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- Tasks: Support advisers with corporate clients and manage group pension schemes.
- Company: Join a respected financial planning firm with a strong reputation.
- Benefits: Competitive salary, supportive team culture, and long-term career prospects.
- Other info: Agile working policy available after establishment in the role.
- Why this job: Be part of a growing business and make a real impact in corporate financial planning.
- Qualifications: Experience in corporate IFA administration and knowledge of group pensions required.
The predicted salary is between 30000 - 40000 £ per year.
This job offers an excellent opportunity if you are an experienced administrator who thrives on the corporate and group pensions side of financial planning and prefers a strong office based role. You will join an established advisory business where corporate work sits at the heart of the operation. As a Corporate IFA Administrator, your focus will be supporting advisers with corporate clients, group pension schemes and associated administration, ensuring cases progress smoothly and compliantly from start to finish.
This role is very much about getting the right person with the right background. Whilst exposure to private client work would be beneficial, the emphasis is firmly on corporate experience, with training available on private client work if required.
Key aspects of the job include:
- End to end administration support for corporate and group pension cases
- Liaising with providers, advisers and corporate clients
- Processing new business, alterations and ongoing servicing
- Ensuring accurate record keeping and compliance standards
- Working closely with the wider office based support team
There is genuine scope for development within this position as the business continues to grow its corporate proposition.
Requirements:
- Essential experience as a Corporate IFA Administrator or similar corporate focused role
- Strong knowledge of group pensions and corporate schemes
- Experience working within an FCA regulated financial planning environment
- Familiarity with back office and provider platforms
- Private client administration exposure desirable but not essential
You will be joining a well established and highly regarded financial planning firm with a strong reputation for quality advice and long term client relationships. The business has invested heavily in its people and infrastructure, creating a supportive and professional working environment.
Benefits:
- Competitive salary based on experience
- Primarily office based working arrangement
- Agile working policy in place once established
- Supportive team culture with long term career prospects
This job is based in Leicester. If you are an experienced Corporate IFA Administrator looking for a stable, office based opportunity with a strong corporate focus, please apply now.
Corporate IFA Administrator in Leicester employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Corporate IFA Administrator in Leicester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, especially those who work with corporate clients. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of group pensions and corporate schemes. We want you to feel confident discussing these topics, as they’re key to the role. Practice common interview questions and think about how your experience aligns with what they’re looking for.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, whether at networking events or interviews, highlight your experience in FCA regulated environments. Make it clear how your background makes you the perfect fit for their corporate focus.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company. Let’s get you that Corporate IFA Administrator role!
We think you need these skills to ace Corporate IFA Administrator in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in corporate administration and group pensions. We want to see how your background aligns with the role, so don’t be shy about showcasing relevant skills and achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the Corporate IFA Administrator role and how your experience makes you the perfect fit. Keep it professional but let your personality come through!
Showcase Compliance Knowledge: Since this role involves working within an FCA regulated environment, make sure to mention any compliance experience you have. We value attention to detail, so highlight how you've ensured compliance in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and we can’t wait to see your application come through!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Corporate Stuff
Make sure you brush up on your knowledge of corporate pensions and group schemes. Familiarise yourself with the key terms and processes, as this will show that you're serious about the role and understand what’s at stake.
✨Showcase Your Admin Skills
Prepare examples of your previous administrative experience, especially in a corporate setting. Be ready to discuss how you've managed end-to-end processes and ensured compliance in past roles. This will highlight your suitability for the position.
✨Practice Your Communication
Since you'll be liaising with advisers and corporate clients, practice clear and concise communication. Think about how you can convey complex information simply, as this will be crucial in your day-to-day responsibilities.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s corporate focus and future growth. This not only shows your interest but also gives you a chance to assess if the company aligns with your career goals.