.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your organisational skills and attention to detail. Think about times when you successfully managed client files or collaborated with teams to deliver exceptional service. This will demonstrate your capability and fit for the IFA Administrator position.
✨Ask Insightful Questions
Come prepared with questions that reflect your understanding of the role and the company culture. Inquire about how the team collaborates or what ongoing training opportunities are available. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Dress the Part
Even if the company has a hybrid working model, it’s important to present yourself professionally for the interview. Opt for smart attire that aligns with the company’s image. First impressions matter, and looking polished can set a positive tone for the conversation.
