Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a dynamic team as an IFA Administrator, managing client documentation and compliance.
- Company: Be part of a respected financial planning firm focused on inclusivity and wellbeing.
- Benefits: Enjoy a salary up to £30,000, flexible hybrid working, 28 days holiday, and more perks.
- Why this job: This role offers growth opportunities in a supportive environment with a passionate team.
- Qualifications: 1+ years in Financial Services administration; enthusiasm and client care are essential.
- Other info: Hybrid work model: 2-3 days in the office, access to an internal academy for career growth.
The predicted salary is between 24000 - 36000 £ per year.
This hybrid based IFA Administrator job in Market Harborough 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
In addition, our client has need for a more experienced IFA Administrator with 3+ years experience who would directly support a Senior Financial Advisor.
IFA Administrator Requirements
- 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
The Company
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.
IFA Administrator Benefits
- Salary of up to £30,000 depending on experience
- Salary of up to £32,000 depending on experience for the role supporting the Senior Financial Advisor (3+ years' experience needed)
- 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 2-3 days in the office, with remainder from home
IFA Administrator in Market Harborough 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 Market Harborough
✨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 interviews.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work as IFA Administrators. They can provide insights into the role and may even refer you to opportunities within their firms.
✨Tip Number 3
Prepare for potential interview questions by practising how you would handle client servicing scenarios or compliance checks. This will demonstrate your practical knowledge and problem-solving skills.
✨Tip Number 4
Research the company culture of the firm you're applying to. Understanding their values and ethos will allow you to tailor your responses in interviews, showing that you align with their mission.
We think you need these skills to ace IFA Administrator in Market Harborough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services, particularly any roles where you've handled administration tasks. 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 as an Administrator and how it has prepared you to support a Senior Financial Advisor. Be sure to express your commitment to client care and teamwork.
Highlight Compliance Knowledge: Since the role involves performing anti-money laundering checks and compliance documentation, make sure to mention any relevant experience or training you have in these areas. This will demonstrate your understanding of the regulatory environment in financial services.
Showcase Soft Skills: In addition to technical skills, highlight your soft skills such as communication, organisation, and attention to detail. These are crucial for client servicing and ensuring timely submission of documents, which are key responsibilities in 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 role.
✨Demonstrate Your Client Servicing Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your experience in creating client packs and handling compliance documentation, as these are key aspects of the IFA Administrator role.
✨Show Enthusiasm for the Role
Express your passion for the financial services industry during the interview. Companies like this one value candidates who are forward-thinking and genuinely care about their clients and colleagues.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, team dynamics, and future goals. This not only shows your interest in the position but also helps you determine if the company is the right fit for you.
