At a Glance
- Tasks: Support financial planners by processing applications and managing client portfolios.
- Company: Award-winning financial services firm with a fantastic working environment.
- Benefits: Up to £37,000 salary, bonus, home working, and 25 days holiday.
- Other info: Full study support and structured career progression available.
- Why this job: Join a supportive team and grow your career in financial services.
- Qualifications: Experience in IFA administration and strong organisational skills required.
The predicted salary is between 33300 - 40700 £ per year.
Our Bolton based award winning client are working with Taylor James to appoint an IFA Administrator to join their team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
- Processing new business applications across the key financial products
- Submitting transaction & trade requests including fund switches on and off platform
- Obtaining illustrations & product literature
- Acquiring client portfolio valuations
- Preparation of annual review packs for client meetings
- Acting as a key point of contact for financial planners & clients
- Liaising with product providers
- Actioning LOAs
- Maintaining an accurate record of the Client's financial situation
The candidate:
- IFA/ financial planning administration experience (essential)
- Experience of using Intelligent Office (desirable)
- Knowledge of provider platforms
- Highly organised
What's on offer:
- Starting basic salary of up to £37,000 bonus
- Home working
- 25 days holiday
- Full study support inclusive of training courses
- Structured career progression
Please contact submit the latest version of your CV to be considered for this opportunity.
IFA Administrator in Bolton le Sands employer: Taylor James Professional Recruitment Careers
Join an award-winning firm in Leeds that prioritises employee satisfaction and growth, offering a supportive environment for IFA Administrators. With an impressive retention rate, the company provides a competitive salary, generous holiday allowance, and full study support to help you advance your career in financial services. Experience a culture that values personal development and teamwork while enjoying the flexibility of home working.
Contact Details:
Taylor James Professional Recruitment Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Bolton le Sands
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Taylor James Professional Recruitment Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Taylor James Professional Recruitment Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Taylor James Professional Recruitment Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace IFA Administrator in Bolton le Sands
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Taylor James Professional Recruitment Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Taylor James Professional Recruitment Careers how you can be a team player!
How to prepare for a job interview at Taylor James Professional Recruitment Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Taylor James Professional Recruitment Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Taylor James Professional Recruitment Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
