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- Tasks: Support Financial Planners by managing client information and preparing essential documentation.
- Company: Join a leading UK Financial Planning and Wealth Management firm with a strong reputation.
- Benefits: Enjoy a competitive salary, private pension, generous holiday allowance, and hybrid working options.
- Why this job: Make a positive impact on clients' lives while developing your career in finance.
- Qualifications: Experience in administration and excellent communication skills are essential.
- Other info: Be part of a growing team with opportunities for professional development and progression.
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 following information aims to provide potential candidates with a better understanding of the requirements for this role.
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. xiskglj
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 employer: Recruit Wealth Ltd
Contact Detail:
Recruit Wealth Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning space and let them know you're on the lookout for IFA Administrator roles. You never know who might have the inside scoop on an opening or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your product knowledge and compliance requirements. Be ready to discuss how you can support Financial Planners and enhance client relationships. Show them you’re not just a fit, but the perfect fit!
✨Tip Number 3
Don’t forget to showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks and deadlines in previous roles. This will highlight your ability to thrive in a busy environment like theirs.
✨Tip Number 4
Apply through our website for a smoother process! We want to see your application and help you land that dream job. Plus, it shows you’re serious about joining a company that values excellence and a supportive culture.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight relevant experience and skills that match the job description, like your ability to support Financial Planners and manage client queries.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our mission of making a positive difference in clients' lives.
Show Off Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. This shows us you take pride in your work and understand the importance of accuracy in financial documentation.
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 your knowledge of financial products, compliance requirements, and the specific services offered by the company. Being able to discuss these topics confidently will show that you're serious about the role and understand what it entails.
✨Showcase Your Communication Skills
As an IFA Administrator, you'll need to communicate effectively with clients and colleagues. Practice articulating your thoughts clearly and concisely. Consider preparing examples of how you've successfully managed client relationships or resolved queries in the past.
✨Demonstrate Attention to Detail
This role requires exceptional accuracy, so be ready to discuss how you ensure precision in your work. Bring examples of how you've maintained accurate records or handled compliance documents in previous roles to highlight your attention to detail.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's culture, growth opportunities, and expectations for the role. This not only shows your interest but also helps you determine if the company is the right fit for you.
