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- Tasks: Support clients through their financial planning journey and assist the IFA team.
- Company: A growing company that values your contributions and offers a supportive environment.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Experience in financial planning and strong communication skills.
- Other info: Exciting career development opportunities in a collaborative setting.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
This hybrid-based IFA Administrator job in Northallerton is suitable for an individual experienced within financial planning, keen to join a growing company
You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
As an IFA Administrator, your responsibilities will be three-fold, supporting clients, supporting Financial Advisors and processing new business. Duties include:
- Providing proactive support to their Financial Advisors
- Managing the Financial Advisor’s diary and arranging client meetings
- Contacting clients through various methods to ensure the advice process is not held up
- Liaising with internal and external stakeholders to chase outstanding items to help nudge the case through the process
- Prepare meeting packs and information ahead of client appointments
- Process new business
- Key illustrations, projections and valuations
IFA Administrator Requirements
- You should have experience as an Administrator within a financial planning firm
- You should have good knowledge of financial planning processes and how a Financial Advisor operates
- You should be comfortable and confident when contacting clients
The Company
This national IFA firm are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members.
IFA Administrator Benefits
- Salary up to £32,000 depending on experience
- Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday BHs, rising by 1 day per year up to 30 days
- Hybrid working after being signed off as competent (typically in line with probation sign off)
- 37.5 hours per week
- Excellent career progression, with individual development plans shaped around your desired career path
Locations
Northallerton
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
IFA Administrator 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
✨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.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of holistic financial planning. Be ready to discuss how you can support clients throughout their journey, as this will show you're a perfect fit for the 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 and reiterate your enthusiasm for the role. It keeps you fresh in their minds!
✨Tip Number 4
Check out our website for the latest IFA Administrator openings. Applying directly through us not only gives you access to exclusive roles but also shows your commitment to joining our growing company.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and administration. We want to see how your skills align with the IFA Administrator role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about joining our team and how you can contribute to our clients' financial journeys. Keep it personal and engaging!
Showcase Your Team Spirit: Since we value teamwork, mention any experiences where you’ve collaborated effectively with others. Highlighting your ability to work well within a team will show us you’re a great fit for our culture.
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 gives you a chance to explore more about us!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning concepts and terminology. Being able to discuss these confidently will show that you understand the industry and can contribute effectively to the team.
✨Showcase Your Organisational Skills
As an IFA Administrator, you'll need to juggle multiple tasks. Prepare examples from your past experience where you've successfully managed your time and prioritised tasks. This will demonstrate your ability to handle the day-to-day support required in this role.
✨Understand the Company Culture
Research the company’s values and culture before the interview. Be ready to explain how your personal values align with theirs. This shows that you're not just looking for any job, but that you genuinely want to be part of their growing team.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the role, team dynamics, and future growth opportunities. This not only shows your interest but also helps you gauge if the company is the right fit for you.
