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For Companies At a Glance
- Tasks: Support Financial Planners with admin tasks and client queries.
- Company: Join a thriving financial services team in Poole with growth opportunities.
- Benefits: Enjoy 25 days holiday, early finishes, and free eye tests.
- Why this job: Gain valuable experience in finance while working in a supportive environment.
- Qualifications: Experience as an IFA Administrator is preferred; training provided for the right candidate.
- Other info: Flexible working hours and a fun team culture await you!
The predicted salary is between 28800 - 43200 £ per year.
This role is for you if you have experience as an IFA Administrator and you’re looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business.
Core Responsibilities
- Provide comprehensive administrative support to your Financial Planners.
- Obtain valuations, product details, and other key information for analysis.
- Liaise with product providers and third parties to ensure smooth operations.
- Process new business, withdrawals, and fund switches, working closely with our Paraplanners.
- Handle client and third-party queries with professionalism and efficiency.
- Maintain compliant and well-organized client files.
- Uphold the principles of Treating Customers Fairly in every aspect of your role.
Key Skills & Attributes
- Understands the Financial Planning process.
- Thrives in structured environments and follows defined business processes.
- Can work independently and achieve outcomes without constant supervision.
- Is highly organized, accurate, and detail-focused.
- Communicates clearly and confidently, both in writing and verbally.
- Excels at multitasking and prioritizing workloads effectively.
- Has strong IT skills and is proficient in Microsoft Word, Excel, and Outlook.
- Enjoys working both independently and as part of a team.
- Experience with Xplan is a plus – but don’t worry, they provide full training!
Benefits:
- 3% employer pension contributions
- Free eye tests and £100 towards glasses every 2 years
- Full training package to support your growth
- 25 days holiday (plus bank holidays), with 3 days reserved for Christmas
- Extra holiday every 3 years (up to 5 additional days)
- Early finish on Fridays – 4:30pm
- Flexi-start two days a week (Mon–Thurs, 8:00am–4:30pm)
- Free parking
- Birthday bubbles to celebrate your special day
If you are interested in this role, please apply below or contact directly!
Ifa Administrator employer: Reed
Contact Detail:
Reed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Ifa Administrator
✨Tip Number 1
Familiarise yourself with the Financial Planning process and the specific responsibilities of an IFA Administrator. This will help you speak confidently about your understanding during any interviews or networking opportunities.
✨Tip Number 2
Connect with current or former employees of StudySmarter on LinkedIn. They can provide insights into the company culture and the role, which can be invaluable when preparing for your application.
✨Tip Number 3
Brush up on your IT skills, especially in Microsoft Word, Excel, and Outlook. Being proficient in these tools is crucial for the role, and demonstrating your competence can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss how you handle multitasking and prioritising workloads effectively. Think of examples from your past experience that showcase your organisational skills and ability to work independently.
We think you need these skills to ace Ifa Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an IFA Administrator. Focus on relevant skills such as administrative support, client communication, and familiarity with financial planning processes.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to thrive in structured environments and your attention to detail.
Highlight Relevant Skills: In your application, emphasise your strong IT skills, particularly with Microsoft Word, Excel, and Outlook. If you have experience with Xplan, be sure to mention it, even if you require training.
Showcase Your Teamwork and Independence: Provide examples in your application of how you can work both independently and as part of a team. This will demonstrate your versatility and ability to adapt to different working styles.
How to prepare for a job interview at Reed
✨Show Your Understanding of Financial Planning
Make sure to demonstrate your knowledge of the financial planning process during the interview. Be prepared to discuss how you have supported financial planners in the past and how you can contribute to their success.
✨Highlight Your Organisational Skills
Since the role requires a high level of organisation and attention to detail, share specific examples of how you've managed multiple tasks or maintained well-organised client files in previous positions.
✨Communicate Clearly and Confidently
Practice articulating your thoughts clearly, both verbally and in writing. This is crucial as you'll be handling client queries and liaising with third parties, so showcasing your communication skills will be key.
✨Familiarise Yourself with Relevant Software
While experience with Xplan is a plus, being proficient in Microsoft Word, Excel, and Outlook is essential. Brush up on these tools before the interview and be ready to discuss how you've used them in your previous roles.
