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For Companies At a Glance
- Tasks: Support clients and assist with financial planning tasks in a dynamic team environment.
- Company: Join a leading Chartered Financial Planning firm known for its excellence.
- Benefits: Enjoy 25 days holiday, private medical insurance, and a modern office space.
- Why this job: Be part of a top 100 IFA firm and make a real impact in clients' lives.
- Qualifications: Minimum 3 years in a financial planning firm and R01 qualification required.
- Other info: Work in a newly built office with access to professional memberships.
The predicted salary is between 19200 - 28800 £ per year.
IFA Administrator
Location:Liverpool
Salary:£32,000 DOE
Experience Required: Minimum 3 years in a financial planning firm
Qualifications Required: Minimum R01
About the Role
We are looking for a proactive Financial Planning Assistant to join a leading Chartered Financial Planning firm. In this role, you\’ll provide both administrative and technical support to the team, ensuring clients receive a high level of service and the business runs smoothly.
Key Responsibilities
Handle communication with new and existing clients
Support with enquiries from prospective and current clients
Assist paraplanners with research and analysis
Help with submitting and tracking new business
Prepare paperwork and book appointments for client meetings
Liaise with product providers and third parties
Maintain and update client records and business systems
Greet clients and manage meeting logistics
Keep up to date with industry and regulatory changes What We’re Looking For
Minimum 3 years’ experience in a financial planning firm
R01 qualification (minimum)
Strong attention to detail and organisational skills
Good communication and client service abilities
Comfortable working both independently and as part of a team Benefits
25 days holiday + bank holidays
Birthday off
Cycle to work scheme
10x death in service cover
Private Medical Insurance (PMI)
5% pension contribution
Access to professional memberships (CII, NextGen Planners)
Modern, newly built office
Be part of a Chartered and Top 100 IFA firm
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IFA Administrator employer: Pure Jobs US
Contact Detail:
Pure Jobs US Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Make sure to highlight your experience in a financial planning firm during any networking opportunities. Connect with professionals in the industry on platforms like LinkedIn and engage in discussions about current trends and regulations.
✨Tip Number 2
Familiarise yourself with the latest industry and regulatory changes. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the financial planning sector.
✨Tip Number 3
Prepare for potential interviews by practising common questions related to client communication and administrative tasks. Think of specific examples from your past experiences that showcase your attention to detail and organisational skills.
✨Tip Number 4
Consider reaching out to current or former employees of the firm to gain insights into their work culture and expectations. This can provide you with valuable information to tailor your approach when applying through our website.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in a financial planning firm, particularly focusing on the three years of required experience. Emphasise any relevant qualifications, especially the R01, and showcase your administrative and client service skills.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention specific responsibilities from the job description, such as handling client communications and supporting paraplanners, to demonstrate your understanding of the position.
Showcase Relevant Skills: In your application, highlight your attention to detail, organisational skills, and ability to work both independently and as part of a team. Provide examples of how you've successfully managed client relationships or supported a team in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial in the financial planning industry.
How to prepare for a job interview at Pure Jobs US
✨Showcase Your Experience
With a minimum of 3 years in a financial planning firm required, be ready to discuss your previous roles. Highlight specific tasks you've handled that align with the responsibilities of an IFA Administrator, such as client communication and supporting paraplanners.
✨Demonstrate Attention to Detail
This role requires strong organisational skills and attention to detail. Prepare examples of how you've successfully managed client records or paperwork in the past, ensuring accuracy and efficiency.
✨Prepare for Client Interaction Scenarios
Since you'll be handling communication with clients, think about potential scenarios you might face. Practice responses to common client queries and how you would manage meeting logistics to ensure a smooth experience.
✨Stay Updated on Industry Changes
Being knowledgeable about current industry and regulatory changes is crucial. Research recent developments in financial planning and be prepared to discuss how these might impact your work and the firm.
