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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 potential.
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 Marlborough 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 Marlborough 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 Marlborough
✨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 hunt 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 pensions and investments. Familiarise yourself with common client queries and how to handle them. This will show potential employers that you're not just a great administrator, but also someone who understands the industry.
✨Tip Number 3
Don’t forget to showcase your organisational skills! When you get the chance to chat with recruiters or during interviews, highlight your experience in managing diaries, preparing client review packs, and maintaining accurate records. These are key skills for the IFA Administrator role.
✨Tip Number 4
Apply through our website for a smoother process! We want to make it easy for you to land that dream job. Plus, it shows you're serious about joining a top-notch financial planning business that values its staff.
We think you need these skills to ace Ifa Administrator in Marlborough
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 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 interested in this role and how your background makes you a great fit. Be sure to mention your enthusiasm for the company’s ethical approach and career progression opportunities.
Showcase Your Attention to Detail: As an administrator, attention to detail is key. In your application, provide examples of how you've maintained accurate records or ensured compliance in previous roles. This will show us that you’re serious about getting it right!
Apply Through Our Website: We encourage you to apply through our website for the best chance of success. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Recruit Wealth Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the specific duties of an IFA Administrator. Familiarise yourself with client correspondence, processing new business, and managing diaries. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Skills
Prepare examples from your past experience that highlight your organisational skills and attention to detail. Think about times when you've successfully managed client records or handled enquiries. This will help demonstrate your capability to handle the responsibilities outlined in the job description.
✨Ask Smart Questions
During the interview, don’t hesitate to ask questions about the company culture, training opportunities, and progression paths. This shows that you’re genuinely interested in the role and want to grow within the company. Plus, it gives you a better idea of whether this is the right fit for you.
✨Be Yourself
While it's important to be professional, don’t forget to let your personality shine through. The company values a modern and ethical approach, so being authentic can help you connect with the interviewers. They want to see how you would fit into their team!
