At a Glance
- Tasks: Support Financial Advisers and Paraplanners with administrative tasks and client management.
- Company: A well-established and growing Financial Planning firm.
- Benefits: Competitive salary, career development opportunities, and a supportive work environment.
- Other info: Opportunity for long-term career growth in the financial sector.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in IFA/Financial Planning and strong organisational skills.
The predicted salary is between 31500 - 38500 £ per year.
An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established and growing Financial Planning firm.
You’ll play a key role in supporting Financial Advisers and Paraplanners, ensuring clients receive an exceptional service while managing the administration process from enquiry through to completion.
The Role
- Provide administrative support to Financial Advisers and Paraplanners.
- Process new business across pensions, investments, ISAs, bonds and protection.
- Prepare client review packs, valuations and meeting documentation.
- Obtain information from providers and chase outstanding requirements.
- Process Letters of Authority and maintain accurate client records.
- Liaise with clients, providers and third parties by telephone and email.
- Prepare client correspondence and post-review documentation.
- Maintain Intelligent Office (or equivalent CRM) with accurate and up-to-date information.
- Manage workflows to ensure service standards and deadlines are achieved.
- Ensure all work is completed in line with FCA regulations and internal compliance procedures.
About You
- Previous experience working within an IFA / Financial Planning environment.
- Strong knowledge of pensions, investments and wealth management administration.
- Experience processing new business from start to finish.
- Excellent organisational skills with the ability to manage multiple priorities.
- Strong communication skills and attention to detail. Experience using Intelligent Office, Xplan or another financial planning CRM is advantageous.
- A proactive attitude with a genuine desire to build a long-term career within Financial Planning.
- #J-18808-Ljbffr
IFA Administrator employer: Tekk Fusion
Join a well-established Financial Planning firm in Godalming, where you will thrive in a collaborative and professional environment. With a strong focus on employee growth, the company offers excellent training, exam support, and a supportive team culture, ensuring that you can build a rewarding career in financial services. Enjoy competitive benefits including private medical insurance, generous holiday allowances, and the flexibility of occasional remote work, all while being part of a dedicated team committed to delivering exceptional client experiences.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator
✨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 Tekk Fusion. 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
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 Tekk Fusion.
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 Tekk Fusion'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 Tekk Fusion
✨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 Tekk Fusion.
✨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 Tekk Fusion 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 Tekk Fusion 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.
