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For Companies At a Glance
- Tasks: Support financial advisers with administration, client documentation, and investment analysis.
- Company: Reputable Independent Financial Advisory firm focused on integrity and client service.
- Benefits: Stable office-based role with a collaborative environment and career growth opportunities.
- Why this job: Join a team that values your contributions and offers exposure to high-quality financial planning.
- Qualifications: Strong organisational skills and attention to detail; experience in financial services is a plus.
- Other info: Permanent position with long-term stability and professional development.
The predicted salary is between 36000 - 60000 £ per year.
Company Overview
Our client is a highly reputable and well-established Independent Financial Advisory (IFA) firm, known for delivering expert financial planning and wealth management services to a loyal client base. With a focus on integrity, compliance, and exceptional client service, they are now looking to appoint a Technical Administrator to support one of their experienced Advisers. This is a permanent, desk-based role based in-office, offering long-term stability, a collaborative working environment, and exposure to high-quality financial planning processes.
Responsibilities:
- Handling Letter of Authority (LOA) administration and tracking
- Preparing client appointment packs and supporting documentation
- Conducting investment valuations and portfolio analysis
- Liaising with providers for fund switches, policy updates, and client queries
- Preparing inputs for cashflow modelling and suitability reports
- Managing attitude to risk questionnaires and producing related documentation
- Diary management for the assigned Adviser and appointment scheduling
IFA Administrator employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨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 compliance standards. We recommend practising common interview questions related to the role, so you can showcase your expertise and confidence when it counts.
✨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 employers looking for top talent like you.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight relevant experience and skills that match the job description, like your ability to handle administration tasks and support financial advisers.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial services and how your background makes you a great fit for the Technical Administrator position.
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure to proofread your application materials carefully to avoid any typos or errors. This shows us you take pride in your work!
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’s super easy!
How to prepare for a job interview at Ortus Psr
✨Know Your Financial Stuff
Make sure you brush up on financial terminology and processes relevant to the role. Understanding how Letter of Authority (LOA) administration works and being familiar with investment valuations will show that you're serious about the position.
✨Showcase Your Organisational Skills
As a Technical Administrator, you'll be managing diaries and preparing client documentation. Bring examples of how you've successfully organised tasks in the past, and be ready to discuss your methods for staying on top of multiple responsibilities.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company's approach to client service and their financial planning processes. This shows your genuine interest in the firm and helps you assess if it's the right fit for you.
✨Demonstrate Team Spirit
Since this role involves collaborating with an Adviser and possibly other team members, highlight your teamwork experiences. Share stories that illustrate how you've contributed to a positive team environment and supported colleagues in achieving shared goals.
