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- Tasks: Provide essential admin support for financial products and manage client cases.
- Company: Established financial services firm with a focus on client satisfaction.
- Benefits: Competitive salary, private medical insurance, income protection, and pension scheme.
- Other info: Hybrid working available with opportunities for career growth.
- Why this job: Join a collaborative team and gain valuable experience in the financial sector.
- Qualifications: Experience in financial services and strong admin skills required.
The predicted salary is between 27000 - 35000 £ per year.
Location: Farnborough (hybrid working available)
Salary: £27,000 - £35,000 + 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 (AC / 94), 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 Administrator in Southampton employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Southampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in IFAs. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products. Make sure you can confidently discuss ISAs, pensions, and investment accounts. We want you to shine when they ask about your experience!
✨Tip Number 3
Showcase your administrative skills! Bring examples of how you've managed cases or improved processes in previous roles. We love seeing candidates who can demonstrate their ability to handle multiple tasks efficiently.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate individuals ready to join our collaborative team.
We think you need these skills to ace IFA Administrator in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your previous financial services experience 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 fits with our client-focused approach. Let us know what excites you about working in a collaborative environment.
Showcase Your Skills: Don’t forget to mention your proficiency in Microsoft Word and Excel, as well as your strong administrative and customer service skills. We’re looking for someone who can manage cases efficiently and maintain accurate records, so make sure to highlight these abilities!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Mulberry Recruitment
✨Know Your Financial Products
Make sure you brush up on your knowledge of ISAs, bonds, pensions, and protection products. Being able to discuss these confidently will show that you're not just familiar with the terminology but also understand how they work in practice.
✨Demonstrate Your Administrative Skills
Prepare examples from your past experience where you've successfully managed multiple tasks or cases. Highlight your proficiency in Microsoft Word and Excel, as these skills are crucial for the role. Think about specific situations where you’ve improved processes or maintained accurate records.
✨Showcase Your Customer Service Experience
Since this role involves handling queries from advisers and clients, be ready to share instances where you've provided excellent customer service. Discuss how you resolved issues or improved client satisfaction, as this will demonstrate your ability to thrive in a client-focused environment.
✨Understand Compliance and Regulations
Familiarise yourself with the compliance processes relevant to financial services. Be prepared to discuss how you’ve adhered to regulations in previous roles, as this will reassure the interviewers that you can maintain the high standards expected in their firm.