At a Glance
- Tasks: Support financial advisers with essential admin tasks and keep client business flowing smoothly.
- Company: Reputable chartered financial planning firm known for client-first service.
- Benefits: Competitive salary, supportive environment, and opportunities for career development.
- Other info: Dynamic role with a focus on accuracy and professional communication.
- Why this job: Join a team that values your growth and makes a real impact in financial planning.
- Qualifications: Experience in IFA administration and a solid understanding of financial products.
The predicted salary is between 28000 - 32000 £ per year.
Our client is a well-established, chartered financial planning and wealth management practice based near Bradford-on-Avon. Known for the quality of the advice it delivers and the calibre of the team behind it, the firm has built a reputation for genuinely client-first planning — and a supportive, professional environment for the people who make that happen behind the scenes.
They're now looking for an experienced IFA administrator to join their team. This is a firm that invests in its support staff as much as its advisers, so it's a strong move for someone who wants their administration career to develop.
The role
- You'll provide the day-to-day administrative backbone for the firm's advisers and paraplanners, keeping client business moving accurately and on time.
- Processing new business across pensions, investments and protection, from submission through to completion.
- Preparing client valuations, portfolio reports and meeting packs ahead of adviser reviews.
- Liaising directly with providers and platforms to chase, progress and resolve cases.
- Maintaining accurate, up-to-date client records on the firm's back-office system.
- Handling incoming client queries by phone and email with professionalism and care.
- Helping the team stay on the right side of FCA and internal compliance requirements.
- General office and team administration as required.
What we're looking for
- Previous administration experience gained within an IFA, financial planning or wealth management firm.
- A solid working understanding of pensions, investments and protection products.
- Excellent attention to detail — this is a role where accuracy really matters.
- A confident, professional communicator, equally comfortable with clients and advisers.
- Comfortable with back-office and platform systems, and generally IT-literate.
IFA Administrator in Bradford-on-Avon employer: Ortus PSR Careers
Join a forward-thinking wealth management firm in Launceston, Cornwall, where you can thrive as an Independent Financial Adviser. With a strong emphasis on client-centric service and a supportive work culture, you'll benefit from comprehensive in-house resources, marketing support, and opportunities for professional growth. Enjoy the flexibility of a home-based role while having access to office facilities, allowing you to focus on building meaningful client relationships and achieving financial independence for your clients.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Bradford-on-Avon
✨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 Ortus PSR Careers. 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 IFA Administrator in Bradford-on-Avon
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 Ortus PSR Careers.
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 Ortus PSR Careers'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 Ortus PSR Careers
✨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 Ortus PSR Careers.
✨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 Ortus PSR Careers 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 Ortus PSR Careers 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.
