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- Tasks: Support clients and Financial Advisors while processing new business in a dynamic team.
- Company: Join a national IFA firm focused on growth and valuing their team members.
- Benefits: Enjoy a salary up to £32,000, hybrid work, 28+ days holiday, and excellent career progression.
- Why this job: Be part of a passionate team making a real impact in financial planning.
- Qualifications: Experience as an Administrator in financial planning is essential; confidence in client communication is key.
- Other info: Hybrid working available after probation; tailored development plans for your career goals.
The predicted salary is between 19200 - 28800 £ per year.
This hybrid-based IFA Administrator job in Newcastle 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 Advisors 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
Newcastle
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 in Newcastle Upon Tyne 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 Newcastle Upon Tyne
✨Tip Number 1
Familiarise yourself with the financial planning processes and the role of an IFA Administrator. Understanding how Financial Advisors operate will give you a significant edge during interviews, as you'll be able to speak their language and demonstrate your knowledge.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those working as IFA Administrators. Attend local finance-related events or join online forums to connect with others who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Prepare to discuss your experience in managing client relationships and supporting Financial Advisors. Be ready to share specific examples of how you've successfully handled client communications and contributed to a smooth advice process in your previous roles.
✨Tip Number 4
Research the company culture and values of the IFA firm you're applying to. Tailor your conversations during interviews to reflect how your personal values align with theirs, showcasing that you're not just a fit for the role but also for the team.
We think you need these skills to ace IFA Administrator in Newcastle Upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an Administrator within a financial planning firm. Emphasise your knowledge of financial planning processes and any relevant skills that align with the IFA Administrator role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific experiences that demonstrate your ability to support Financial Advisors and manage client relationships effectively.
Highlight Relevant Skills: In your application, focus on skills such as proactive communication, organisation, and the ability to liaise with both internal and external stakeholders. These are crucial for the IFA Administrator role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in this role.
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 processes and how Financial Advisors operate. Being able to discuss these topics confidently will show that you understand the role and can contribute effectively.
✨Demonstrate Proactive Communication Skills
Since the role involves contacting clients and liaising with stakeholders, be prepared to showcase your communication skills. Share examples of how you've successfully managed client relationships or resolved issues in previous roles.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Think of scenarios where you had to support a Financial Advisor or manage a client’s needs, and be ready to explain how you handled those situations.
✨Show Enthusiasm for Teamwork
The company values teamwork, so express your enthusiasm for working collaboratively. Share experiences where you contributed to a team’s success, highlighting your ability to support others and work towards common goals.
