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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: Some experience in financial planning is preferred but not essential.
- Other info: Dynamic work environment with excellent staff retention and career growth.
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.
IFA Administrator in Etwall 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 Etwall
✨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 researching the company and its values. Since this business prides itself on being ethical and rewarding, think about how your own values align with theirs. Be ready to share examples of how you've demonstrated similar ethics in your previous roles.
✨Tip Number 3
Practice your communication skills! As an IFA Administrator, you'll be handling client correspondence and managing diaries. Role-play common scenarios with a friend or family member to boost your confidence and ensure you're ready to impress during interviews.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, we’re always here to support you throughout the process, so don’t hesitate to reach out if you need any help.
We think you need these skills to ace IFA Administrator in Etwall
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Ifa Administrator role. Highlight any relevant experience in financial planning or administration, and don’t forget to mention your skills in client correspondence and diary management!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about joining a modern and ethical financial planning business like ours. Share your enthusiasm for helping clients achieve financial security.
Showcase Your Attention to Detail: In this role, accuracy is key! Make sure your application is free from typos and errors. Mention any experience you have with maintaining client records or processing new business to show us you’ve got what it takes.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 like pensions, investments, and client correspondence. This will show that you're genuinely interested and knowledgeable about the role.
✨Showcase Your Organisational Skills
As an IFA Administrator, you'll be managing diaries and preparing client review packs. Bring examples of how you've successfully organised tasks in the past. Maybe share a story about a time you juggled multiple responsibilities and kept everything running smoothly.
✨Practice Your Communication
Since the role involves a lot of client interaction, practice your verbal and written communication skills. You might want to prepare a mock client correspondence or even role-play a phone call scenario. This will help you feel more confident during the actual interview.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company's culture, training opportunities, and career progression. This not only shows your interest but also helps you gauge if the company is the right fit for you. Remember, interviews are a two-way street!
