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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 team culture.
- Benefits: Competitive salary, office-based role, and long-term career prospects.
- Other info: Agile working policy available after establishment.
- Why this job: Be part of a growing business and make a real impact in corporate finance.
- Qualifications: Experience in corporate administration and knowledge of group pensions required.
The predicted salary is between 30000 - 40000 £ per year.
This Corporate IFA Administrator 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 role 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 Loughborough 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 Loughborough
✨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 shine when discussing your experience and how it aligns with the role. Practice common interview questions and have examples ready to showcase your skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the Corporate IFA Administrator position.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Corporate IFA Administrator in Loughborough
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 concise but impactful!
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 and adherence to standards, so let us know how you’ve excelled in this area.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Corporate Pensions Inside Out
Make sure you brush up on your knowledge of group pensions and corporate schemes. Be ready to discuss specific examples from your past experience that demonstrate your understanding and how you've successfully supported advisers in similar roles.
✨Showcase Your Compliance Savvy
Since this role involves ensuring compliance standards, be prepared to talk about your experience in an FCA regulated environment. Highlight any processes you've implemented or followed to maintain accurate record keeping and compliance.
✨Demonstrate Team Spirit
This position requires working closely with a support team, so be ready to share examples of how you've collaborated with colleagues in the past. Emphasise your ability to communicate effectively and contribute to a supportive team culture.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company's corporate focus and future growth. This shows your genuine interest in the role and helps you understand how you can contribute to their success as they expand their corporate proposition.