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- Tasks: Join us as an IFA Administrator, managing client documentation and compliance checks.
- Company: Be part of a respected financial planning firm with a focus on inclusivity and wellbeing.
- Benefits: Enjoy a salary up to £30,000, 28 days holiday, flexible working, and more perks.
- Why this job: This role offers growth opportunities in a friendly team dedicated to client care and professional development.
- Qualifications: 1+ years in Financial Services administration and a passion for helping clients are essential.
- Other info: Hybrid work model: 2-3 days in the office, with access to an internal academy for career growth.
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. Hybrid working typically 2 - 3 days in the office, with remainder from home.
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
Familiarise yourself with the financial planning process and the specific services offered by the firm. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work as IFA Administrators. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with client servicing and compliance documentation during interviews. Be ready to share specific examples of how you've successfully managed these tasks in previous roles.
✨Tip Number 4
Showcase your enthusiasm for the profession and the company’s values during your interactions. Highlighting your alignment with their goal-based financial planning approach can set you apart from other candidates.
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 listed, such as client servicing and compliance documentation.
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 Teamwork and Client Care: The company values treating clients and colleagues fairly. Include examples in your application that illustrate your ability to work well in a team and your commitment to client care, which aligns with their inclusive culture.
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 interactions in the past. Highlight your experience in creating client packs and handling compliance documentation, as this will be crucial for the role.
✨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 experiences.
✨Prepare for Compliance Questions
Since the role involves performing anti-money laundering checks and other compliance tasks, be prepared to answer questions related to these areas. Familiarise yourself with relevant regulations and demonstrate your understanding of their importance in the financial services industry.
