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- Tasks: Support Financial Advisors and Paraplanners while building strong client relationships.
- Company: Join a growing, independent financial planning firm with a fantastic team culture.
- Benefits: Enjoy competitive salary, annual bonuses, and 25 days holiday plus bank holidays.
- Why this job: Be part of a values-driven team that prioritises client service and personal growth.
- Qualifications: Experience as an IFA Administrator with strong communication skills.
- Other info: Flexible working options and regular team events to foster collaboration.
The predicted salary is between 28800 - 43200 £ per year.
This IFA Administrator job in Billericay is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. The business places high emphasis on creating a positive, forward thinking environment. They have embraced technology to assist their team in being able to work in a smoother way, with less manual keying in required.
As an IFA Administrator, you will be providing dedicated support to your Paraplanner and 1-2 Financial Advisors. As and when required, you will also help other colleagues within the business if there’s overflow or need for specialist knowledge. The team are always keen to help each other and regularly meet in-person and virtually to discuss topics, ways of improving and how to help support clients in the best way possible. You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service.
The business fully supports their team with personal and professional development, which includes long-term progression through roles (if desired) or support to become the best in your chosen role.
The Company
Our client is a fully independent financial planning firm with regional offices across the UK. They put high focus on their values of trust, transparency and integrity, enabling them to have a closely aligned team who enjoy providing quality advice and fantastic client service. The business is growing through both acquisitions and organic methods.
IFA Administrator Requirements
- You must be an experienced IFA Administrator
- You must have good written and verbal communication skills
- Experience with IO would be advantageous
- Our client is focused on values driven individuals who are motivated by delivering great service to clients and being part of long-term growth
- Access to own transport would be beneficial due to rural office location
IFA Administrator Benefits
- Competitive salary to be discussed at interview
- Annual discretionary bonus scheme
- Bonus pot generated through advisor work, distributed among advisors, paraplanners, and administrators, distributed at end of financial year
- Company benefits include: income protection, PMI, and 25 days holiday plus bank holidays
- Office based role with up to 2 days from home
- Loyal team who enjoy working together and being valued for their input
- Regular team events and socials, including monthly breakfasts or lunches
Locations
Billericay
IFA Administrator in Billericay employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Billericay
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning 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 those interviews by researching the company culture and values. Since this firm is all about trust, transparency, and integrity, think of examples from your past that showcase how you embody these values. Show them you're not just a fit for the role, but for their team!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop 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! We make it super easy for you to submit your application and get noticed. Plus, it shows you're serious about joining our values-driven team. Let's get you that IFA Administrator role!
We think you need these skills to ace IFA Administrator in Billericay
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial planning and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Share why you're passionate about working with clients and how you align with our values of trust, transparency, and integrity. Let us know what makes you a great fit for our team culture.
Showcase Your Communication Skills: Since good written and verbal communication skills are key for this role, make sure your application reflects that. Use clear and concise language, and don’t forget to proofread for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it. Plus, you’ll get to see more about our company culture while you’re there!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know the Company Values
Before your interview, take some time to research the company's values of trust, transparency, and integrity. Be ready to discuss how your own values align with theirs, as this will show that you're a good cultural fit for the team.
✨Showcase Your Communication Skills
As an IFA Administrator, you'll be the primary point of contact for clients. Prepare examples of how you've effectively communicated with clients in the past, whether through written correspondence or verbal interactions. This will demonstrate your ability to provide excellent client service.
✨Highlight Your Technical Expertise
Since the firm embraces technology, be prepared to discuss any relevant software or tools you've used in previous roles. If you have experience with IO, make sure to mention it, as this could give you an edge over other candidates.
✨Emphasise Team Collaboration
The company values teamwork and helping each other out. Think of instances where you've collaborated with colleagues to achieve a common goal or supported others during busy times. Sharing these experiences will show that you're a team player who fits well within their culture.
