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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 and 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 Gloucester 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 Gloucester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector 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. Practice common interview questions and think about how your experience aligns with the responsibilities listed in the job description.
✨Tip Number 3
Showcase your organisational skills! When you get the chance to meet potential employers, highlight your ability to manage diaries and prepare client review packs. These are key aspects of the role, and demonstrating your competence will set you apart.
✨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 journey towards landing that dream job in financial planning.
We think you need these skills to ace IFA Administrator in Gloucester
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 role and how your background makes you a great fit. Keep it professional but let your personality come through – we love to see enthusiasm!
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 candidates who take the time to present their information clearly and accurately.
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 goes straight to the right people. 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 are ready to contribute from day one.
✨Demonstrate Your Organisational Skills
As an IFA Administrator, you'll be managing client correspondence and diaries. Prepare examples of how you've successfully organised tasks or managed multiple priorities in previous roles to showcase your organisational prowess.
✨Familiarise Yourself with Their Software
If you know which software the company uses (like IO software), try to get a basic understanding of it before the interview. Mentioning your familiarity with their tools can set you apart as a proactive candidate.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, training opportunities, and career progression. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
