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- Tasks: Manage client correspondence and support advisers with pensions and investments.
- Company: Established financial planning firm in Wokingham with a supportive environment.
- Benefits: Salary up to £36,000 pro-rata, 4-day work week, and 28 days annual leave.
- Why this job: Join a stable role where your expertise in finance is valued and can grow.
- Qualifications: Experience in IFA Administration and strong organisational skills required.
- Other info: Convenient office location with excellent transport links and career progression opportunities.
The predicted salary is between 30000 - 36000 £ per year.
Part time location: Wokingham
Salary: £30,000 - £36,000 (pro-rata)
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 Senior 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
- 4-day week (Monday - Thursday) salary pro-rata
- 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 Wokingham employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator in Wokingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, especially those who might know about opportunities at firms like the one in Wokingham. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your pensions and investments knowledge. Make sure you can confidently discuss your previous experience and how it relates to the role of Senior IFA Administrator. We want you to shine!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed client correspondence or handled complex queries. This will demonstrate that you're the backbone of the advisory process they’re looking for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior IFA Administrator in Wokingham
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 IFA Administration experience and how it aligns with what we’re looking for. Keep it professional but let your personality come through!
Showcase Relevant Skills: In your application, make sure to highlight your proficiency in Microsoft Office and any experience with Intelliflo (IO). These are key skills for us, so don’t be shy about mentioning them. We love seeing candidates who are confident in their abilities!
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 that it gets into the right hands. 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. The role requires a solid understanding of these areas, so be prepared to discuss specific examples from your previous experience that demonstrate your expertise.
✨Showcase Your Organisation Skills
As a Senior IFA Administrator, strong organisational skills are key. Bring examples of how you've managed client correspondence or maintained accurate records in the past. This will show that you can handle the varied tasks of the role efficiently.
✨Practice Your Communication
Since you'll be the first point of contact for clients, practice your telephone manner and written communication. Consider doing mock interviews with a friend to refine your responses and ensure clarity in your communication style.
✨Familiarise Yourself with Intelliflo
If you have experience using Intelliflo, great! If not, take some time to learn about it. Being able to discuss how you would use this software to manage client records will give you an edge in the interview.
