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- Tasks: Support the Wealth team with administration of Life, Investment, and Pensions.
- Company: Specialist Wealth Management firm with a focus on client service.
- Benefits: Permanent position with opportunities for growth and development.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Basic administration skills and a keen interest in finance.
- Other info: Opportunity to mentor apprentices and enhance your professional skills.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis. As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications.
Role Responsibilities:
- Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager
- Running comprehensive IO activities for each piece of business whether it is new business, top ups and any other policy variations for example Change of DFM/Model, Fund Switches
- Adding fees/ payaways /splits entries to IO
- Knowledge of Adviser Bandings
- Knowledge of Introducers / Payaways
- Oversee management of Annual Reviews and Portfolio Reviews that are due i.e. ensuring delivery and action by adviser and Review Team
- Assist the Review Team with the preparation of AR’s & PR’s in overflow situations
- Check Portfolio Reports prepared by Review Team
- Liaising with clients, solicitors, accountants, life offices, lenders and platform providers by telephone, e-mail, fax and letter
- Handle administration enquiries / queries as directed by the Client Services Manager
- Provide training / mentoring to apprentice staff as directed by the Client Services Manager
- Prepare Platform withdrawals / fund switches / transactions for approval by Senior CSE or Client Services Manager
- Producing ad-hoc (non-standard) and standard letters in response to customer/provider queries
- Obtaining life, investment and pension quotations using research tools
- Presenting quotations to advisers along with relevant data and documents required for the advice to be provided
Key Skills & Experience:
- The requisite knowledge for the role being undertaken
- Be working to / maintaining basic administration, technical knowledge and qualifications for the job role
- Detailed knowledge and understanding of the firm’s administration and client service requirements
- Understanding of the provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures
Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful.
IFA Administrator employer: MERJE
Contact Detail:
MERJE Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of life, investment, and pensions. Familiarise yourself with common queries and scenarios you might face as an IFA Administrator. This will help you stand out and show that you're ready to hit the ground running!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Use our website to find roles that excite you and tailor your approach to each company. A targeted application is always more effective than a scattergun approach!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and gives you another chance to reiterate why you’re the perfect fit for their team.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in administration, especially in Life, Investment, and Pensions. We want to see how your skills match what we're looking for!
Showcase Relevant Experience: In your cover letter, showcase any relevant experience you have with trackers, spreadsheets, or client communication. We love seeing how you've handled similar tasks in the past, so don't hold back!
Be Clear and Concise: When filling out your application, be clear and concise. Use bullet points where possible to make it easy for us to read. We appreciate straightforwardness, especially when it comes to your skills and experiences.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the whole process smoother for everyone involved.
How to prepare for a job interview at MERJE
✨Know Your Stuff
Make sure you brush up on your knowledge of life, investment, and pensions. Familiarise yourself with the specific processes mentioned in the job description, like handling applications and managing trackers. This will show that you're not just interested in the role but also understand what it entails.
✨Practice Makes Perfect
Rehearse common interview questions related to administration and client service. Think about how you would handle specific scenarios, such as liaising with clients or preparing reports. Practising your responses will help you feel more confident and articulate during the actual interview.
✨Show Your Team Spirit
Since the role involves supporting a team, be ready to discuss your experience working collaboratively. Share examples of how you've contributed to team success in previous roles, especially in training or mentoring others, as this aligns well with the responsibilities outlined.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the firm's approach to client service or how they support their staff's professional development. This shows your genuine interest in the company and helps you assess if it's the right fit for you.
