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- Tasks: Support financial planners with client administration and mentoring junior colleagues.
- Company: Award-winning, family-friendly firm focused on growth and development.
- Benefits: Competitive salary, bonus, free parking, and career progression opportunities.
- Other info: Collaborative environment with a focus on continuous improvement and leadership development.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: 3 years of experience in financial services administration and strong communication skills.
The predicted salary is between 32000 - 40000 £ per year.
East Leeds £32,000 to £40,000 per annum, plus bonus and company benefits, incl. free car parking. Reward Recruitment Limited are working closely with a multi award-winning, forward-thinking and family friendly firm, who are looking to recruit a Senior IFA Administrator to support the growth and development of the firm, and are offering a highly competitive salary and with genuine career progression.
The individual they are looking to recruit will be an outstanding Senior IFA Administrator who has the diligence and skills to become a highly valuable member of their client focused financial planning team. You will be working within the client service team to provide full administrative support to the financial planners across the full range of financial products.
About the Role:
- You will work closely with the Financial Planners and fellow team members to manage the full lifecycle of the client administration function, from onboarding to annual reviews.
- You will also play a key role in mentoring junior colleagues and contributing to a culture of continuous improvement and collaboration.
Delivering Outstanding Client Care
- Be a trusted point of contact for clients managing communications, attending meetings, and ensuring they feel valued, informed, and supported at every step.
Owning the Administrative Process
- Take charge of managing client records, preparing documentation, and coordinating the full end-to-end client journey, always with precision and care.
Supporting Financial Planners
- Handle meeting preparation and casework coordination so that planners can focus on advice, knowing their clients are in safe hands.
Leading by Example
- Help set the standard for best practice whether that's staying up to date with industry regulations, maintaining compliance, or streamlining internal processes.
Mentoring and Team Support
- Act as a go-to person within the team, offering guidance to less experienced colleagues and beginning to develop your own leadership and coordination skills.
About you:
- They are looking for someone who has proven experience (3 years) in financial services administration preferably within a financial planning or wealth management firm.
- Strong knowledge of compliance frameworks, regulatory requirements, and client service expectations in financial services.
- Exceptional communication skills professional, warm, and confident.
- A high level of accuracy, organisation, and attention to detail.
- A collaborative mindset with the ability to take initiative and manage your own workload.
- A genuine interest in mentoring and supporting others as you grow your leadership capabilities.
To Apply:
Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on 07747 782934 for an open conversation in relation to this or other similar roles.
Locations
Senior IFA Administrator in Wetherby, Yorkshire employer: Reward Recruitment
Contact Detail:
Reward Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator in Wetherby, Yorkshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that Senior IFA Administrator role.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client care and how they support their financial planners. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Show off your skills during the interview! Bring examples of how you've managed client records or improved administrative processes in your previous roles. This will demonstrate your ability to take charge and lead by example, just like they're looking for.
✨Tip Number 4
Don't forget to follow up after your interview! A quick thank-you email reiterating your interest in the role and highlighting a key point from your conversation can keep you fresh in their minds. And remember, apply through our website for the best chance!
We think you need these skills to ace Senior IFA Administrator in Wetherby, Yorkshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in financial services administration and any relevant achievements that showcase your ability to support financial planners.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Senior IFA Administrator role. Share specific examples of how you've delivered outstanding client care and mentored colleagues in the past.
Showcase Your Communication Skills: Since exceptional communication is key, ensure your application is clear and professional. Use a warm tone that reflects your personality while maintaining professionalism, as this will resonate with our client-focused culture.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quicker. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Reward Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services administration, especially within financial planning or wealth management. Familiarise yourself with compliance frameworks and regulatory requirements, as these are crucial for the role.
✨Showcase Your Communication Skills
Since exceptional communication is key, practice articulating your thoughts clearly and confidently. Prepare examples of how you've effectively managed client communications in the past, ensuring clients feel valued and informed.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage your workload and maintain accuracy in your work. Bring examples of how you've handled the full lifecycle of client administration, from onboarding to annual reviews, showcasing your attention to detail.
✨Emphasise Mentoring Experience
Highlight any experience you have in mentoring or supporting junior colleagues. Discuss how you can contribute to a culture of continuous improvement and collaboration, which is essential for the team dynamic they’re looking for.