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- Tasks: Assist clients with financial queries and organise annual reviews for Financial Advisors.
- Company: Dynamic financial services firm based in Wokingham.
- Benefits: Competitive salary, flexible hours, and opportunities for personal development.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: 1+ years in financial services and strong communication skills required.
- Other info: Collaborative environment with potential for career growth.
The predicted salary is between 25000 - 29000 £ per year.
My client is seeking an IFA Administrator based in Wokingham. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors.
The ideal candidate will have experience working within Financial Services/Planning and alongside Financial Advisors.
Duties:- Quickly and effectively deal with queries from clients through clear and thorough communication.
- Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO).
- Collect, collate, and record client policy information and critical data in accordance with the principles of KYC.
- Obtain policy information, quotes, illustrations, and product details.
- New client on-boarding from initial contact until funds are invested.
- Process and submit new business to providers and ensure applications are completed efficiently.
- Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues.
- Organising financial planning annual reviews with clients on behalf of the Financial Adviser.
- Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements.
- Be proficient sending critical client data by DocuSign and other electronic methods.
- Create, schedule, and manage follow up tasks relating to client meetings, ad-hoc requests, and new business submissions on iO.
- Comply with internal and FCA compliance policies and procedures, ensuring all client data and information remain confidential and compliant e.g., AML & GDPR.
- Commit to continuous personal development.
- Assist and work collaboratively with other members of the Administration and Paraplanning team.
- On a day-to-day basis you may be required to peer review colleague work, which could include new applications, written correspondence, and technical fund switches on provider platforms.
- A minimum of 1 years experience within the financial services industry.
- Experience using iO is desired, but not essential.
- Strong technical knowledge of investments, pensions, and family wealth planning.
- Excellent written and verbal communication skills are essential.
- A very high attention to detail and accuracy is also essential.
- Demonstrable experience delivering the highest level of service to clients.
- Excellent IT skills and proficiency on Microsoft Office packages, with an intermediate knowledge of Excel.
- Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements.
- Industry qualifications are desired, but not essential.
IFA Administrator / Financial Planning Administrator employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator / Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work with IFA Administrators. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investments and pensions. We recommend practising common interview questions related to client communication and compliance, so you can showcase your expertise confidently.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it’s a great way to reiterate your skills and fit for the position.
✨Tip Number 4
Apply through our website for the best chance at landing the job! We’re always looking for talented individuals who are passionate about financial planning and client service, so make sure your application stands out.
We think you need these skills to ace IFA Administrator / Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with what we’re looking for. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: Since clear communication is key in this role, make sure your application reflects your written communication skills. Use proper grammar and structure, and don’t forget to proofread – we appreciate attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at Mulberry Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially investments and pensions. Familiarise yourself with the key terms and concepts that are relevant to the role, as this will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Communication Skills
Since clear communication is crucial in this role, prepare examples of how you've effectively dealt with client queries in the past. Think about specific situations where your communication made a difference, and be ready to share these during the interview.
✨Be Detail-Oriented
Highlight your attention to detail by discussing experiences where accuracy was vital. You might want to mention any systems or processes you've used to ensure compliance with regulations like AML and GDPR, as this will show you're serious about maintaining high standards.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client management and how they support their Financial Advisors. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your career goals.
