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- Tasks: Support financial planners by processing applications and managing client portfolios.
- Company: Join a prestigious financial planning firm in York with a stellar employee retention rate.
- Benefits: Enjoy remote work, 25 days holiday, and full study support for your career growth.
- Why this job: Be part of a supportive team that values personal development and offers structured career progression.
- Qualifications: Experience in IFA or financial planning administration is essential; familiarity with Intelligent Office is a plus.
- Other info: Competitive salary up to £30,000 plus bonus awaits the right candidate.
The predicted salary is between 24000 - 42000 £ per year.
Our client, a prestigious financial planning firm in York, is looking to appoint an IFA Administrator to join their experienced 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 £30,000 + 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 employer: Taylor James Professional Recruitment
Contact Detail:
Taylor James Professional Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the key financial products and services that the firm offers. Understanding these will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of the firm on platforms like LinkedIn. They can provide valuable insights into the company culture and what they look for in an IFA Administrator.
✨Tip Number 3
Brush up on your knowledge of Intelligent Office and other provider platforms. If you have experience, be ready to discuss how you've used these tools effectively in your previous roles.
✨Tip Number 4
Prepare questions to ask during the interview about the team dynamics and opportunities for personal development. This shows that you are proactive and serious about your career growth.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your IFA or financial planning administration experience. Emphasise any relevant skills and experiences that align with the job description, such as processing new business applications and liaising with clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of the financial services industry and how your background makes you a great fit for supporting paraplanners and financial planners.
Highlight Relevant Skills: In your application, specifically mention your organisational skills and any experience with Intelligent Office or similar platforms. This will demonstrate your ability to manage client portfolios and maintain accurate records effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services sector.
How to prepare for a job interview at Taylor James Professional Recruitment
✨Showcase Your Experience
Make sure to highlight your previous experience in IFA or financial planning administration. Be prepared to discuss specific tasks you've handled, such as processing new business applications or liaising with clients and product providers.
✨Familiarise Yourself with Intelligent Office
If you have experience using Intelligent Office, be ready to talk about it. If not, do some research on the platform and mention your willingness to learn. This shows initiative and a proactive attitude.
✨Demonstrate Organisational Skills
As the role requires being highly organised, prepare examples of how you've managed multiple tasks or projects in the past. Discuss any tools or methods you use to stay organised and efficient.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and opportunities for personal development. This not only shows your interest in the role but also helps you assess if the firm is the right fit for you.
