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- Tasks: Provide essential admin support to financial advisors and clients in a dynamic environment.
- Company: Join a national IFA firm focused on growth and teamwork.
- Benefits: Competitive salary, hybrid working, generous holiday, and career progression opportunities.
- Why this job: Be part of a passionate team making a real difference in financial planning.
- Qualifications: Experience in financial administration and strong client communication skills.
- Other info: Flexible working locations with excellent development plans tailored to your career goals.
Our client is seeking an experienced IFA Administrator to join in a unique role, whereby you will be providing overflow support across the business to plug temporary gaps in their workflow
Before applying for this role, please read the following information about this opportunity found below.
As a national IFA firm with 12 regional offices, there are times where the business has gaps in their local support teams, as such they are looking for a confident and capable individual who is comfortable being drafted in to assist with providing excellent administrative support to the regional IFAs. Reasons for gaps in workflow could be team sickness, gap between recruitment drives, regional overload of work etc
Therefore, you will have a very varied role, with lots of change. However your core function will mainly be focused around providing day-to-day support and servicing to clients throughout the holistic financial planning journey. You will be working on a hybrid arrangement from the regional office closest to you, providing your support remotely.
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 Advisor\’s 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
You should be confident picking up cases mid process and being able to maintain great client service
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 Client Support Administrator Benefits
Salary of £28,000 – £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
Hybrid working, available to be based in any of the following office locations:
Glasgow
Falkirk
Newcastle
Northallerton
Wirral
St Helens
Warwick
Cheltenham
Borehamwood
Swanley
Westerham
Cardiff
Arundel
Reading
Call us now on 0208 0044 154 or click Apply
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.
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IFA Client Support 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 Client Support Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Be ready to showcase your skills in an interview. Brush up on your knowledge of financial planning processes and be prepared to discuss how you've supported clients and advisors in the past. Confidence is key!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After interviews or networking events, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that IFA Client Support Administrator role. Plus, it’s the best way to ensure your application gets seen by the right people.
We think you need these skills to ace IFA Client Support Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Client Support Administrator role. Highlight your experience in financial planning and any relevant administrative skills that match what we're looking for.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share specific examples of how you've provided excellent support in previous positions, especially in a financial context.
Showcase Your Communication Skills: Since you'll be liaising with clients and Financial Advisors, it's crucial to demonstrate your communication skills. Use clear and concise language in your application to reflect your ability to convey information effectively.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. This way, we can easily track your application and get back to you quicker!
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. This will help you answer questions confidently and demonstrate that you understand the role's core functions.
✨Showcase Your Communication Skills
Since you'll be contacting clients regularly, practice articulating your thoughts clearly. Prepare examples of how you've successfully communicated with clients or stakeholders in the past to highlight your confidence and capability.
✨Be Ready for a Varied Role
Expect questions about how you handle change and adapt to different situations. Think of specific instances where you've successfully managed multiple tasks or adapted to new challenges, as this role will require flexibility.
✨Prepare for Scenario-Based Questions
Anticipate scenario-based questions that assess your problem-solving skills. Consider how you would handle situations like managing a Financial Advisor's diary during a busy period or processing new business under tight deadlines.
