Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client correspondence, process new business, and support financial advisers.
- Company: Join one of the UK's fastest-growing financial planning businesses with a modern and ethical approach.
- Benefits: Enjoy 25 days holiday, birthday off, annual salary reviews, and study support for exams.
- Why this job: Kickstart your career in finance with genuine progression opportunities and supportive management.
- Qualifications: Experience in financial planning is preferred but not essential; enthusiasm and willingness to learn are key.
- Other info: Dynamic work environment with excellent staff retention and a focus on professional development.
The predicted salary is between 36000 - 60000 £ per year.
Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for an experienced Administrator to join one of their regional offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice.
Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.
Overview of the role is detailed below:
- Client correspondence, written and verbal.
- Processing new business.
- Preparation of client review packs.
- Arranging client meetings and managing the Adviser’s diary.
- Illustration requests.
- Ensure that all financial planning client administration is carried out in accordance with internal procedures.
- Maintain client records on the company software and ensure the client files are well presented, accurate and compliant.
- Taking phone calls, enquiries and requests, and handling them where appropriate.
- General back-office support using IO software.
Benefits of joining the business:
- 25 days holiday plus bank holidays.
- Day off for your Birthday.
- Annual salary review.
- Staff awards.
- Study support for professional industry exams.
- Adviser Academy - In-House Training.
- Progression to Trainee Paraplanner, Paraplanner and Adviser if desired.
- Holiday Purchase Scheme.
- Life Assurance.
- Pension.
- Corporate Eyecare cover.
The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career.
Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Locations
IFA Administrator in Cheshire, Warrington employer: Recruit Wealth Ltd
Contact Detail:
Recruit Wealth Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Cheshire, Warrington
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry 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 client correspondence and financial planning processes. We recommend practising common interview questions and even role-playing with a friend to boost your confidence.
✨Tip Number 3
Showcase your organisational skills! When you get the chance to meet potential employers, highlight your experience in managing diaries and preparing client review packs. This will demonstrate that you're ready to hit the ground running.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always here to support you in your job search journey, so don’t hesitate to reach out if you need any help.
We think you need these skills to ace IFA Administrator in Cheshire, Warrington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight any relevant experience you have in financial planning, client correspondence, and administration. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in this position and how your background makes you a great fit. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Attention to Detail: As an IFA Administrator, attention to detail is key. Make sure your application is free from typos and errors. We appreciate a well-presented application that reflects your ability to maintain accurate client records and documentation.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s quick and easy, and ensures your application lands right where it needs to be. We can’t wait to hear from you!
How to prepare for a job interview at Recruit Wealth Ltd
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning, pensions, and investments. Being able to discuss these topics confidently will show that you understand the industry and can relate to the clients' needs.
✨Demonstrate Your Organisational Skills
As an IFA Administrator, you'll be managing diaries and preparing client review packs. Be ready to share examples of how you've successfully organised tasks in previous roles, showcasing your attention to detail and ability to prioritise.
✨Prepare for Client Interaction Scenarios
Think about how you would handle various client correspondence situations. Practising responses to common queries or issues can help you demonstrate your communication skills and customer service approach during the interview.
✨Show Enthusiasm for Career Progression
Even if you're happy as an administrator, express your interest in potential career paths like Trainee Paraplanner or Adviser. This shows that you're motivated and see a future with the company, which is something they value.
