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For Companies At a Glance
- Tasks: Support advisers and clients with financial planning activities and ensure smooth administrative processes.
- Company: A growing financial services firm focused on exceptional client service.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services administration and strong communication skills.
- Other info: Opportunity for career growth in a detail-oriented and professional setting.
The predicted salary is between 30000 - 42000 £ per year.
A well-established and growing financial services firm is seeking a Client Services Administrator to provide support to advisers, paraplanners, and clients. This role is ideal for someone with experience in financial services administration who enjoys working within a professional, detail-oriented environment. You will be a key part of the operations team, ensuring all administrative processes run smoothly and clients receive exceptional service at every stage. Reporting to the Operations and Client Services Manager, you will help maintain efficient back-office systems, handle client documentation, and support the wider team in delivering first-class financial planning services.
Key Responsibilities
- Provide administrative support to advisers and paraplanners across a range of financial planning activities.
- Maintain and update data within the firm’s back-office systems.
- Prepare meeting packs, letters, valuations, and review reports.
- Liaise with clients and providers professionally by phone and email.
- Manage the adviser diary system and ensure meetings are well-prepared in advance.
- Submit new business through online portals and track progress to completion.
- Assist with compliance checks and ensure files meet FCA requirements.
- Keep internal processes and client documentation organised and accurate.
- Greet clients in person and ensure meeting rooms and documentation are ready.
- Support the continuous improvement of internal procedures and best practice.
About You
You will be an experienced administrator with a background in financial services ideally within an IFA, wealth management, or financial planning environment. You will take pride in accuracy, communication, and providing a high-quality service to clients and colleagues alike.
Essential skills and experience
- Proven experience in financial services administration.
- Excellent attention to detail and organisational ability.
- Strong written and verbal communication skills.
- Confident using Microsoft Office (Word, Excel, Outlook).
- Ability to manage multiple tasks and work to deadlines.
- Comfortable working both independently and as part of a close-knit team.
IFA Administrator employer: Placr Recruitment
Contact Detail:
Placr Recruitment 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. 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 services administration. Familiarise yourself with common industry terms and processes. This will help you impress interviewers and show that you're ready to hit the ground running.
✨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 role.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it helps us keep track of your application and get back to you faster!
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 your experience in financial services administration 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 passionate about the role and how your background makes you a perfect fit. We love seeing genuine enthusiasm for what we do at StudySmarter.
Showcase Your Attention to Detail: Since this role requires a keen eye for detail, make sure your application is free from typos and errors. We appreciate candidates who take pride in their work and present themselves professionally.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Placr Recruitment
✨Know Your Financial Services Inside Out
Make sure you brush up on your knowledge of financial services, especially if you've worked in an IFA or wealth management environment before. Be ready to discuss specific processes and regulations, as this will show your understanding of the industry and impress your interviewers.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy, prepare examples from your past experience where your attention to detail made a difference. Whether it’s catching an error in documentation or ensuring compliance checks were thorough, these stories will highlight your suitability for the position.
✨Demonstrate Strong Communication Skills
Practice articulating your thoughts clearly and confidently. Since you'll be liaising with clients and advisers, being able to communicate effectively is crucial. Consider role-playing common scenarios with a friend to refine your responses and ensure you come across as professional and approachable.
✨Prepare for Practical Scenarios
Think about the day-to-day tasks you’ll be handling, like managing adviser diaries or preparing meeting packs. Be ready to discuss how you would approach these tasks and any tools or systems you’ve used in the past. This will show that you’re not just familiar with the role but also proactive in thinking about how to excel in it.
