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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: Competitive salary, annual bonuses, 25 days holiday, and flexible working options.
- 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: Enjoy regular team events and a supportive work environment.
The predicted salary is between 28800 - 43200 £ per year.
This IFA Administrator job in Wick, East Bristol 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 and assisting with private clients. 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
Wick, East Bristol
IFA Administrator in Chippenham 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 Chippenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, especially those who might know someone at the firm. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Since they focus on trust and integrity, think of examples from your past that showcase these traits. We want to see how you fit into their team!
✨Tip Number 3
Show your enthusiasm for the role! When you get the chance to speak with them, let your passion for client service and teamwork shine through. We love candidates who are genuinely excited about helping clients.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression. It shows you're keen and professional, which is exactly what they’re looking for in an IFA Administrator.
We think you need these skills to ace IFA Administrator in Chippenham
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, it shows you’re keen on joining our fantastic team!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the role of an IFA Administrator. Familiarise yourself with the company's values and how they align with your own. This will show that you're genuinely interested in the position and understand what it takes to support both clients and advisors effectively.
✨Showcase Your Communication Skills
Since you'll be a primary point of contact for clients, it's crucial to demonstrate your written and verbal communication skills during the interview. Practice explaining complex financial concepts in simple terms, and be ready to discuss how you've successfully communicated with clients in the past.
✨Emphasise Team Spirit
This firm values teamwork and collaboration, so be prepared to share examples of how you've worked well with others in previous roles. Highlight any experiences where you've supported colleagues or contributed to a positive team culture, as this will resonate with their focus on maintaining a loyal and engaged workforce.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and opportunities for personal and professional development. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you. Remember, interviews are a two-way street!