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- Tasks: Support clients and Financial Advisors throughout the financial planning journey.
- Company: A growing national financial planning firm with a focus on innovation.
- Benefits: Salary between £28,000-£32,000, hybrid working, and comprehensive benefits package.
- Other info: Clear career progression and tailored development plans available.
- Why this job: Join a supportive team and make a real impact in client experiences.
- Qualifications: Experience in financial planning administration and strong client communication skills.
The predicted salary is between 28000 - 32000 £ per year.
This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly.
In this IFA Administrator job, your day to day responsibilities will include:
- Supporting Advisors with diary management and meeting coordination
- Preparing meeting packs ahead of client appointments
- Proactively contacting clients to chase outstanding information
- Liaising with internal teams and external providers to progress cases
- Processing new business
- Producing key illustrations, projections and valuations
This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow.
IFA Administrator Requirements
- Essential experience as an Administrator within a financial planning or IFA firm
- Strong understanding of financial planning processes and adviser workflows
- Confidence dealing directly with clients by phone, email and online portals
- Experience preparing meeting packs and processing new business
- Desirable exposure to financial planning software such as Curo or Dynamic Planner
The Company
This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success.
IFA Administrator Benefits
- Salary of 28,000 to 32,000 depending on experience
- Comprehensive benefits package including pension, protection and healthcare benefits
- Hybrid working once signed off as competent
- 37.5 hour working week
- Clear career progression and tailored development plans
Location
Leamington Spa. You should be able to attend the office as required under the hybrid working model.
Ifa Administrator in Warwick 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 Warwick
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning processes and adviser workflows. We want you to feel confident discussing your experience and how it aligns with the role of an IFA Administrator.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed diary schedules or prepared meeting packs. This will highlight your ability to support Advisors effectively.
✨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 about their job search.
We think you need these skills to ace Ifa Administrator in Warwick
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in financial planning administration and any relevant software you’ve used, like Curo or Dynamic Planner.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re excited about this IFA Administrator role. Share specific examples of how you've supported clients and advisors in the past, and show us your understanding of the financial planning process.
Showcase Your Communication Skills: Since you'll be dealing directly with clients and internal teams, it’s important to demonstrate your communication skills. Use clear and concise language in your application, and don’t hesitate to mention any experience you have in managing client relationships.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you get all the updates directly from us!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Financial Planning Basics
Brush up on your understanding of financial planning processes and adviser workflows. Being able to discuss these confidently will show that you’re not just familiar with the role but also genuinely interested in how it contributes to the client experience.
✨Prepare Meeting Packs Like a Pro
Since preparing meeting packs is a key part of the job, practice how you would organise and present this information. Bring examples or ideas to the interview to demonstrate your proactive approach and attention to detail.
✨Showcase Your Client Communication Skills
Be ready to discuss your experience dealing with clients via phone, email, and online portals. Share specific examples of how you've effectively communicated with clients in the past, as this will highlight your ability to maintain strong relationships.
✨Familiarise Yourself with Relevant Software
If you have experience with financial planning software like Curo or Dynamic Planner, make sure to mention it. If not, do a bit of research on these tools so you can speak knowledgeably about them during the interview.