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- Tasks: Support financial planners by managing documentation and ensuring compliance in the advice process.
- Company: Join a respected Chartered Financial Planning firm known for client-focused service.
- Benefits: Enjoy life assurance, health plans, hybrid working, and generous holiday options.
- Why this job: Be part of a dedicated team making 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 both full-time and part-time roles.
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 employer: RGH-Global Ltd
Contact Detail:
RGH-Global Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the hunt for a Senior IFA Administrator role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning products and compliance requirements. We recommend practising common interview questions with a friend or in front of the mirror to boost your confidence before the big day.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed complex transactions or improved processes in your previous roles. This will demonstrate your proactive approach and attention to detail, which are key for this position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior IFA Administrator
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 like RO1 or CF1. 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, include examples in your application that demonstrate your ability to manage compliance paperwork and complex transactions accurately. We love candidates who take pride in their work!
Be Proactive in Your Cover Letter: In your cover letter, show us your proactive nature! Discuss how you've successfully supported Paraplanners or Financial Advisers in the past and how you can bring that same energy to our team. We appreciate a go-getter!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at RGH-Global Ltd
✨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
Since this role requires a keen eye for detail, prepare examples from your past work where your attention to detail made a difference. Whether it was catching an error in a report or ensuring compliance paperwork was spot on, these stories will highlight your skills.
✨Be Proactive in Your Approach
Demonstrate your proactive nature by discussing how you've taken initiative in previous roles. Whether it’s streamlining processes or anticipating client needs, showing that you can think ahead will resonate well with the interviewers.
✨Prepare for Team Dynamics
Since you'll be working closely with Paraplanners and Financial Advisers, think about how you can contribute to a collaborative environment. Be ready to share experiences where teamwork led to successful outcomes, as this will illustrate your ability to fit into their culture.
