At a Glance
- Tasks: Provide essential admin support for financial products and manage client cases.
- Company: Established financial services firm with a focus on client satisfaction.
- Benefits: Great salary, private medical insurance, income protection, and life assurance.
- Other info: Hybrid working available with opportunities for career growth.
- Why this job: Join a collaborative team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong admin skills required.
The predicted salary is between 27000 - 33500 £ per year.
IFA Administrator Location: Farnborough (hybrid working available) Salary: £27,000 – £33,500 + excellent benefits
Our client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team.
This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of financial products.
Key responsibilities
- Processing new business across investments (ISAs, bonds, investment accounts), pensions, and protection (individual and corporate)
- Managing cases from submission through to “in force” status
- Proactively managing pipeline cases in line with SLAs
- Raising new business invoices
- Booking annual review meetings
- Handling queries from advisers, clients, and providers
- Maintaining accurate and compliant client records
- Ensuring documentation is stored correctly
- Supporting wider team objectives and service standards
Experience required
- Previous financial services experience (ideally within an IFA or provider environment)
- Experience processing new business across multiple product types
- Strong administrative and customer service skills
- Proficiency in Microsoft Word and Excel
- Minimum of 5 GCSEs (A–C / 9–4), including Maths and English
Desirable
- Experience with life, investment, or pensions products
- Exposure to DB transfers
- Understanding of regulated environments and compliance processes
Benefits include
- Private medical insurance (self-cover)
- Income protection (75% of salary for up to 3 years)
- Life assurance (4x salary)
- Critical illness cover (£50,000 lump sum)
- Pension (6% employer / 3% employee)
IFA / New Business Administrator in Farnborough employer: Mulberry Recruitment
Mulberry Recruitment is an excellent employer, offering a supportive work culture that prioritises employee development and well-being. Located in Farnham, the firm provides competitive salaries and bonuses, alongside opportunities for professional growth within a reputable team dedicated to delivering exceptional client service.
StudySmarter Expert Advice🤫
We think this is how you could land IFA / New Business Administrator in Farnborough
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Mulberry Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA / New Business Administrator in Farnborough
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Mulberry Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Mulberry Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Mulberry Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Mulberry Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Mulberry Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Mulberry Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
