At a Glance
- Tasks: Manage client correspondence and support financial advisers with administrative tasks.
- Company: Join one of the UK's fastest-growing financial planning businesses.
- Benefits: Enjoy competitive salary, career progression, and a supportive work environment.
- Other info: Opportunities for progression to Paraplanner or Adviser roles available.
- Why this job: Make a difference in clients' financial security while developing your skills.
- Qualifications: Experience in administration and strong communication skills are essential.
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 several experienced Administrators to join their regional East Molesey office, 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.
IFA Administrator in Surrey employer: Recruit Wealth
Recruit Wealth is an exceptional employer, offering a modern and ethical work environment in East Molesey, where experienced Administrators can thrive. With a strong focus on employee growth, the company provides clear pathways for progression to roles such as Trainee Paraplanner or Adviser, while also valuing those who prefer to remain in long-term administrative positions. The supportive culture, combined with competitive benefits and a commitment to financial security for clients, makes this an ideal workplace for those seeking meaningful and rewarding employment.
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 industry 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 modern, 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 common scenarios with a friend to boost your confidence and ensure you're ready to impress during interviews.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for the latest roles. Plus, it shows you're serious about joining our team and helps us keep track of your application.
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 relevant experience in client correspondence and administration, and don’t forget to mention any software skills you have that align with the job description.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills can contribute to the team. Keep it concise but engaging – we want to see your personality!
Showcase Your Attention to Detail:As an IFA Administrator, attention to detail is key. In your application, provide examples of how you've maintained accurate records or managed client files in previous roles. This will show us you’re the right fit for the job!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Recruit Wealth
✨Know Your Stuff
Make sure you understand the basics of financial planning and administration. Brush up on key terms related to pensions and investments, as well as the specific software mentioned in the job description. This will show that you're not just interested in the role but also prepared to hit the ground running.
✨Showcase Your Communication Skills
Since the role involves a lot of client correspondence, be ready to demonstrate your verbal and written communication skills. Prepare examples of how you've effectively communicated with clients or colleagues in the past, and think about how you can convey complex information clearly.
✨Be Organised
The job requires managing diaries and preparing client review packs, so highlight your organisational skills. Bring examples of how you've successfully managed multiple tasks or projects at once, and be ready to discuss your methods for staying organised and efficient.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, progression opportunities, and the tools they use. This shows your genuine interest in the role and helps you assess if the company is the right fit for you. Plus, it gives you a chance to engage with the interviewer on a deeper level.
