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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.
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.
Locations
IFA Administrator in Surrey, Thames Ditton 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 Surrey, Thames Ditton
✨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 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 underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that IFA Administrator position. We’re all about making the application process smooth and straightforward, so don’t miss out on the chance to join a fantastic team!
We think you need these skills to ace IFA Administrator in Surrey, Thames Ditton
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 experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in the role and how your skills can benefit us. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: Since the role involves client correspondence, make sure your application demonstrates your written and verbal communication skills. A well-structured application will show us you’re up for the task!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates!
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 can relate to the clients you'll be assisting.
✨Demonstrate Your Organisational Skills
As an IFA Administrator, you'll need to manage diaries, client meetings, and paperwork efficiently. Prepare examples from your past experiences where you've successfully handled multiple tasks or improved processes to showcase your organisational prowess.
✨Practice Client Correspondence Scenarios
Since the role involves a lot of client communication, practice how you would handle different scenarios. Think about how you'd respond to client enquiries or complaints, and be ready to demonstrate your verbal and written communication skills during the interview.
✨Show Enthusiasm for Progression
Even if you're happy as an administrator, express your interest in potential career progression. Mentioning your willingness to learn and grow within the company can make you a more attractive candidate, especially since they value long-term employees.
