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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 professional 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 a focus on career growth.
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.
IFA Administrator in Surrey 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
✨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 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 with a friend or family member to get comfortable discussing your experience and how you can contribute to the team.
✨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 looking for passionate individuals who want to grow within a supportive environment. So, hit that apply button and let’s get you started on your journey!
We think you need these skills to ace IFA Administrator in Surrey
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 work accurately and professionally.
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 us. We can’t wait to hear from you!
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 services the company offers. Familiarise yourself with terms related to pensions and investments, as well as the software they use. This will show that you're genuinely interested and prepared.
✨Showcase Your Communication Skills
As an IFA Administrator, you'll be dealing with client correspondence regularly. During the interview, demonstrate your verbal and written communication skills. You might even want to prepare a mock email or response to a client query to showcase your ability to handle client interactions effectively.
✨Highlight Your Organisational Skills
This role involves managing diaries and preparing client review packs, so it's crucial to highlight your organisational skills. Share examples from your past experiences where you successfully managed multiple tasks or projects, ensuring everything was completed accurately and on time.
✨Ask Insightful Questions
Prepare some 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. Remember, interviews are a two-way street!
