At a Glance
- Tasks: Manage financial services administration and liaise with clients and providers.
- Company: Established Independent Financial Adviser firm in Norwich.
- Benefits: Private medical insurance, attractive pension scheme, and 25 days annual leave.
- Other info: Opportunity for career growth and a supportive work environment.
- Why this job: Join a dynamic team and develop your skills in the financial sector.
- Qualifications: 1 year experience as an IFA Administrator and strong communication skills.
The predicted salary is between 34000 - 34000 £ per year.
Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Norwich. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients.
Responsibilities:
- Handle new business applications and liaise with providers to ensure timely completion
- Prepare client appointment packs and manage adviser diaries
- Ensure all documentation meets FCA regulatory standards
- Gather data for cash flow modelling and portfolio analysis
What’s in it for you:
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer minimum 3% employee)
- 25 days Annual Leave (plus buy and sell up to 5 days)
- Office Christmas close (3-days)
- Life Assurance
- Health cash plan
- Discretionary performance related bonus
- Employee Assistance Programme
Skills and experience required:
- A minimum of 1 years’ experience working as an IFA Administrator within an Independent Financial Advice firm
- Experience with Intelligent Office
- Good written and oral communication skills
- Methodical and organised
- Computer literate
- Accurate with good attention to detail
- A desire to learn and develop and step out of comfort zone
Get in touch or apply online to find out more about this opportunity!
IFA Administrator in Norfolk employer: Recruit UK
Join a well-established Independent Financial Adviser firm in Norwich, where you will thrive in a supportive and dynamic work culture that prioritises employee growth and well-being. With benefits such as private medical insurance, an attractive pension scheme, and generous annual leave, this role offers a rewarding environment for those looking to advance their careers in financial services. Embrace the opportunity to develop your skills while enjoying a balanced hybrid work model in a vibrant city.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Norfolk
✨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 Recruit UK. 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 Norfolk
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 Recruit UK.
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 Recruit UK'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 Recruit UK
✨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 Recruit UK.
✨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 Recruit UK 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 Recruit UK 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.
