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- Tasks: Support financial planners by managing documentation and ensuring compliance for client advice.
- Company: Reputable Chartered Financial Planning firm focused on quality client service.
- Benefits: Life assurance, health plans, pension contributions, and flexible working options.
- Why this job: Join a collaborative team and make a real difference in clients' financial journeys.
- Qualifications: 3+ years in financial planning, strong attention to detail, and proficiency in relevant software.
- Other info: Flexible hours available, with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners.
Key Responsibilities
- Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters.
- Ensure all compliance paperwork is accurately completed and maintained.
- Prepare application forms and supporting documents for the advice process.
- Process and manage new business and servicing cases, including more complex transactions, through to completion.
- Monitor the progress of applications and proactively update Advisers on any issues or delays.
- Action servicing requests and changes to clients investments.
- Prepare client portfolio valuations and review packs.
- Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases.
Requirements
- Minimum of 3 years experience within an independent financial planning or wealth management firm.
- Strong understanding of financial planning products, processes, and compliance requirements.
- Ideally hold RO1 or CF1, or be working towards equivalent qualifications.
- Excellent attention to detail with strong numeracy and literacy skills.
- Proficient in Microsoft Office and financial planning software systems.
We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients.
Benefits
- 4x life assurance
- Critical illness cover (2x)
- Employee Assistance Programme
- Health Cash Plan
- 5% employer pension contribution
- Discretionary annual bonus
- 22 days holiday plus bank holidays (option to purchase an additional 5 days)
- Hybrid working
- Both full-time or part-time hours considered
Senior IFA Administrator in Coventry employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator in Coventry
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and compliance requirements. We all know how important it is to show you’re not just a fit on paper but also in practice. Be ready to discuss your experience and how it aligns with the role.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows you’re genuinely interested in the position.
✨Tip Number 4
Check out our website for the latest job openings. We’re always looking for proactive and organised individuals like you to join our team. Applying directly through our site can give you a better chance of standing out!
We think you need these skills to ace Senior IFA Administrator in Coventry
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior IFA Administrator role. Highlight your experience in financial planning and any relevant qualifications you have. We want to see how your skills match what we're looking for!
Showcase Your Attention to Detail: Since this role requires excellent attention to detail, make sure your application is free from typos and errors. We appreciate a polished application that reflects your commitment to quality.
Be Proactive in Your Cover Letter: Use your cover letter to demonstrate your proactive nature. Share examples of how you've successfully managed complex transactions or supported colleagues in previous roles. We love seeing initiative!
Apply Through Our Website: For the best chance of success, apply directly through our website. This helps us keep track of your application and ensures it reaches the right people. We can't wait to hear from you!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning products and compliance requirements. Being able to discuss these confidently will show that you're not just experienced, but also genuinely interested in the role.
✨Showcase Your Attention to Detail
Prepare examples from your past work where your attention to detail made a difference. Whether it was catching an error in compliance paperwork or ensuring a client’s portfolio was accurately valued, these stories will highlight your skills.
✨Be Proactive in Your Approach
During the interview, demonstrate your proactive nature by discussing how you've taken initiative in previous roles. Talk about how you’ve managed complex transactions or improved processes, as this aligns perfectly with what they’re looking for.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client-focused advice and how the team collaborates. This shows that you’re not only interested in the position but also in how you can contribute to their success.