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- Tasks: Support financial advisers with client records and compliance tasks.
- Company: Growing financial planning team near Bromsgrove.
- Benefits: Salary between £26,000-£30,000, with opportunities for growth.
- Why this job: Join a dynamic team and enhance client experiences in finance.
- Qualifications: Experience in administration and knowledge of financial services preferred.
- Other info: Fast-paced environment with a focus on teamwork and detail.
The predicted salary is between 22000 - 30000 £ per year.
Located near Bromsgrove, office based
Salary £26,000-£30,000 DOE
Our client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers by ensuring client records, documentation, and compliance requirements are handled efficiently. The successful candidate will play a key role in providing an excellent client experience and enabling the smooth delivery of financial advice.
Key Responsibilities- Provide full administrative support to advisers and paraplanners.
- Prepare and process new business applications, client reviews, and policy administration.
- Maintain and update client records and financial planning systems with accuracy.
- Produce valuations, illustrations, and reports as required.
- Liaise with providers, clients, and other stakeholders to obtain policy information and updates.
- Ensure compliance and regulatory requirements are met.
- Handle correspondence via phone, email, and post, ensuring queries are dealt with promptly.
- Support the preparation of client meetings, including producing packs and documentation.
- Previous experience in an Administrative role (essential)
- Previous experience in financial services (IFA/wealth management background) (desirable)
- Knowledge of financial products (pensions, investments, mortgages) is an advantage.
- Excellent organisational skills with high attention to detail and accuracy.
- Confident communicator, able to liaise professionally with clients and providers.
- Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable learning new systems.
- Ability to prioritise tasks and work effectively under pressure.
- A proactive team player with a positive, can-do attitude.
IFA Administrator in Bromsgrove employer: RGH-Global Ltd
Contact Detail:
RGH-Global Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Bromsgrove
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. 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!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products. Be ready to discuss pensions, investments, and mortgages. This will show potential employers that you’re not just organised but also knowledgeable about the industry.
✨Tip Number 3
When you get an interview, don’t just focus on answering questions. Ask insightful questions about the company’s approach to client experience and compliance. This shows you’re genuinely interested and engaged with their mission.
✨Tip Number 4
Apply through our website! We make it easy for you to find and apply for roles like the IFA Administrator position. Plus, it gives you a better chance of being noticed by hiring managers who are looking for candidates just like you!
We think you need these skills to ace IFA Administrator in Bromsgrove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your previous administrative experience and any relevant financial services background. We want to see how your skills match what we're looking for!
Showcase Your Attention to Detail: Since this role requires high attention to detail, include examples in your application that demonstrate your organisational skills. We love candidates who can keep things accurate and efficient!
Be Professional in Communication: As you'll be liaising with clients and providers, ensure your written communication is clear and professional. Use a friendly tone but keep it business-like. We appreciate good communicators!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at RGH-Global Ltd
✨Know Your Financial Products
Brush up on your knowledge of financial products like pensions, investments, and mortgages. Being able to discuss these confidently will show that you understand the industry and can support advisers effectively.
✨Demonstrate Organisational Skills
Prepare examples from your previous roles where you showcased your organisational skills. Think about how you managed client records or handled multiple tasks under pressure, as this is crucial for the IFA Administrator role.
✨Practice Professional Communication
Since you'll be liaising with clients and providers, practice your communication skills. Role-play common scenarios you might encounter, such as handling queries or preparing for client meetings, to ensure you come across as confident and professional.
✨Familiarise Yourself with Compliance
Understand the compliance and regulatory requirements relevant to the financial services sector. Being knowledgeable in this area will demonstrate your commitment to maintaining high standards and ensuring smooth operations within the team.
