At a Glance
- Tasks: Manage financial planning administration and support IFAs in delivering client advice.
- Company: Reputable Independent Financial Adviser known for high-quality services.
- Benefits: Up to £35,000 salary, pension scheme, 33 days holiday, and flexible working hours.
- Other info: Hybrid working available with excellent career progression opportunities.
- Why this job: Join a friendly team and grow your career in a dynamic financial environment.
- Qualifications: Experience in financial administration and strong communication skills.
The predicted salary is between 40500 - 49500 £ per year.
All potential applicants are encouraged to scroll through and read the complete job description before applying.
Location: Derby – hybrid working available
Salary: Up to £35,000
Benefits:
- Pension scheme
- Death in Service – 3 x salary
- 33 days' holiday FTE, including Bank Holidays
- Flexible working hours between 7.30am and 5.00pm
- Hybrid working available
- Excellent opportunity for future career progression
About the Company:
Our client is a well-established Independent Financial Adviser with a strong reputation for providing professional, high-quality and client-focused financial planning services. Due to continued business growth, they are looking to appoint an experienced IFA Financial Planning Administrator to join their established team. This is an excellent opportunity for an experienced administrator to join a professional and friendly business, contribute from day one and develop their career over the long term.
Key Responsibilities:
- Manage complex financial planning administration from instruction through to completion.
- Process new business applications and supporting documentation across pensions, investments, life assurance and other financial planning products.
- Obtain and assess policy information, valuations, quotations, illustrations and projections.
- Liaise confidently with providers, clients and IFAs to resolve queries and progress outstanding requirements.
- Maintain accurate records, workflows and documentation using Intelliflo.
- Manage annual client review administration, including preparation, follow-up and completion of review actions.
- Take ownership of complex cases and ensure outstanding requirements are followed up and resolved promptly.
- Work closely with IFAs and the Paraplanner to support the efficient delivery of client advice.
- Provide support and cover during periods of absence or increased workload.
- Act as a point of reference for more complex administration queries.
- Support the prioritisation and effective management of workloads.
- Contribute ideas to improve administration processes.
IFA Administrator in Derby employer: TEMPLEGATE RECRUITMENT Careers
Join a well-regarded financial services firm in Leeds as an Independent Financial Adviser, where you will benefit from a supportive and friendly work culture. With flexible working hours, generous holiday entitlement, and a strong focus on employee growth, this role offers the chance to manage an existing client bank while contributing to the ongoing success of a close-knit team. Enjoy the advantages of working in a smaller, family-run business that values your professional development and fosters long-term client relationships.
Contact Details:
TEMPLEGATE RECRUITMENT Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Derby
✨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!
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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 TEMPLEGATE 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 TEMPLEGATE 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 Derby
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 TEMPLEGATE 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 TEMPLEGATE RECRUITMENT Careers how you can be a team player!
How to prepare for a job interview at TEMPLEGATE 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 TEMPLEGATE 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 TEMPLEGATE 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!
