At a Glance
- Tasks: Support Financial Planners with admin tasks and ensure clients receive top-notch service.
- Company: Established financial planning firm with a supportive team culture.
- Benefits: Salary up to £32,000, flexible hybrid working, and excellent staff benefits.
- Other info: Great career development opportunities in a friendly environment.
- Why this job: Join a growing business and make a real impact in wealth management.
- Qualifications: Experience in financial services administration and strong communication skills.
The predicted salary is between 32000 - 32000 £ per year.
An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established and growing financial planning firm based in the Oldham area. This role would suit a highly organised and detail-oriented individual with previous experience within financial services administration who enjoys supporting advisers and delivering exceptional client service. Offering flexible hybrid working and a supportive team environment, this is a fantastic opportunity to further your career within wealth management.
The Role
- Working closely with Financial Planners, you will provide comprehensive technical and administrative support throughout the advice process, ensuring clients receive a professional and efficient service at every stage of their journey.
- You will play a key role in maintaining accurate records, preparing client documentation, processing applications, and liaising with providers to ensure business is completed smoothly and within agreed timescales.
Key Responsibilities
- Provide high-quality administrative and technical support to Financial Planners
- Assist in delivering solutions that help clients achieve their financial objectives
- Ensure client files are complete and compliant, including all required identification and documentation
- Prepare for client meetings and complete all post-meeting follow-up activities
- Maintain and update client records accurately using Salesforce CRM
- Compile clear and comprehensive reports and documentation
- Prepare suitability letters and reports throughout the advice process
- Support the preparation of client reviews, including cashflow modelling updates and investment performance reporting
- Process new business applications accurately and maintain management information records
- Progress applications with product providers, clients and third parties to ensure timely completion
- Produce illustrations, reports and key client data
- Liaise extensively with provider administration centres to facilitate transactions and resolve queries
- Chase Letters of Authority and outstanding provider information
- Produce templated client correspondence and reports
- Handle incoming telephone calls professionally and confidently, providing excellent service to clients and providers
About You
- Previous experience within an IFA or financial planning administration role
- Strong understanding of financial services processes and client servicing
- Excellent attention to detail and organisational skills
- Strong communication skills, both written and verbal
- Ability to manage multiple priorities and work to deadlines
- Confidence liaising with clients, providers and third parties
- Good IT skills and experience using CRM and back-office systems
- A proactive and professional approach with a strong focus on client service
What's on Offer?
- Salary up to £32,000
- Flexible hybrid working with up to 4 days working from home
- Company pension scheme
- Excellent staff benefits package
- Full training on company systems and compliance procedures
- Friendly, supportive and collaborative working environment
- Long-term career development opportunities within a growing business
If you're an experienced Financial Services Administrator looking for a flexible role within a professional and supportive team, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16784.
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Financial Adviser Administrator in Oldham employer: NJR Recruitment
Join a well-established financial planning firm in the Oldham area, where you will benefit from flexible hybrid working arrangements and a supportive team culture. With a focus on employee growth, this role offers comprehensive training and long-term career development opportunities, making it an excellent choice for those seeking a rewarding career in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser Administrator in Oldham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like NJR Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser Administrator in Oldham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to NJR Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on NJR Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at NJR Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with NJR Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at NJR Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former NJR Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
