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- Tasks: Support financial planners and manage client information for impactful financial advice.
- Company: Award-winning financial advisory firm with a focus on growth and integration.
- Benefits: Generous salary, excellent benefits, hybrid working, and fully funded industry exams.
- Other info: Opportunities for career progression into Paraplanning and beyond.
- Why this job: Join a dynamic team making a real difference in clients' lives.
- Qualifications: Experience in financial advisory, strong communication, and attention to detail.
The predicted salary is between 30000 - 42000 £ per year.
Our client provides a broad range of independent advice across financial planning, wealth and investment management services. As a private equity backed business, there has never been a better time to join them as they continue to grow, acquire and integrate advice businesses across the UK. They are award winning, regularly in the financial press and are making impactful change to clients' lives with their expert regulated advice and guidance. Excitingly, various newly created opportunities are now available across all their national offices for administrators to join.
Responsibilities
- To provide support as required to the financial planners to enable the provision of advice to clients.
- Helping financial planners prepare for client reviews.
- Ensuring all client information is up to date on IO.
- Requesting plan information from the respective providers either by post, email or direct from the provider platform.
- Updating contributions and withdrawals.
- Validating all funds held within IO, ensuring that unit balances are recorded correctly.
- Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges.
- Using the standard templates within IO, create and check the client valuation report and upload to IO.
- Frequently interact with advisers and clients.
- Produce client letters as required.
- Answering phone calls.
- Ensure that the level of service, as agreed with each client, is delivered in a timely manner.
- To deal efficiently with all day-to-day telephone and email enquiries from clients and providers.
- Create and maintain effective client files.
- New business processing and application submission.
- Engage with training and development as applicable.
Requirements
- Relevant experience working in a financial advisory business.
- Good written and oral communication skills.
- Methodical and organised.
- Computer literate.
- Accurate with good attention to detail.
- Customer focused.
- Drives forward service excellence.
- Collaborative and a team player.
A very generous salary is being offered, excellent company benefits as well as a professional and encouraging working culture are all available with this national brand. Opportunities to progress, if desired, can all be discussed further on application such as Paraplanning and beyond. Support for industry exams etc are fully funded. Home/office hybrid working is fully supported during the working week. Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates. Please apply for an immediate response.
IFA Administrator in Desborough 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 Desborough
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. 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 financial planning and investment management. Familiarise yourself with common questions and practice your responses. We want you to shine when you get that interview call!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for the latest opportunities and make sure your application stands out by tailoring it to each role.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism. We’re rooting for you!
We think you need these skills to ace IFA Administrator in Desborough
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 experience in financial advisory, and don’t forget to showcase your attention to detail and customer-focused approach!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about joining our client’s team and how your background makes you a perfect fit for the role. Keep it concise but engaging!
Showcase Your Communication Skills: Since good written and oral communication skills are key for this role, make sure your application is clear and well-structured. Use professional language, but let your personality shine through too!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s super easy, and you’ll be one step closer to joining an award-winning team making a real impact!
How to prepare for a job interview at Recruit Wealth Ltd
✨Know Your Stuff
Make sure you brush up on the basics of financial advisory services. Understand the role of an IFA Administrator and be ready to discuss how your experience aligns with the responsibilities listed in the job description.
✨Showcase Your Communication Skills
Since this role involves frequent interaction with advisers and clients, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in previous roles, especially in a customer-focused environment.
✨Be Methodical and Organised
Demonstrate your organisational skills by discussing how you manage tasks and prioritise work. You might want to share specific tools or methods you use to keep track of client information and ensure accuracy.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s growth plans and how the IFA Administrator role fits into that vision. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.