At a Glance
- Tasks: Support financial advisers by managing client information and processing applications.
- Company: Join a fast-growing Top 20 accountancy firm with a people-first culture.
- Benefits: Enjoy flexible working, competitive leave, and ongoing professional development.
- Other info: Collaborative team atmosphere with opportunities for personal and professional growth.
- Why this job: Make a real impact in the IFA sector while growing your career.
- Qualifications: GCSEs in Maths and English, plus 2+ years in an IFA environment.
The predicted salary is between 25283 - 30901 £ per year.
Join a Top 20 Accountancy Firm That's Growing Fast. At TC Group, we're more than accountants. We're trusted business advisors helping ambitious entrepreneurs, SMEs and larger organisations achieve their goals. As one of the UK's fastest-growing Top 20 accountancy firms, we're proud of our people-first culture, our collaborative approach and our commitment to helping both our clients and our colleagues succeed. We're looking for a talented IFA Administrator to join our Portsmouth team. If you're looking for a role where your ideas are valued, your development is supported and your contribution genuinely makes a difference, we'd love to hear from you.
The Opportunity
This is a great opportunity to build your career within the IFA sector, with ongoing development and progression opportunities. Based in Portsmouth, the role includes occasional travel to other offices and client sites, so a full UK driving licence and access to your own vehicle are essential.
What You'll Be Doing
- Maintaining up to date client fact find information and client files
- Processing new business applications including liaising with providers
- Obtaining plan information from providers
- Document management / scanning
- Assisting advisers with research / preparation to ensure the smooth running of the day-to-day business
- Preparing annual reviews for adviser client meetings
- General office duties, including answering telephones, preparing meeting packs for client appointments and reviews, administrative support to the Director of Financial Planning.
What We're Looking For
- GCSE (or equivalent) in Maths and English, grade C or above
- At least 2+ years’ experience working within an IFA environment or Wealth Management Practice
- Good working knowledge of pensions and investments
- Excellent IT Skills with knowledge of Microsoft Office with intermediate excel skills as a minimum
- Experience using Intelligent Office, client relationship management system would be advantageous
- Highly personable with excellent organisational and communication skills
- Proactive and solutions-focused approach
- Commitment to delivering excellent client service
Most importantly, we're looking for someone who shares our values, enjoys working collaboratively and is passionate about delivering great results.
Why Join TC Group?
We understand that choosing your next career move is about more than just a job title. At TC Group you'll find:
- A supportive and collaborative culture
- Opportunities for career progression within a fast-growing business
- Ongoing learning, professional development and qualification support
- Flexible and hybrid working options
- A business that values innovation, individuality and fresh ideas
- The chance to work with ambitious clients and talented colleagues across the UK
Depending on your location and role, benefits may include:
- 23 days annual leave, increasing by one day per each year of service (up to a max of 5 days)
- Group life assurance (4x salary)
- Employee Assistance Programme
- Employee benefits platform with discounts, cashback, GP and prescription services
- Employee referral bonus
- Social events and team activities
- Ongoing training and development opportunities
About TC Group
TC Group is a dynamic and rapidly growing professional services business. Our success is built on the expertise, passion and dedication of our people. We believe that great businesses are built by great teams. That's why we invest in our colleagues, encourage innovation and create an environment where people can thrive both professionally and personally. We're committed to creating an inclusive workplace where everyone feels respected, valued and able to bring their authentic selves to work. We welcome applications from candidates from all backgrounds and experiences. Candidates must be based in the UK and we’re unable to provide visa sponsorship if required.
Hours
37.5 hours per week, Monday - Friday. Standard benefits across all offices. Please refer to the advert for the full benefits available.
IFA Administrator Portsmouth Financial Planning employer: TC Group
At TC Group, we pride ourselves on being the fastest-growing top 20 accountancy firm in the UK, offering a dynamic work environment in Nottingham that fosters collaboration and continuous learning. As a Tax Advisor, you'll benefit from a supportive culture that prioritises your professional development, alongside competitive perks such as 25 days of annual leave, a pension scheme, and access to an employee benefits portal. Join us to not only advance your career but also to make a meaningful impact on our clients' success.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator Portsmouth Financial Planning
✨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 TC Group. 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 Portsmouth Financial Planning
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 TC Group.
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 TC Group'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 TC Group
✨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 TC Group.
✨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 TC Group 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 TC Group 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.
