At a Glance
- Tasks: Provide top-notch admin support to financial advisers and ensure a smooth client journey.
- Company: Join a professional, client-focused financial planning team.
- Benefits: Competitive salary, study support, bonus, and 25 days holiday.
- Other info: Great opportunities for career progression and professional development.
- Why this job: Make a real impact in finance while developing your skills in a supportive environment.
- Qualifications: Experience in financial services and strong organisational skills required.
Proactive Personnel are currently recruiting for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for a detail-oriented individual with strong technical knowledge and a proactive approach to supporting Advisers while delivering a first-class client experience.
Key Responsibilities:
- Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey.
- Prepare client packs, valuations, meeting documentation, and review paperwork.
- Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently.
- Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries.
- Maintain accurate client records and update the CRM system in line with internal procedures.
- Support annual review processes and ongoing servicing requirements.
- Assist with compliance and file checking to ensure records meet FCA and internal standards.
- Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience.
About You:
- Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role.
- Strong understanding of pensions, investments, protection products, and financial planning administration.
- Knowledge of FCA and compliance requirements within a regulated environment.
- Excellent organisational skills with the ability to manage multiple cases and deadlines.
- Strong attention to detail with a methodical and accurate approach to work.
- Confident written and verbal communication skills.
- Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential.
- Working towards or interested in professional qualifications would be advantageous.
What’s on Offer:
- Competitive salary of £28,000 - £35,000, depending on experience.
- Supportive and collaborative team environment.
- Opportunities for professional development and career progression.
- Study support for relevant industry qualifications, where applicable.
- Paid city centre car parking, a discretionary annual bonus, and 25 days' holiday plus bank holidays.
- Monday to Friday, 09:00 – 17:00 (1-hour unpaid lunch break).
IFA Administrator in Chester employer: Proactive Personnel Ltd
Join a dynamic financial planning team as an IFA Administrator, where your expertise will be valued in a supportive and collaborative environment. With competitive salaries, opportunities for professional development, and generous benefits including paid city centre parking and a discretionary annual bonus, this role offers a rewarding career path in the heart of the city. Embrace the chance to grow your skills while delivering exceptional client experiences in a company that prioritises both employee satisfaction and client success.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Chester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Proactive Personnel Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Administrator in Chester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Proactive Personnel Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Proactive Personnel Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Proactive Personnel Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Proactive Personnel Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Proactive Personnel Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Proactive Personnel Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
