At a Glance
- Tasks: Support Financial Planners and ensure clients receive exceptional service throughout their financial journey.
- Company: Join a fast-growing, tech-driven Financial Planning business with a collaborative culture.
- Benefits: 28 days holiday, private medical insurance, hybrid working, and professional development support.
- Other info: Exciting growth plans and significant investment in technology await you.
- Why this job: Be part of a modern team transforming client experiences in Financial Planning.
- Qualifications: Experience in Financial Services and strong organisational skills are essential.
Join a modern, forward-thinking financial planning business! Recruit Wealth are delighted to be representing a highly ambitious and fast-growing financial planning business in their search for an experienced Administrator to join their Taunton regional offices. This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within financial planning and wealth management.
You’ll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business.
The Opportunity
As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a financial planning or wealth management environment. The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence.
Key Responsibilities
- Managing the end-to-end new business administration process
- Processing new business accurately and efficiently within agreed service standards
- Liaising with providers, solicitors, accountants and third parties
- Handling Letters of Authority and provider follow-ups
- Supporting Financial Planners with pipeline management and client servicing
- Maintaining accurate and compliant client records across internal systems
- Assisting with meeting preparation and ongoing client communications
- Managing incoming and outgoing correspondence and documentation
- Delivering exceptional client service via telephone and email
- Supporting process improvements and operational efficiencies across the business
What We’re Looking For
- Previous experience within a financial planning, wealth management or wider financial services business
- Experience working in a Client Administrator, Financial Services Administrator or similar support role
- Strong organisational skills with excellent attention to detail
- The ability to manage multiple priorities within a busy environment
- Excellent communication and relationship-building skills
- A proactive and team-focused approach
- Good working knowledge of Microsoft Office and provider platforms & back office systems
- Experience using back-office systems such as CURO would be advantageous, although training can be provided.
Why Apply?
- Join a highly respected and fast-growing national financial planning business
- Work within a supportive and collaborative culture
- Genuine opportunities for progression and development
- Modern systems and technology-focused environment
- Be part of a business committed to delivering outstanding client outcomes
- Hybrid working
Benefits of joining the business:
- 28 days holiday plus Bank Holidays
- Death in Service
- Private Medical Insurance
- Group Income Protection
- Employee Assistance Program
- Medicash
- Private Pension
- Discretionary, up to 10% company annual bonus
- Hybrid/Work from home
- Full support for further professional qualifications.
If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive financial planning firm, we would love to hear from you. To apply or find out more, please contact Recruit Wealth today.
IFA Administrator in Taunton employer: Recruit Wealth Ltd
Join a dynamic and innovative financial planning firm in Taunton, where your contributions as an IFA Administrator will be valued in a collaborative and supportive environment. With a strong focus on professional development, modern technology, and exceptional client service, this company offers excellent long-term career prospects and a commitment to employee well-being through generous benefits and hybrid working options.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Taunton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Recruit Wealth Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Administrator in Taunton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Recruit Wealth Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Recruit Wealth Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Recruit Wealth Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Recruit Wealth Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Recruit Wealth Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Recruit Wealth Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
