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- Tasks: Assist clients with queries and organise financial planning reviews.
- Company: Join a dynamic financial services firm in Winnersh, focused on client satisfaction.
- Benefits: Enjoy flexible working hours and a competitive salary of £30,000 - £35,000.
- Why this job: Be part of a supportive team that values personal development and client relationships.
- Qualifications: 1+ years in financial services; strong communication and IT skills required.
- Other info: Experience with iO is a plus, but not essential.
The predicted salary is between 25000 - 29000 £ per year.
IFA Administrator Location: Wokingham Salary: £26,000 £35,000 Hours: Full time OR Part-time (2030 hrs) An excellent opportunity for an IFA Administrator to join a respected Financial Planning firm in Wokingham. You will provide high-quality administrative support to Financial Advisers, manage client communication, and coordinate financial planning reviews. This role is ideal for someone with existing Financial Services / Financial Planning experience who enjoys working closely with Advisers and delivering exceptional client service. Key Responsibilities Respond promptly and professionally to client queries with clear, thorough communication. Record and maintain all written and electronic client communication accurately in Intelliflo (iO). Collect and verify client policy information and critical data in line with KYC requirements. Obtain policy details, quotes, illustrations, and product information. Manage new client onboarding from first contact through to fund investment. Process and submit new business efficiently to providers. Handle investment trades, fund switches, and occasionally peer review colleagues\’ fund switch instructions. Organise annual financial planning reviews on behalf of Financial Advisers. Prepare meeting documentation including product literature, illustrations, forms and agreements. Confidently send critical client data using DocuSign and other approved digital methods. Create, schedule and manage follow-up tasks for meetings, client requests and new submissions on iO. Adhere to internal processes and FCA compliance (AML, GDPR), ensuring confidentiality at all times. Contribute to personal development and support the wider Admin and Paraplanning team. Peer review colleague work where required (applications, correspondence, technical fund switches). Experience & Skills Minimum 1 year Financial Services industry experience (it must be in either Pensions, Investments or an IFA firm). Knowledge of investments, pensions and family wealth planning. Experience using iO preferred, but not essential. Exceptional accuracy and attention to detail. Strong IT ability, especially Microsoft Office (intermediate Excel). Understanding of Financial Adviser needs and FCA requirements.
IFA Administrator employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the iO system, as it's mentioned in the job description. Even if you haven't used it before, understanding its functionalities can give you an edge during interviews.
✨Tip Number 2
Brush up on your knowledge of financial products, especially investments and pensions. Being able to discuss these topics confidently will demonstrate your expertise and commitment to the role.
✨Tip Number 3
Prepare examples of how you've successfully handled client queries in the past. This will showcase your communication skills and ability to provide excellent service, which is crucial for this position.
✨Tip Number 4
Network with professionals in the financial services industry. Engaging with others can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
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 services and administration. Emphasise any roles where you've worked alongside Financial Advisors or dealt with client queries.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Mention your experience with client communication, data management, and compliance to demonstrate your fit for the role.
Showcase Your Skills: In your application, clearly outline your technical knowledge of investments, pensions, and wealth planning. Provide examples of how you've delivered excellent service to clients in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Attention to detail is crucial in this role, so make sure your application reflects that.
How to prepare for a job interview at Mulberry Recruitment
✨Showcase Your Communication Skills
As an IFA Administrator, clear and effective communication is key. Be prepared to demonstrate your ability to handle client queries and articulate complex information simply during the interview.
✨Highlight Your Attention to Detail
Given the importance of accuracy in this role, share examples from your past experience where your attention to detail made a significant difference. This could be in processing client information or ensuring compliance with regulations.
✨Familiarise Yourself with iO
While experience with iO is desired but not essential, showing that you have researched the platform and understand its functionalities can set you apart. Mention any similar systems you've used to demonstrate your adaptability.
✨Prepare for Technical Questions
Expect questions related to investments, pensions, and family wealth planning. Brush up on your technical knowledge and be ready to discuss how it applies to the role, as well as any relevant industry qualifications you may have.
