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- Tasks: Join a dynamic team as an IFA Administrator, supporting financial advisers and clients daily.
- Company: Be part of a forward-thinking financial planning firm focused on client life goals.
- Benefits: Enjoy a competitive salary, 31 days holiday, hybrid working, and financial wellbeing support.
- Other info: This role offers opportunities for career growth and a chance to thrive in a collaborative team.
- Why this job: Make a real impact on clients' futures while growing your skills in a supportive environment.
- Qualifications: 2+ years in IFA administration with strong knowledge of financial products and excellent communication skills.
The predicted salary is between 24000 - 32000 £ per year.
Are you someone who loves making a real difference behind the scenes? Do you want to be at the heart of a forward-thinking team, helping financial advisers deliver a first-class service to their clients? If you’re a detail-oriented administrator looking for a role where you can grow, learn, and make an impact, this could be the perfect opportunity for you!
This is a forward-thinking financial planning firm that puts clients' life goals at the heart of everything it does. As an IFA Administrator, you’ll be right at the centre of the action, delivering a first-class service, keeping processes running smoothly, and making a real impact on both clients' futures and your own career. It’s a place where your skills, diligence, and passion for excellence can flourish and grow.
Benefits:- Competitive salary up to £32,000 (DOE)
- 31 Days Holiday (Including Bank Holiday)
- Holiday entitlement increases with length of service
- Location - Edgbaston
- Monday to Friday - 35 hours per week
- Pension auto-enrolment scheme
- Group Life Cover & Income Protection
- Hybrid working opportunities
- Employee Assistance Programme
- Financial Wellbeing Support
- Process new business applications, ensuring compliance with FCA regulations
- Handle client queries, prepare valuations, and maintain accurate client records
- Assist with investment, pension, and protection administration
- Prepare review packs, performance reports, and compliance documentation
- Process fund switches, withdrawals, and provider transactions
- Liaise with providers, advisers, and clients to ensure smooth operations
- Maintain CRM systems and ensure all client data is up to date
- At least 2 years of experience in IFA administration
- Strong knowledge of investment, pension, and protection products
- Excellent organisational skills and attention to detail
- Proficiency in financial systems and CRM software
- Strong communication and client service skills
- Ability to work independently and collaboratively within a team
If you’re ready to take the next step in your career, apply now.
IFA Admin employer: Options Resourcing Ltd
Contact Detail:
Options Resourcing Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Admin
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and compliance requirements. This knowledge will not only help you in the role but also demonstrate your commitment to maintaining high standards in financial administration.
✨Tip Number 2
Network with professionals in the financial services industry, especially those working as IFA Administrators. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Showcase your organisational skills by creating a personal project that involves managing data or processes. This could be anything from a mock client database to a detailed report on investment products, highlighting your attention to detail.
✨Tip Number 4
Prepare for potential interviews by practising common questions related to client service and administration in the financial sector. Being able to articulate your experience and approach to problem-solving will set you apart from other candidates.
We think you need these skills to ace IFA Admin
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in IFA administration. Emphasise your knowledge of investment, pension, and protection products, as well as your organisational skills and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific examples of how your skills and experience align with the responsibilities listed in the job description.
Highlight Relevant Experience: In your application, clearly outline your previous roles and responsibilities that relate to the position. Focus on your ability to handle client queries, maintain accurate records, and ensure compliance with regulations.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Options Resourcing Ltd
✨Showcase Your Attention to Detail
As an IFA Administrator, attention to detail is crucial. Be prepared to discuss specific examples from your past experience where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Your Knowledge of Financial Products
Familiarise yourself with investment, pension, and protection products. During the interview, confidently discuss how your knowledge can contribute to the team and enhance client service.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle client queries. Think of scenarios where you successfully resolved issues or improved client satisfaction in your previous roles.
✨Emphasise Team Collaboration
Highlight your ability to work both independently and as part of a team. Share examples of how you've collaborated with colleagues to achieve common goals, especially in a fast-paced environment.