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- Tasks: Manage client administration for life, pensions, and investments in a dynamic team.
- Company: Join a respected financial planning firm focused on inclusivity and wellbeing.
- Benefits: Enjoy flexible hybrid working, 28 days holiday, and generous salary up to £30,000.
- Why this job: Be part of a friendly team that values fairness and promotes career growth.
- Qualifications: 1+ years in financial services administration with a passion for client care.
- Other info: Access internal training academy to support your career aspirations.
The predicted salary is between 21600 - 36000 £ per year.
This hybrid based IFA Administrator job in Birmingham is an opportunity to join a respected financial planning firm. You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors.
Your responsibilities will include:
- Client servicing through creating new client packs, preparing LOAs and ensuring documents are uploaded
- Performing anti money laundering checks and other compliance documentation
- Submitting new business and tracking cases through their client database
You will have 1+ years’ experience as an Administrator within Financial Services. You should have good knowledge of the financial planning process. You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues.
This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.
Salary of up to £30,000 depending on experience. Plus company benefits including 28 days holiday + bank holidays, flexible hybrid working, birthday day off, income protection for up to 5 years, Pirkx online discounts, 24-hour access to a GP, 4x DIS, 5% matched pension contributions and competitive bonus scheme. Access to their internal academy which supports future career aspirations. Typically 2 - 3 days in the office, with remainder from home.
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the financial planning process and the specific responsibilities of an IFA Administrator. This will help you speak confidently about your understanding of the role during any discussions or interviews.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work as IFA Administrators. Attend relevant events or join online forums to gain insights and potentially get referrals.
✨Tip Number 3
Demonstrate your enthusiasm for the profession by staying updated on industry trends and regulations. This shows potential employers that you are proactive and genuinely interested in your career.
✨Tip Number 4
Prepare to discuss your experience with client servicing and compliance documentation. Be ready to provide examples of how you've successfully managed these tasks in previous roles, as this is crucial for the position.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services administration. Emphasise your knowledge of the financial planning process and any specific skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your 1+ years of experience and how it has prepared you for the responsibilities outlined in the job description.
Highlight Compliance Knowledge: Since the role involves performing anti-money laundering checks and compliance documentation, be sure to mention any relevant training or experience you have in these areas. This will demonstrate your understanding of the regulatory environment.
Showcase Client Servicing Skills: In your application, provide examples of how you've successfully managed client servicing tasks in the past. This could include creating client packs or ensuring timely submission of documents, which are key responsibilities for this role.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Services Basics
Make sure you brush up on your knowledge of the financial planning process. Being able to discuss life, pensions, and investments confidently will show that you're well-prepared and understand the core responsibilities of the IFA Administrator role.
✨Demonstrate Your Client Servicing Skills
Prepare examples of how you've successfully managed client documentation and communication in previous roles. Highlighting your experience with creating client packs and handling compliance documentation will be crucial in showcasing your fit for this position.
✨Show Enthusiasm and Forward Thinking
The company values enthusiasm and a proactive approach. Be ready to discuss how you stay motivated in your work and how you can contribute to a positive team culture. Share any ideas you have for improving processes or client interactions.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, the team dynamics, and their approach to client care. This not only shows your interest in the role but also helps you gauge if the company aligns with your values and career aspirations.
