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- Tasks: Support Financial Planners with administrative tasks and client queries.
- Company: Join a thriving firm of Independent Financial Planners with a strong growth record.
- Benefits: Enjoy hybrid working, 25 days holiday, life assurance, and free parking.
- Why this job: Great opportunity to kickstart your career in finance with a supportive team.
- Qualifications: Industry experience preferred; passion for finance and pursuing Level 4 Diploma is a plus.
- Other info: Equal opportunity employer welcoming diverse candidates.
The predicted salary is between 24000 - 36000 £ per year.
IFA Administrator, Salary up to £30,000(Experience dependant) Birmingham, Hybrid working 25 Days Holiday, increases based on service Life Assurance Free Parking Income Protection Sick Pay Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. Our Client are a national Firm who have seen year on year growth, 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.
IFA Administrator employer: Medlock Partners
Contact Detail:
Medlock Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land 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 approach to client management and their compliance procedures. This will not only show your interest in the role but also help you align your answers with their values during discussions.
✨Tip Number 3
Network with current or former employees of the firm on platforms like LinkedIn. They can provide insights into the company culture and expectations, which can be invaluable for your application process.
✨Tip Number 4
Prepare to discuss your experience with client queries and administrative tasks. Highlighting relevant examples will demonstrate your capability to handle the responsibilities outlined in the job description.
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 financial planning or administration. Emphasize any specific skills related to processing transfers, managing client queries, and understanding compliance procedures.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention your willingness to pursue the Level 4 Diploma and how your background aligns with the responsibilities outlined in the job description.
Highlight Relevant Experience: In your application, clearly outline any previous roles or experiences that relate to the tasks mentioned, such as managing workloads, handling client queries, or working with third-party providers.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial in the financial services sector.
How to prepare for a job interview at Medlock Partners
✨Understand the Role
Make sure you have a clear understanding of the IFA Administrator role and its responsibilities. Familiarize yourself with tasks like processing transfers, managing client queries, and maintaining records. This will help you answer questions confidently and demonstrate your knowledge.
✨Show Your Passion for the Industry
Since the job mentions the importance of industry-related experience and pursuing qualifications, express your enthusiasm for financial planning. Talk about any relevant coursework or certifications you're pursuing, like the Level 4 Diploma, to show your commitment to the field.
✨Prepare for Compliance Questions
Given the emphasis on compliance procedures in the job description, be ready to discuss your understanding of compliance in financial services. Think of examples from your past experiences where you adhered to regulations or handled sensitive information responsibly.
✨Demonstrate Strong Communication Skills
As the role involves dealing with clients and third-party providers, highlight your communication skills. Prepare examples of how you've effectively managed client relationships or resolved queries in previous roles, whether over the phone or via email.
