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- Tasks: Support advisers with life, pensions, and investment administration in a structured environment.
- Company: Join a well-established financial planning firm known for investing in its people.
- Benefits: Salary up to £30,000, hybrid working, early Friday finishes, and 28 days holiday.
- Other info: Enjoy a supportive team atmosphere with structured training and development.
- Why this job: Gain valuable experience in financial services with clear progression opportunities.
- Qualifications: Experience in IFA administration and strong understanding of financial products required.
If you are an experienced Financial Services Administrator looking for a role where your expertise is valued and your workload is structured properly, this Financial Services Administrator job could be an excellent next step. You will join a busy client servicing function supporting advisers with life, pensions and investment administration, ensuring new and ongoing business is processed efficiently from start to finish.
As a Financial Services Administrator, you will be responsible for managing client documentation, liaising with providers, and keeping advisers updated on progress. This role offers exposure across the full financial planning process, making it ideal for someone who already has IFA administration experience and wants stability, structure and development.
Key duties:
- Client onboarding
- Authority management
- New business submissions
- AML checks
- Maintaining accurate records on internal systems
You will work within a defined admin team but collaborate closely with advisers, paraplanners and other support staff. There is clear scope for progression within this role, whether into senior administration, specialist team roles, or longer term development into paraplanning for those who wish to progress technically.
Requirements:
- Essential experience in an IFA or Financial Planning administration role
- Strong understanding of pensions, investments and protection products
- Experience using financial services back office systems
- High level of accuracy managing client and compliance documentation
- Desirable experience supporting advisers with end to end new business processing
The Company:
You will be joining a well established, professional financial planning firm with a strong national presence and a reputation for investing in its people, systems and long term growth.
Benefits:
- Salary up to £30,000 depending on experience
- Hybrid working with 2 to 3 days office based
- Early Friday finish every week
- 28 days holiday plus bank holidays and birthday off
- Employer pension contribution and life cover
- Health and wellbeing benefits and structured training support
This job is based from either Market Harborough or Birmingham, with hybrid working available. If you are a Financial Services Administrator seeking a stable, supportive environment with flexibility and progression, please apply to discuss this opportunity further.
Ifa Administrator in Market Harborough employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Ifa Administrator in Market Harborough
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, and protection products. We want you to feel confident discussing these topics, as they’re crucial for the role. Practice common interview questions and think about how your experience aligns with the job description.
✨Tip Number 3
Showcase your organisational skills! During interviews, highlight your experience with client onboarding and managing documentation. Use specific examples to demonstrate how you've efficiently processed new business submissions and maintained accurate records.
✨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 take the initiative to connect directly with us. Let’s get you that Financial Services Administrator role!
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 reflects the specific skills and experience mentioned in the job description. Highlight your IFA administration experience and any relevant financial services knowledge to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in this role and how your background aligns with our needs. Keep it concise but engaging, and don’t forget to mention your passion for financial services.
Showcase Your Attention to Detail: Since accuracy is key in this role, make sure your application is free from typos and errors. We want to see that you can manage client documentation meticulously, so double-check everything before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection products. Being able to discuss these topics confidently will show that you’re not just familiar with the role but also passionate about it.
✨Showcase Your Experience
Prepare specific examples from your previous roles where you successfully managed client documentation or liaised with providers. This will help demonstrate your hands-on experience in IFA administration and how you can add value to their team.
✨Ask Smart Questions
Think of insightful questions to ask during the interview. Inquire about the team dynamics, the tools they use for client onboarding, or how they support professional development. This shows you’re genuinely interested in the role and the company.
✨Be Organised
Since the role involves managing a lot of documentation, being organised is key. Bring a notepad or digital device to jot down important points during the interview. It reflects your attention to detail and readiness to handle the responsibilities of the job.