At a Glance
- Tasks: Support experienced Chartered Advisors with administration and client communication.
- Company: Independent Wealth Management firm known for personalised financial planning.
- Benefits: Competitive salary, 23 days holiday, birthday off, and professional exam support.
- Other info: Flexible working hours and a welcoming office environment.
- Why this job: Join a collaborative team and make a real impact on clients' financial journeys.
- Qualifications: 18 months experience in financial administration and strong organisational skills.
The predicted salary is between 33000 - 33000 £ per year.
Basic Salary : Up to £33,000
Please Note
We ask that only candidates who meet the majority of the skills and experience outlined in this advert, to apply. Applications that do not meet the criteria will not be considered.
About our client and the role
Swarm Recruitment are pleased to be partnered with an Independent Wealth Management firm to support their recruitment of an experienced IFA Administrator.
They specialise in delivering highly personalised financial planning to individuals, families and business owners.
The firm is known for its relationship-led approach, taking the time to truly understand clients’ ambitions and provide tailored, long-term advice, underpinned by a strong commitment to integrity, professionalism and exceptional client service
As an IFA Administrator you will be part of the administration team supporting experienced Chartered Advisors.
This will include administration, coordination and preparation of client work.
Ensuring accuracy, task progression and communication throughout is vital, as well as working with discretion, continuous improvement and a calm and professional manner.
In addition, you will support the day-to-day management of the office and act as a professional and personable first point of contact for clients, ensuring a welcoming environment and an excellent level of service.
This is a great opportunity to join a company who offers a collaborative and highly supportive working environment.
You will be based primarily in the Cambridge office as well as working one day a week (Tuesday) in the Stanstead office, so location is key.
Salary & Benefits
- Collaborative and supporting working environment
- An extra day off on your Birthday
- Discretionary Christmas office closure
- Support for undertaking professional exams - financial and study support days
- Pension Contribution - 5%
- Private Medical Insurance, Medical Cash Plan, Income Protection - after probation
- Employee Assistant Programme
- Parking
- Team breakfasts
- 9am - 5.30pm - flexibility to work set tailored hours
- Monday & Friday - work from home if business needs allow
- Tuesday - working from the Stansted office
- Wednesday & Thursday - working from the Cambridge office
Required Experience
- Minimum 18 months experience in a similar administration role within a Financial Advice firm
- Strong administration and organisational skills
- Excellent rapport and relationship building skills
- Excellent written and verbal communication skills
- Proactive, collaborative and curious mindset
- Ensuring service excellence at every stage of the journey and working with a methodical and calm approach
Role Responsibilities
- Prepare accurate pre‑and post‑meeting materials
- Provide timely responses to client queries
- Support the onboarding process by gathering information, issuing and tracking Letters of Authority
- Progress clients work by tracking tasks, checking status updates and highlighting areas for attention
- Maintain clear, accurate and complete electronic client files which are audit ready.
- Capture and update Know Your Client information across all systems and platforms.
- Process new business (contributions, transfers and withdrawals)
- Administration and coordination for investment‑related tasks
- Liaise with product providers, platforms and advisers to obtain information or progress actions
- Assemble complete and up to date annual review and catch‑up meeting packs.
- Adhere to GDPR and data‑security requirements.
- Ensure the CRM is accurate and up to date
- Support a smooth and organised client journey with consistent communication and preparation standards.
- Meet and greet clients in a professional, warm and personable manner.
- Act as the first point of contact for clients visiting the office.
- Take regular meter readings and assist with general office upkeep.
- Monitor and replenish office supplies, including tea, coffee and biscuits.
- Assist with opening and closing the office when required.
- Help maintain a welcoming, organised and professional office environment.
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed.
Your data will only be used for the purposes intended.
Our Data Protection Policy will be forwarded to you if requested.
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IFA Administrator in Cambridge employer: Swarm Recruitment
Swarm Recruitment is an exceptional employer, offering a dynamic hybrid working model in the vibrant city of York. With a strong emphasis on client-focused service and extensive support from experienced Mortgage Advisers, employees benefit from a collaborative work culture that fosters professional growth and ethical practices. The provision of warm leads and full administrative support ensures that our Protection Advisers can thrive, making this an ideal opportunity for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Cambridge
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Swarm Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Administrator in Cambridge
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Swarm Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Swarm Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Swarm Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Swarm Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Swarm Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Swarm Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
