At a Glance
- Tasks: Manage a mortgage book and provide essential back-office support.
- Company: Join a friendly, established financial services team.
- Benefits: Up to £35,000 salary, bonus scheme, and hybrid working.
- Other info: Great long-term career opportunities in a close-knit team.
- Why this job: Enjoy autonomy and responsibility in a supportive environment.
- Qualifications: Experience as an IFA Administrator with mortgage knowledge required.
The predicted salary is between 35000 - 35000 £ per year.
Job Description
- Senior IFA Administrator (Mortgage Focus)
- Hybrid working
- Up to £35,000 DOE + Bonus Full Time | Permanent
Are you an experienced Senior IFA Administrator with strong mortgage knowledge looking for a varied role within a friendly, established financial services team?
PSM Recruitment is delighted to be supporting a respected Independent Financial Adviser in the search for a proactive and highly organised Senior IFA Administrator.
This is not a traditional paraplanning role, the successful candidate will primarily take ownership of an established mortgage book, while also providing high-quality back-office support across the wider financial planning business.
This is an excellent opportunity for someone who enjoys working independently, takes ownership of their workload, and is looking for a hybrid position.
Key Responsibilities
- Managing and developing an existing mortgage book.
- Preparing and processing mortgage applications.
- Income reconciliation.
- Updating client records and fact finds using Intelligent Office (IO).
- Preparing applications and basic Simply Biz templated suitability reports.
- Completing annual suitability reviews.
- Cash calculations.
- Liaising with providers to resolve missing payments and delayed transfers.
- Providing comprehensive administrative support to the wider advisory team.
- The Ideal Candidate
- Previous experience as a Senior IFA Administrator.
- Strong working knowledge of
Intelligent Office (IO) is essential.
- Mortgage administration or mortgage arranging experience is essential.
- Mortgage qualifications would be advantageous.
- Level 4 Diploma (or working towards it) is welcomed but not essential.
- Able to work independently with minimal supervision.
- Highly organised with excellent attention to detail.
- A team player who enjoys working within a close-knit, supportive business.
- What's on Offer
- Salary up to
£35,000 , depending on experience.
- Bonus scheme.
- Hybrid working
- Join a friendly, professional and well-established financial services practice.
- A varied role with genuine responsibility and autonomy.
- Long-term career opportunity within a supportive team.
If you're an experienced IFA Administrator with strong mortgage knowledge looking for your next challenge, we'd love to hear from you.
This is an excellent opportunity and if you feel you have the relevant experience, then please apply with an up-to-date CV.
If you have not been contacted within a week, you should assume that you have been unsuccessful at this time.
IFA Administrator in Cheltenham employer: PSM Recruitment
Join a well-established and professional company in Folkestone, where your expertise as a Senior Administrator will be valued and rewarded. With a strong focus on employee growth, you will have the opportunity to manage a small team while ensuring high-quality office operations and compliance standards. Enjoy a supportive work culture that encourages responsibility and offers pathways for career advancement in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Cheltenham
✨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 PSM Recruitment. 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 Cheltenham
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 PSM Recruitment.
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 PSM Recruitment'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 PSM Recruitment
✨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 PSM Recruitment.
✨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 PSM Recruitment 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 PSM Recruitment 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.
