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- Tasks: Support Financial Planners and enhance client experiences in a dynamic team.
- Company: Join a forward-thinking financial planning firm in Birmingham.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Why this job: Grow your career with structured training and learn from experienced professionals.
- Qualifications: Experience in wealth management and strong communication skills required.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
The predicted salary is between 28800 - 48000 £ per year.
We’re seeking an ambitious individual to join our Financial Planning team in Birmingham. You will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.
As an IFA Administrator you will be supported to grow personally and professionally, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, and you will have the opportunity to collaborate with and learn from a team of experienced Investment Managers and Financial Advisers.
This is a hybrid working role with a requirement to be in the office 3 days per week after probation.
Your responsibilities will include among others:
- Working closely with the aligned FPs/Investment Managers to deliver excellent client outcomes, build relationships and maintain regular contact.
- Onboarding clients/processing new business/preparation of meeting packs and valuations (as required).
- Completing application forms and paperwork - Invoices & Withdrawals.
- Letters of authority / Client servicing/client queries.
- Liaising with operational teams where support is provided on activities, e.g., scripts, transfers, corporate actions, static data changes, where applicable.
- Assisting investment managers in the preparation of new business pitches and presentations.
- Maintaining back-office systems and client records in line with the company policies.
To be successful in this role, you should have experience as follows:
- Prior experience or currently working for an IFA in the Wealth management industry.
- Client facing experience, dealing with HNW clients and an ability to use judgement & reasoning to propose solutions to problems.
- Experience in most of these financial products: ISAs/Pensions/SIPPS/SSAS/Offshore bonds.
- Strong (verbal and written) communication skills with an ability to build relationships.
- Ability to fully plan workload and display excellent organisational skills.
As a colleague, you will have access to benefits that include:
- Competitive salary.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Hybrid working model (role dependent).
- Generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. We have a wide range of highly active employee resource groups and we are delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
IFA Administrator in Birmingham employer: Nelson Scott
Contact Detail:
Nelson Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, especially those who work with 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 researching the company and its culture. Understand their approach to client relationships and be ready to share how your experience aligns with their values. We want to see your passion for delivering excellent client outcomes!
✨Tip Number 3
Showcase your organisational skills! During interviews, highlight specific examples of how you've managed workloads or improved processes in previous roles. This will demonstrate your ability to thrive as an IFA Administrator.
✨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 take the initiative to engage directly with us.
We think you need these skills to ace IFA Administrator in Birmingham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the IFA Administrator role. Highlight your experience in the wealth management industry and any client-facing roles you've had. We want to see how you can bring value to our Financial Planning team!
Showcase Your Skills: Don’t forget to emphasise your strong communication skills and organisational abilities. Mention specific examples of how you've built relationships with clients or managed workloads effectively. This will help us see how you fit into our team.
Be Professional Yet Personable: While we appreciate professionalism, we also love a bit of personality! Let your unique voice shine through in your application. We’re looking for someone ambitious and eager to grow, so don’t be shy about sharing your aspirations.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best 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 Nelson Scott
✨Know Your Financial Products
Make sure you brush up on your knowledge of ISAs, Pensions, SIPPs, SSAS, and Offshore bonds. Being able to discuss these products confidently will show that you're not just familiar with the industry but also ready to hit the ground running.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained relationships with clients in the past. Highlighting your experience with high-net-worth clients will demonstrate your ability to provide a sleek client experience, which is crucial for this role.
✨Organise Your Workload
Be ready to discuss how you prioritise tasks and manage your time effectively. The interviewers will want to know that you can handle multiple responsibilities, from onboarding clients to preparing meeting packs, without dropping the ball.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, training programmes, and opportunities for professional development. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.
