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- Tasks: Support Senior Advisers with client correspondence and manage investment and pension transactions.
- Company: Established financial planning firm in Wokingham with a supportive environment.
- Benefits: Salary up to £36,000, option for a 4-day work week, and 28 days annual leave.
- Why this job: Join a stable role where your expertise in pensions and investments is truly valued.
- Qualifications: Experience in IFA Administration and strong organisational skills required.
- Other info: Great transport links and opportunities for long-term career progression.
The predicted salary is between 30000 - 36000 £ per year.
Location: Wokingham
Salary: £30,000 - £36,000
Full-time (option to work 4 days per week) Permanent | Office-based
Are you an experienced Senior IFA Administrator looking for a stable, well-structured role where your pensions and investments knowledge is valued? Our client, a well-established financial planning firm based in Wokingham, is looking to welcome a skilled IFA Administrator to support Senior Advisers across investments and pensions. This is a varied, hands-on role offering long-term progression, flexibility around working patterns, and the opportunity to work closely with experienced IFAs. If you enjoy being the backbone of the advisory process ensuring accuracy, compliance, and excellent client service - this could be an excellent next step.
The Role
- Managing client correspondence via phone, email, portals, and messages
- Acting as the first point of contact for both general and technical client queries
- Liaising with platforms and providers to research and resolve queries
- Processing pensions and investment transactions including contributions, withdrawals, drawdowns, income payments, and fund switches
- Maintaining accurate client records on Intelliflo (IO) and spreadsheets
- Preparing clear and accurate summaries for new clients
- Reviewing suitability and review reports to ensure accuracy and compliance
- Monitoring and managing client portal communications
- Reviewing adviser meeting notes and implementing agreed actions and follow-ups
About You
- Previous experience in an IFA Administration role, with solid knowledge of pensions and investments
- Strong organisational skills with excellent attention to detail
- Confident, professional telephone manner and clear written communication
- Proficient in Microsoft Office
- Experience using Intelliflo (IO) is highly advantageous
What's on Offer
- Salary up to £36,000 depending on experience
- Option to work a 4-day week (Monday - Thursday) salary prorata
- 28 days annual leave
- Company pension
- Office conveniently located with excellent transport links from Wokingham station
- Supportive, professional environment with experienced advisers
Senior IFA Administrator in Reading employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator in Reading
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for a Senior 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 those interviews by brushing up on your knowledge of pensions and investments. Make sure you can confidently discuss your experience and how it aligns with the role. We want you to shine when you get that chance to impress!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the position. Plus, it keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Check out our website for the latest job postings. We regularly update our listings, and applying through us gives you a better chance of landing that dream job. Let’s get you into that Senior IFA Administrator role!
We think you need these skills to ace Senior IFA Administrator in Reading
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior IFA Administrator role. Highlight your experience in pensions and investments, and don’t forget to showcase your organisational skills and attention to detail. We want to see how you can be the backbone of the advisory process!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your previous experience in IFA Administration and how it aligns with what we’re looking for. Keep it professional but let your personality come through!
Showcase Your Communication Skills: Since clear written communication is key for this role, make sure your application is free from typos and errors. We want to see that you can communicate effectively, so keep your language clear and concise. Remember, first impressions count!
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 on joining our team at StudySmarter!
How to prepare for a job interview at Mulberry Recruitment
✨Know Your Stuff
Make sure you brush up on your pensions and investments knowledge. Familiarise yourself with the latest trends and regulations in the financial planning sector, as this will show that you're not just experienced but also current and engaged.
✨Showcase Your Organisation Skills
As a Senior IFA Administrator, strong organisational skills are key. Prepare examples of how you've managed client correspondence or handled multiple tasks efficiently in previous roles. This will demonstrate your ability to keep everything running smoothly.
✨Practice Your Communication
Since you'll be the first point of contact for clients, practice your telephone manner and written communication. Consider role-playing common client queries with a friend to ensure you can respond confidently and clearly during the interview.
✨Familiarise Yourself with Intelliflo
If you have experience with Intelliflo, great! If not, take some time to learn about it. Being able to discuss how you would use this software to maintain accurate client records will give you an edge and show your commitment to the role.
