At a Glance
- Tasks: Support clients and Financial Advisors throughout the financial planning journey.
- Company: National financial planning firm with ambitious growth plans.
- Benefits: Salary up to £32,000, hybrid working, and comprehensive benefits package.
- Other info: Clear career progression and tailored development plans in a supportive environment.
- Why this job: Join a forward-thinking team and make a real impact in client experiences.
- Qualifications: Experience in financial planning administration and strong client communication skills.
The predicted salary is between 28000 - 32000 £ per year.
This hybrid based IFA Administrator job in Taunton is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly.
Your day to day responsibilities will include:
- Supporting Advisors with diary management and meeting coordination
- Preparing meeting packs ahead of client appointments
- Proactively contacting clients to chase outstanding information
- Liaising with internal teams and external providers to progress cases
- Processing new business and producing key illustrations, projections and valuations
This role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow.
IFA Administrator Requirements
- Essential experience as an Administrator within a financial planning or IFA firm
- Strong understanding of financial planning processes and adviser workflows
- Confidence dealing directly with clients by phone, email and online portals
- Experience preparing meeting packs and processing new business
- Desirable exposure to financial planning software such as Curo or Dynamic Planner
The Company
This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success.
IFA Administrator Benefits
- Salary of £28,000 to £32,000 depending on experience
- Comprehensive benefits package including pension, protection and healthcare benefits
- Hybrid working once signed off as competent
- 37.5 hour working week
- Clear career progression and tailored development plans
Location
Taunton - You should be able to attend the office as required under the hybrid working model.
IFA Administrator employer: Premier Jobs UK Limited
Join a forward-thinking financial planning firm in Taunton as an IFA Administrator, where your contributions are genuinely valued and recognised. Enjoy a collaborative work culture that prioritises employee growth with tailored development plans and a comprehensive benefits package, including hybrid working options. This role offers a unique opportunity to enhance your technical knowledge while playing a crucial part in delivering exceptional client experiences.
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 world. 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! Research the company and its values, especially their approach to client experience. Be ready to discuss how your previous admin experience aligns with their needs and how you can contribute to their growth.
✨Tip Number 3
Show off your skills! If you’ve got experience with financial planning software like Curo or Dynamic Planner, make sure to highlight that in conversations. It’s a great way to stand out and show you’re ready to hit the ground running.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our team. Plus, it gives us a chance to see your enthusiasm right from the start!
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in financial planning administration and any relevant software you’ve used, like Curo or Dynamic Planner.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about this IFA Administrator role and how your background makes you a perfect fit for our team. Don’t forget to mention your passion for delivering exceptional client experiences!
Showcase Your Communication Skills:As an IFA Administrator, you'll be liaising with clients and advisors regularly. Make sure your application showcases your strong communication skills, whether it's through your writing style or examples of past interactions you've had with clients.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Planning Basics
Brush up on your understanding of financial planning processes and adviser workflows. Being able to discuss these confidently will show that you’re not just familiar with the role, but that you truly understand how it fits into the bigger picture.
✨Prepare Meeting Packs Like a Pro
Since preparing meeting packs is a key part of the job, practice how you would organise and present this information. Bring examples or ideas to the interview to demonstrate your proactive approach and attention to detail.
✨Showcase Your Client Communication Skills
Be ready to discuss your experience dealing with clients via phone, email, and online portals. Share specific examples of how you’ve successfully managed client relationships and resolved issues, as this will highlight your ability to support both clients and advisors effectively.
✨Familiarise Yourself with Relevant Software
If you have experience with financial planning software like Curo or Dynamic Planner, make sure to mention it. If not, do a bit of research beforehand so you can speak about how you’d quickly get up to speed with any tools the company uses.
