At a Glance
- Tasks: Support Financial Advisers by managing client enquiries and administrative processes.
- Company: Established financial planning practice with a supportive team culture.
- Benefits: Competitive salary up to £33,000, hybrid working, and career development opportunities.
- Other info: Opportunity to work in a collaborative environment with excellent career growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Minimum two years' experience in IFA or financial services administration.
The predicted salary is between 33000 - 33000 £ per year.
A well-established financial planning practice is looking to recruit an experienced Client Relationship Manager to join their team across their Wellington offices. This is a varied and client-facing administrative role, sitting at the heart of the business and providing essential support to a team of Financial Advisers. Salary up to £33,000 hybrid working 3 days in the office.
The Role
The successful candidate will serve as a key point of contact for clients, managing enquiries by phone, email and in person with professionalism and care. They will take ownership of the end-to-end administration process — from organising client review meetings and preparing valuation reports, through to processing new business applications and ensuring all actions and follow-ups are completed accurately and on time.
Day-to-day responsibilities will include:
- Managing Financial Adviser diaries and coordinating client meetings
- Preparing meeting packs and new business documentation for sign-off
- Submitting, processing and following up on applications in a compliant and timely manner
- Maintaining accurate client records on the back office system (Intelligent Office)
- Processing fund switches, rebalances, surrender requests and death claims
- Uploading file notes and ensuring client files meet compliance requirements
- Ordering quotes and requesting policy details on behalf of advisers
- Providing holiday and sickness cover for colleagues as required
The Person
The practice is looking for someone with a minimum of two years' experience working within the IFA market, including hands-on experience with provider platforms. They will be confident managing their own workload, organised under pressure, and able to communicate clearly and professionally with both clients and colleagues across multiple locations.
The ideal candidate will bring:
- Experience in an IFA or financial services administrative role
- Familiarity with CRM and back office systems
- Strong working knowledge of Microsoft Office
- Excellent interpersonal and written communication skills
- A high level of discretion when handling sensitive client data
- The ability to work effectively as part of a geographically spread team, both face-to-face and remotely
This is a fantastic opportunity for an experienced financial services administrator to join a supportive and established team, with a competitive salary of up to £33,000 on offer depending on experience.
IFA Administrator in Somerset employer: Ortus Psr
Join a well-established financial planning practice in Wellington, where you will be an integral part of a supportive team dedicated to delivering exceptional client service. With a competitive salary of up to £33,000 and the flexibility of hybrid working, this role offers not only a chance to grow your career in financial services but also to thrive in a collaborative work culture that values professionalism and personal development.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Somerset
✨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 hunt 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 those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions and be ready to showcase your knowledge of CRM systems and client management.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from the interview to remind them of your conversation and reinforce your interest.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you a better chance of standing out. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace IFA Administrator in Somerset
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 bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past experiences that relate to client management and administration, so we can see your passion and expertise.
Showcase Your Communication Skills:Since this role involves a lot of client interaction, make sure your written application reflects your excellent communication skills. Keep it professional yet friendly, just like how we interact with our clients at StudySmarter!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your knowledge of the IFA market and the specific responsibilities of the role. Familiarise yourself with common client queries and the administrative processes involved, as this will show that you're serious about the position.
✨Showcase Your Experience
Prepare examples from your previous roles that highlight your experience in managing client relationships and handling administrative tasks. Be ready to discuss how you've successfully managed workloads and maintained compliance in past positions.
✨Practice Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly and professionally. Consider doing mock interviews with a friend or family member to refine your communication style and ensure you come across as confident and approachable.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that demonstrate your interest in the company and the role. Inquire about the team dynamics, the tools they use for client management, or how they measure success in this position. This shows that you’re engaged and eager to contribute.
