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- Tasks: Support advisers and clients in a dynamic financial planning environment.
- Company: Established financial planning firm with a professional culture.
- Benefits: Salary up to £35,000, PMI, pension, bonus scheme, and holiday purchase options.
- Why this job: Gain valuable experience in financial services and develop your career.
- Qualifications: Experience in financial services administration and client support.
- Other info: Great opportunities for career growth in a supportive team.
The predicted salary is between 28000 - 42000 £ per year.
A well-established financial planning firm is seeking a Financial Services Administrator to support advisers, paraplanners, and team leaders within a busy and professional IFA environment. This role is ideal for an organised, client-focused administrator with experience in financial services who is looking to develop a long-term career in financial planning.
Salary up to £35,000
Benefits: PMI, up to 5% pension, Bonus scheme, ability to purchase holiday, enhanced maternity / paternity
Key Responsibilities- Act as a key point of contact for clients, managing correspondence via telephone, email, and letter
- Create, maintain, and update accurate client records including fact finds and investment details
- Ensure all client interactions are fully documented using workflows and task tracking systems to maintain a clear audit trail
- Support the preparation and validation of client review reports and standard-client documentation
- Liaise with product providers regarding policy setup, transfers, new applications, and ongoing servicing
- Process letters of authority, follow up transactions, resolve issues, and keep clients informed throughout
- Previous experience in a Financial Services or IFA administration role (preferred)
- Experience supporting clients and advisers within a regulated environment
- Prior experience using Intelligent Office (IO) is highly desirable
This role offers exposure to the full financial planning process, excellent career development opportunities, and the chance to work within a supportive and professional environment. It is well suited to an experienced administrator or someone looking to progress further within financial services.
IFA Administrator in Brighton employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Brighton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning processes and client management. We recommend practising common interview questions and scenarios related to the role, so you can showcase your experience and skills confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website for the best chance at landing that IFA Administrator gig! We make it easy for you to showcase your skills and experience directly to the hiring team, increasing your chances of getting noticed.
We think you need these skills to ace IFA Administrator in Brighton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can support advisers and clients effectively!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your previous experience makes you a great fit for our team. Keep it professional but let your personality show through!
Showcase Your Organisational Skills: As an IFA Administrator, being organised is key. In your application, mention specific examples of how you've managed client records or supported teams in a busy environment. We love seeing how you keep everything running smoothly!
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 to join our team at StudySmarter!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of financial services and the role of an IFA Administrator. Familiarise yourself with common terms, processes, and regulations in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the field.
✨Showcase Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Be ready to discuss how you keep track of client records and ensure everything is documented accurately.
✨Prepare for Client Interaction Scenarios
Think about how you would handle various client interactions, especially in a regulated environment. Prepare to discuss how you would manage correspondence and resolve issues while keeping clients informed. Role-playing these scenarios can help you feel more comfortable during the interview.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use (like Intelligent Office), and opportunities for career development. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.
