At a Glance
- Tasks: Support advisers with life, pensions, and investment administration.
- Company: Dynamic financial services firm valuing expertise and structured workloads.
- Benefits: Salary up to £30,000, hybrid working, early Friday finishes, and 28 days holiday.
- Other info: Flexible working environment with structured training and health benefits.
- Why this job: Join a supportive team with clear progression opportunities in financial services.
- Qualifications: Experience in IFA administration and strong understanding of financial products.
The predicted salary is between 30000 - 30000 € per year.
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 include:
- 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
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
Location: This position 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 Willenhall employer: Premier Jobs UK
Join a dynamic team as a Financial Services Administrator where your expertise is not only recognised but also nurtured. With a strong focus on employee development, our company offers a structured work environment, hybrid working options, and generous benefits including an early Friday finish and comprehensive health support. Located in either Market Harborough or Birmingham, this role provides the perfect blend of stability and opportunity for growth within the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Ifa Administrator in Willenhall
✨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 with a friend to nail that delivery!
✨Tip Number 3
Showcase your experience with financial services back office systems during interviews. Be ready to share specific examples of how you've managed client documentation and liaised with providers. This will demonstrate your hands-on expertise and make you stand out.
✨Tip Number 4
Don’t forget to 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 are proactive about their job search. Let’s get you that Financial Services Administrator role!
We think you need these skills to ace Ifa Administrator in Willenhall
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in IFA administration and financial services. We want to see how your skills match the job description, so don’t be shy about showcasing your expertise in pensions, investments, and compliance documentation.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Share specific examples of how you've supported advisers and managed client documentation effectively, as this will resonate with us.
Showcase Your Attention to Detail:Accuracy is key in this role, so make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, as it reflects the high standards we uphold at StudySmarter.
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 don’t miss out on any important updates regarding your application status!
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.
✨Be Ready for Scenario Questions
Expect questions that ask how you would handle certain situations, like managing a backlog of client onboarding or dealing with compliance checks. Practising these scenarios can help you articulate your thought process and problem-solving skills.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the team structure or progression opportunities. This shows your interest in the role and helps you gauge if the company is the right fit for you.
