Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners with administrative tasks and client queries.
- Company: Join a progressive firm of Independent Financial Planners with a strong client focus.
- Benefits: Enjoy 26 days holiday, hybrid work, flexible hours, and full exam support.
- Why this job: Great opportunity to grow in a supportive environment while gaining industry experience.
- Qualifications: Industry experience preferred; passion for finance and pursuing Level 4 Diploma is essential.
- Other info: Equal opportunity employer welcoming diverse candidates.
The predicted salary is between 18600 - 43400 £ per year.
Technical IFA Administrator Stockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Full exam support Group Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring IFA Administrator to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present Administrative support. Responsibilities: Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion. Have an understanding of 3rd party providers platforms and processing times Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion. Investigate and handle any client/consultant queries Manage post relating to new business cases. Dealing with client/provider queries over the phone and via email. Understand our internal compliance procedures and the requirements of 3rd party providers Maintaining client records on back-office system Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers. To be considered you will need to have industry related experience and will ideally be working towards industry related exams, OR be passionate about obtaining the Level 4 Diploma. Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy. Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion
Technical IFA Administrator employer: Medlock Partners Ltd
Contact Detail:
Medlock Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical IFA Administrator
✨Tip Number 1
Familiarize yourself with the specific processes mentioned in the job description, such as Transfers, Top Ups, and Fund Switches. Understanding these terms will help you speak confidently about your knowledge during the interview.
✨Tip Number 2
Research the company’s preferred 3rd party providers and their platforms. Being able to discuss these in your conversation will show that you are proactive and genuinely interested in the role.
✨Tip Number 3
Highlight any experience you have with client management systems or diary management tools. This will demonstrate your organizational skills and ability to manage workloads effectively.
✨Tip Number 4
Prepare to discuss your commitment to obtaining the Level 4 Diploma. Showing enthusiasm for professional development can set you apart from other candidates.
We think you need these skills to ace Technical IFA Administrator
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Technical IFA Administrator. Highlight your relevant experience and how it aligns with the tasks mentioned in the job description.
Tailor Your CV: Customize your CV to reflect your experience in financial planning and administration. Emphasize any relevant qualifications or progress towards industry exams, as this is important for the role.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your passion for the financial services industry. Mention specific examples of how you've handled client queries or administrative tasks in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in this role.
How to prepare for a job interview at Medlock Partners Ltd
✨Understand the Role
Make sure you have a clear understanding of the responsibilities of a Technical IFA Administrator. Familiarize yourself with processes like Transfers, Top Ups, and Withdrawals, as well as the importance of compliance procedures.
✨Show Your Passion for Learning
Since the role encourages pursuing industry-related exams, express your enthusiasm for obtaining the Level 4 Diploma. Share any relevant experiences or studies that demonstrate your commitment to professional development.
✨Demonstrate Communication Skills
As you'll be dealing with client/provider queries over the phone and via email, highlight your communication skills. Prepare examples of how you've effectively handled client inquiries in the past.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the company and the role, and it gives you a chance to learn more about their team dynamics and culture.
