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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 flexible working options.
- Why this job: Kickstart your career in finance with opportunities for progression and professional development.
- Qualifications: Experience in financial planning is preferred but not essential; enthusiasm is key!
- Other info: Supportive management and a dynamic work environment await you.
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 their regional Haywards Heath 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.
- Flex/Hybrid working.
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 Haywards Heath 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 Haywards Heath
✨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 supportive, think about how your own values align with theirs. Be ready to share examples of how you've demonstrated similar qualities 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 the interview.
✨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 by Recruit Wealth. Plus, it shows you're serious about landing that IFA Administrator position!
We think you need these skills to ace Ifa Administrator in Haywards Heath
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 explain why you want to join our team and how your experience aligns with the responsibilities listed in the job description. Keep it friendly and professional!
Showcase Your Communication Skills: Since client correspondence is key in this role, demonstrate your written communication skills in your application. Use clear, concise language and make sure there are no typos – we love attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
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 diaries and client correspondence. 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 possible, get a basic understanding of IO software or similar tools used in financial planning. Mentioning your willingness to learn and adapt to their systems can set you apart as a proactive candidate.
✨Ask Insightful Questions
Prepare thoughtful questions about the company 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.
