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For Companies At a Glance
- Tasks: Provide top-notch support in financial planning and administration.
- Company: Join New Vision Wealth Management, a dynamic firm in Crewe.
- Benefits: Competitive salary, career progression, and flexible role development.
- Why this job: Make a real impact while advancing your career in finance.
- Qualifications: Experience in IFA administration and progress in CII R0 exams.
- Other info: Inclusive hiring process with opportunities for personal growth.
The predicted salary is between 28000 - 33000 £ per year.
Crewe (Office-Based) £28,000 – £33,000 (flexibility for the right person)
Are you an experienced IFA/Financial Planning Administrator? Have you made some progress with the R0 exams, and can you bring technical expertise to our office? New Vision Wealth Management are looking to recruit an experienced Senior IFA Administrator to join their team in Crewe. This is a key hire for our business, and an excellent opportunity for someone with strong IFA administration experience and good technical knowledge to make a valuable contribution to a successful firm.
Career development & progression
One of the most attractive aspects of this position is the flexibility around where it could lead. We are open-minded about the long-term direction of the role, and we are happy for it to develop in line with your own ambitions. For example, this could be a stepping stone into:
- A supervisory or team oversight role
- A more technical senior administration position
- Paraplanning, if that is the route you want to pursue
The priority right now is bringing in someone with the right financial planning administration experience and a good level of technical knowledge. From there, the business is keen to support you in building a career path that suits you.
The role
As Senior IFA Administrator, you will provide high-quality support and technical expertise across all aspects of financial planning administration, ensuring that client servicing and new business processing is delivered accurately, efficiently, and compliantly. Responsibilities will include:
- Processing new business applications and investment transactions
- Preparing illustrations, documentation, and client communications
- Handling fund switches, rebalances, withdrawals and top-ups
- Producing portfolio valuations and supporting annual review processes
- Liaising with product providers to progress cases and resolve queries
- Maintaining accurate client records on back-office systems such as Intelliflo
- Supporting advisers and paraplanners with the smooth delivery of advice and service
About you
To be considered, you should have:
- Proven experience in a financial planning or IFA administration role
- Started the CII R0 Diploma exams with one or two successes, particularly to achieve the higher salary figure
- Good knowledge of pensions, investments, platforms, and provider processes
- Strong organisational skills and excellent attention to detail
- A professional and client-focused approach
- Confidence working within FCA-regulated procedures and compliance standards
Salary
The salary range is £28,000 – £33,000, although there may be flexibility for candidates who bring significant experience and value. We are particularly keen to hear from those with a strong financial planning technical knowledge.
Apply now
We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 30 days but may close early if a suitable candidate is found. Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted. To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.
IFA Administrator in Crewe employer: Recruitment Rebellion
Contact Detail:
Recruitment Rebellion Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Crewe
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about letting them know you’re on the lookout for an IFA Administrator role. Sometimes, it’s all about who you know, and a friendly nudge can lead to great opportunities.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and compliance standards. We want you to shine when you get that interview call, so practice common questions and scenarios related to the role.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your career goals. Check out our website for openings at New Vision Wealth Management and tailor your approach to show how your experience fits their needs. A targeted application can make all the difference!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you fresh in the interviewer’s mind. It shows your enthusiasm for the role and gives you another chance to highlight why you’re the perfect fit for their team.
We think you need these skills to ace IFA Administrator in Crewe
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your relevant experience in financial planning and administration, and don’t forget to mention any progress you've made with the R0 exams. We want to see how you fit into our team!
Showcase Your Technical Knowledge: Since we’re looking for someone with strong technical expertise, be sure to include specific examples of your knowledge in pensions, investments, and compliance standards. This will help us see how you can contribute to our success.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points where necessary to make it easy for us to read. We appreciate a well-structured application that highlights your skills and experience without unnecessary fluff.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application directly. Plus, it shows us you’re serious about joining our team at New Vision Wealth Management.
How to prepare for a job interview at Recruitment Rebellion
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and the specific processes of different providers. Being able to discuss these topics confidently will show that you have the technical expertise they’re looking for.
✨Showcase Your Experience
Prepare examples from your previous roles that highlight your IFA administration experience. Think about specific situations where you successfully processed new business applications or handled client communications, as these will demonstrate your capability.
✨Be Ready for Compliance Questions
Since this role involves working within FCA-regulated procedures, be prepared to answer questions about compliance standards. Familiarise yourself with relevant regulations and think of how you've adhered to them in past roles.
✨Express Your Career Aspirations
This position offers flexibility for career development, so don’t hesitate to share your ambitions during the interview. Whether you’re interested in moving into a supervisory role or paraplanning, let them know how you see your future aligning with their company.
