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- 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.
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.
IFA Administrator in Derby 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 Derby
✨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 pensions and investments. Familiarise yourself with common client queries and how to handle them. This will show potential employers that you're not just a great administrator, but also someone who understands the financial landscape.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that IFA Administrator position. We’re all about making the process smooth and straightforward, so don’t miss out on the chance to join a fantastic team!
We think you need these skills to ace IFA Administrator in Derby
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Ifa Administrator role. Highlight any relevant financial planning background and administrative skills to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re excited about this opportunity and how your previous experiences make you a great candidate for the role.
Showcase Your Communication Skills: Since the role involves client correspondence, make sure your application demonstrates your written communication skills. Keep it clear, concise, and professional – we love a well-presented application!
Apply Through Our Website: We encourage you to apply directly through our website for a quicker response. It’s the best way to ensure your application gets into the right hands and shows us you’re keen to join our team!
How to prepare for a job interview at Recruit Wealth Ltd
✨Know Your Stuff
Make sure you brush up on financial planning basics and the specific services the company offers. Familiarise yourself with terms related to pensions and investments, as well as the software they use. This will show that you're genuinely interested and ready to hit the ground running.
✨Showcase Your Communication Skills
As an IFA Administrator, you'll be dealing with client correspondence regularly. Prepare examples of how you've effectively communicated in previous roles, whether through written or verbal means. Practising clear and concise responses during the interview can really set you apart.
✨Demonstrate Organisational Skills
This role involves managing diaries and preparing client review packs, so be ready to discuss your organisational strategies. Share specific instances where you've successfully managed multiple tasks or projects, highlighting your ability to stay on top of things in a busy environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, training opportunities, and career progression. This not only shows your enthusiasm for the role but also helps you gauge if the company is the right fit for you. Remember, interviews are a two-way street!
