At a Glance
- Tasks: Support Financial Advisers and Paraplanners with admin tasks and client communications.
- Company: Join a friendly, boutique financial planning practice in Poole with strong values.
- Benefits: Enjoy a competitive salary, performance bonuses, and support for professional development.
- Other info: Experience a welcoming culture with low staff turnover and excellent on-the-job training.
- Why this job: Be part of a close-knit team that values growth and offers genuine career progression.
- Qualifications: Previous experience in financial planning administration and strong organisational skills required.
The predicted salary is between 28800 - 43200 £ per year.
2 days ago Be among the first 25 applicants
This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Director/Senior Recruitment Consultant - Financial Services - South West & Wales
An excellent opportunity has arisen for an IFA Administrator to join a well-established, boutique financial planning practice based in Poole. Known for their professional yet friendly culture, this medium-sized firm offers a supportive environment, strong values, and a commitment to delivering outstanding client service.
You'll be joining a close-knit and collaborative team, working alongside Financial Advisers, Paraplanners, and fellow Administrators to provide high-quality support throughout the advice process. This is a company that truly values its people—reflected in their low staff turnover, personalised training, and opportunities for career progression.
The role:
As an IFA Administrator, you will play a vital role in the day-to-day operations of the business, supporting the advice process from start to finish.
Key responsibilities include:
- Preparing client documentation, reports, and meeting packs
- Processing new business and liaising with product providers
- Maintaining accurate client records and back-office systems
- Supporting Financial Advisers and Paraplanners with administrative tasks
- Managing client communications, both by phone and email
- Ensuring all work is carried out in line with compliance and company procedures
About you:
- Previous experience in a financial planning or wealth management administration role
- Strong organisational and communication skills
- Confident working with clients and internal stakeholders
- Proactive, detail-oriented, and a team player
- Keen to develop your skills and progress within the industry
What’s on offer:
- Basic salary up to £36,000 depending on experience
- Performance-based bonus
- Company benefits package
- Support for market exams and professional development
- Genuine opportunities for progression within a growing, supportive firm
- A welcoming, people-focused culture with a strong team
This is a fantastic opportunity to join a respected and friendly firm where you’ll be supported, challenged, and given the tools to grow your career in financial services.
Seniority level
Seniority level
Associate
Employment type
Employment type
Full-time
Job function
Job function
Finance
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#J-18808-LjbffrIFA Administrator in Poole employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Poole
✨Tip Number 1
Familiarise yourself with the financial planning process and the specific duties of an IFA Administrator. Understanding the nuances of client documentation, compliance, and communication will help you stand out during interviews.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in administration roles. Attend local finance-related events or join online forums to gain insights and potentially get referrals.
✨Tip Number 3
Showcase your organisational skills by preparing a mock client report or documentation sample. This practical demonstration can be a great conversation starter during interviews and highlight your proactive approach.
✨Tip Number 4
Research the company culture of the firm you're applying to. Tailor your conversations to reflect their values and demonstrate how you align with their commitment to outstanding client service and teamwork.
We think you need these skills to ace IFA Administrator in Poole
Some tips for your application 🫡
Understand the Role:Read the job description carefully to understand the key responsibilities and requirements for the IFA Administrator position. Tailor your application to highlight how your skills and experience align with these specific needs.
Craft a Tailored CV:Create a CV that emphasises your previous experience in financial planning or wealth management administration. Use clear headings and bullet points to make it easy to read, and ensure you include relevant achievements that demonstrate your organisational and communication skills.
Write a Compelling Cover Letter:In your cover letter, express your enthusiasm for the role and the company. Mention why you are drawn to their supportive culture and how you can contribute to their team. Be sure to address specific points from the job description to show you’ve done your homework.
Proofread Your Application:Before submitting your application, take the time to proofread all documents. Check for spelling and grammatical errors, and ensure that your contact information is correct. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at mbf
✨Show Your Organisational Skills
As an IFA Administrator, you'll need to demonstrate strong organisational abilities. Be prepared to discuss how you've managed multiple tasks in previous roles and provide examples of how you prioritised your workload effectively.
✨Communicate Clearly
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely, especially when discussing your experience with clients and internal stakeholders. This will show that you can handle client communications confidently.
✨Highlight Your Team Player Attitude
Since you'll be working closely with Financial Advisers and Paraplanners, it's important to convey your ability to collaborate. Share examples of successful teamwork from your past experiences to illustrate your proactive and supportive nature.
✨Demonstrate Your Commitment to Professional Development
The firm values personal growth, so express your eagerness to develop your skills further. Mention any relevant courses or certifications you're interested in pursuing, and how they align with your career goals in financial services.
