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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.
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 and 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 Warrington 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 Warrington
✨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 rewarding, think about how your own values align with theirs. This will help you stand out as a candidate who truly fits their culture.
✨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 with discussing your experience and how you can contribute to the team.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, we’re always here to support you throughout the process, so don’t hesitate to reach out if you need any help.
We think you need these skills to ace IFA Administrator in Warrington
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. In your application, make sure to demonstrate your ability to maintain accurate records and manage client files. A small mistake can lead to big issues, so show us you’ve got this covered!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy and ensures your application goes straight to the right people. Don’t miss out on this opportunity!
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 the interviewers that you understand the industry and are ready to contribute from day one.
✨Demonstrate Your Organisational Skills
As an IFA Administrator, you'll be managing diaries and client correspondence. Prepare examples of how you've successfully organised tasks or managed multiple priorities in previous roles. This will highlight your ability to handle the responsibilities of the position.
✨Prepare Questions for Them
Interviews are a two-way street! Think of insightful questions about their processes, team dynamics, or opportunities for progression. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
✨Showcase Your Communication Skills
Since the role involves client correspondence and handling enquiries, practice articulating your thoughts clearly. You might even want to prepare a brief introduction about yourself that highlights your relevant experience and enthusiasm for the role.
