At a Glance
- Tasks: Provide top-notch admin support to financial planners and ensure a smooth client experience.
- Company: Join a well-established Independent Financial Advice firm in the West Midlands.
- Benefits: Earn up to £35,000, enjoy 23 days leave, and hybrid working options.
- Other info: Dynamic team environment with opportunities for professional growth.
- Why this job: Make a real impact in financial services while developing your career.
- Qualifications: 4+ years as an Administrator in financial services with strong organisational skills.
The predicted salary is between 50000 - 60000 £ per year.
Recruit UK are working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established Independent Financial Advice firm operating across the West Midlands. The purpose of this role is to provide high-quality administrative and client support to Office Managers and Financial Planners, ensuring an efficient, compliant, and professional service is delivered at all times. You will play a key role in maintaining excellent client experience by supporting advisers with reviews, new business processing, valuations, and ongoing client servicing.
This position requires strong attention to detail, excellent organisational skills, and a good understanding of financial services processes, particularly within investments, pensions, and protection.
Key Responsibilities:- Prepare valuation and performance reports for client review meetings
- Processing New Business
- Compile review checklists and supporting documentation for adviser appointments
- Obtaining provider information (LOA) and collating these together with relevant client specific illustrations
- Maintain accurate client records by updating back-office systems
- Liaise with clients and assist with queries
- General office administration including filing, scanning, post handling, and answering calls
What's in it for you?
- Salary up to £35,000 depending on experience
- Auto enrolment pension
- 23 days annual leave plus bank holidays
- Group Life cover
- Income protection
- Company sick pay
- Employee Assistance Programme
- Financial wellbeing support
- Hybrid working post probation
Skills and Experience Required:
- Minimum of 4 years' experience (or equivalent) as an Administrator within an Independent Financial Advice practice
- Proven experience within Financial Services and working with complex clients
- Strong organisational skills with the ability to plan and prioritise effectively
About Recruit UK: As specialists in financial services recruitment, Recruit UK bring unique expertise, insight, and connections across the financial planning market. With a network of over 100,000 financial services professionals, we help candidates and firms find the right long-term fit.
Our commitment to you:
- Start every journey with an in-depth conversation
- Provide honest feedback on your position in the job market
- Use our extensive network to match you to the right opportunity
- Take a holistic approach - career happiness is about more than salary
- UK-wide coverage with a strong local presence
Senior IFA Administrator in Warwick employer: Nub News
Nub News is an exceptional employer that values its employees by offering a supportive work culture and flexible agile working arrangements, allowing for a healthy work-life balance. With a competitive starting salary of £37,280, generous holiday entitlement of 34 days, and a robust Local Government Pension Scheme, employees are well-equipped to thrive both personally and professionally. The company fosters growth opportunities through continuous learning and development, making it an ideal place for those seeking meaningful and rewarding employment in the insurance and risk management sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Administrator in Warwick
✨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 Nub News. 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 Senior IFA Administrator in Warwick
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 Nub News.
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 Nub News'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 Nub News
✨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 Nub News.
✨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 Nub News 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 Nub News 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.
