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For Companies At a Glance
- Tasks: Support advisers with life, pensions, and investment administration in a structured environment.
- Company: Join a reputable financial planning firm that values its people and growth.
- Benefits: Salary up to £30,000, hybrid working, early Friday finishes, and 28 days holiday.
- Other info: Enjoy a supportive team atmosphere with structured training and development.
- Why this job: Gain valuable experience in financial services with clear progression opportunities.
- Qualifications: Experience in IFA administration and strong understanding of financial products required.
The predicted salary is between 30000 - 30000 £ per year.
If you are an experienced Financial Services Administrator looking for a role where your expertise is valued and your workload is structured properly, this Financial Services Administrator job could be an excellent next step. You will join a busy client servicing function supporting advisers with life, pensions and investment administration, ensuring new and ongoing business is processed efficiently from start to finish.
As a Financial Services Administrator, you will be responsible for managing client documentation, liaising with providers, and keeping advisers updated on progress. This role offers exposure across the full financial planning process, making it ideal for someone who already has IFA administration experience and wants stability, structure and development.
Key duties within this position include:
- Client onboarding
- Authority management
- New business submissions
- AML checks
- Maintaining accurate records on internal systems
You will work within a defined admin team but collaborate closely with advisers, paraplanners and other support staff. There is clear scope for progression within this role, whether into senior administration, specialist team roles, or longer term development into paraplanning for those who wish to progress technically.
Requirements
- Essential experience in an IFA or Financial Planning administration role
- Strong understanding of pensions, investments and protection products
- Experience using financial services back office systems
- High level of accuracy managing client and compliance documentation
- Desirable experience supporting advisers with end to end new business processing
The Company
You will be joining a well established, professional financial planning firm with a strong national presence and a reputation for investing in its people, systems and long term growth.
Benefits
- Salary up to £30,000 depending on experience
- Hybrid working with 2 to 3 days office based
- Early Friday finish every week
- 28 days holiday plus bank holidays and birthday off
- Employer pension contribution and life cover
- Health and wellbeing benefits and structured training support
Location
This job is based from either Market Harborough or Birmingham, with hybrid working available.
If you are a Financial Services Administrator seeking a stable, supportive environment with flexibility and progression, please apply to discuss this opportunity further.
IFA Administrator in Birmingham 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 Birmingham
✨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 pensions, investments, and compliance documentation. We recommend practising common interview questions related to your experience in IFA administration so you can showcase your expertise confidently.
✨Tip Number 3
Don’t forget to leverage our website! Apply directly through StudySmarter to ensure your application stands out. Plus, it’s a great way to show your enthusiasm for the role and the company.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your interest in the IFA Administrator position and highlight how your skills align with their needs.
We think you need these skills to ace IFA Administrator in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your experience in IFA administration and any relevant skills that match the job description. We want to see how your background aligns with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your experience makes you a perfect fit. Don’t forget to mention your understanding of pensions, investments, and protection products.
Showcase Your Attention to Detail: As an administrator, accuracy is key. In your application, provide examples of how you've managed client documentation and compliance checks in the past. We love seeing candidates who take pride in their work and pay attention to the little things!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we can’t wait to hear from you!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection products. Being able to discuss these topics confidently will show that you’re not just familiar with the role but also passionate about it.
✨Showcase Your Experience
Prepare specific examples from your previous roles where you successfully managed client documentation or liaised with providers. This will help demonstrate your hands-on experience in IFA administration and how you can add value to their team.
✨Ask Smart Questions
Come prepared with questions that show your interest in the company and the role. Inquire about their processes for client onboarding or how they support advisers. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Highlight Your Team Spirit
Since this role involves collaboration with advisers and paraplanners, be ready to discuss how you work within a team. Share examples of how you’ve contributed to a team’s success in the past, as this will highlight your ability to fit into their structured environment.