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For Companies At a Glance
- Tasks: Support financial advisors and paraplanners while building strong client relationships.
- Company: Join a growing, independent financial planning firm with a fantastic team culture.
- Benefits: Enjoy competitive salary, bonuses, and 25 days holiday plus bank holidays.
- Why this job: Be part of a values-driven team that prioritises client service and personal growth.
- Qualifications: Experience as an IFA Administrator with strong communication skills.
- Other info: Flexible working options and regular team events to foster collaboration.
The predicted salary is between 28800 - 48000 £ per year.
This IFA Administrator job in Wick, East Bristol is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. The business places high emphasis on creating a positive, forward thinking environment. They have embraced technology to assist their team in being able to work in a smoother way, with less manual keying in required.
As an IFA Administrator, you will be providing dedicated support to your Paraplanner and 1 – 2 Financial Advisors and assisting with private clients. As and when required, you will also help other colleagues within the business if there’s overflow or need for specialist knowledge. The team are always keen to help each other and regularly meet in-person and virtually to discuss topics, ways of improving and how to help support clients in the best way possible. You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service.
The business fully supports their team with personal and professional development, which includes long-term progression through roles (if desired) or support to become the best in your chosen role.
The Company
Our client is a fully independent financial planning firm with regional offices across the UK. They put high focus on their values of trust, transparency and integrity, enabling them to have a closely aligned team who enjoy providing quality advice and fantastic client service. The business is growing through both acquisitions and organic methods.
IFA Administrator Requirements
- You must be an experienced IFA Administrator
- You must have good written and verbal communication skills
- Experience with IO would be advantageous
- Our client is focused on values driven individuals who are motivated by delivering great service to clients and being part of long-term growth
- Access to own transport would be beneficial due to rural office location
IFA Administrator Benefits
- Competitive salary to be discussed at interview
- Annual discretionary bonus scheme
- Bonus pot generated through advisor work, distributed among advisors, paraplanners, and administrators, distributed at end of financial year
- Company benefits include: income protection, PMI, and 25 days holiday plus bank holidays
- Office based role with up to 2 days from home
- Loyal team who enjoy working together and being valued for their input
- Regular team events and socials, including monthly breakfasts or lunches
Locations
Wick, East Bristol
IFA Administrator in Wick 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 Wick
✨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 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 those interviews! Research the company culture and values, especially since this firm is all about trust and integrity. Be ready to share how your experience aligns with their mission and how you can contribute to their positive environment.
✨Tip Number 3
Show off your tech skills! Since the company embraces technology, be sure to highlight any relevant software or tools you've used in your previous roles. This will demonstrate that you're ready to hit the ground running and adapt to their systems.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who are eager to grow and make a difference in client service.
We think you need these skills to ace IFA Administrator in Wick
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial planning and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Share why you're passionate about working with clients and how your values align with ours. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Communication Skills: Since good written and verbal communication is key for this role, make sure your application reflects that. Use clear language and structure your thoughts well. We appreciate clarity and professionalism in all our interactions!
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 you’re keen on joining our fantastic team!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the role of an IFA Administrator. Familiarise yourself with the company's values, especially their focus on trust, transparency, and integrity. This will help you align your answers with what they value most.
✨Showcase Your Communication Skills
Since good written and verbal communication skills are a must for this role, prepare to demonstrate these during the interview. Think of examples where you've effectively communicated with clients or colleagues, and be ready to discuss how you can maintain strong client relationships.
✨Emphasise Team Spirit
This firm prides itself on a supportive team culture, so highlight your ability to work collaboratively. Share experiences where you've helped colleagues or contributed to a positive team environment, showing that you're not just about individual success but also about lifting others up.
✨Prepare Questions
Interviews are a two-way street, so come armed with thoughtful questions about the company culture, opportunities for professional development, and how they embrace technology in their processes. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
