At a Glance
- Tasks: Manage complex financial planning administration and support IFAs with client advice.
- Company: Established Independent Financial Adviser known for high-quality, client-focused services.
- Benefits: Up to £35,000 salary, pension scheme, 33 days holiday, and flexible working hours.
- Other info: Great opportunity for long-term career progression and professional development.
- Why this job: Join a friendly team and develop your career in a growing financial planning business.
- Qualifications: 3+ years in IFA or financial planning, strong Intelliflo experience, and excellent attention to detail.
The predicted salary is between 31500 - 38500 £ per year.
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.
- Undertake agreed paraplanning duties when required.
- Provide commission reconciliation cover when required.
- Contribute ideas to improve administrative processes, systems and controls.
- Assist with compliance monitoring, file reviews, audits and inspections where required.
- Identify and escalate administrative errors, breaches, process failures and potential risks appropriately.
- Maintain accurate records and audit trails.
- Ensure all work is completed accurately and in line with the firm's compliance requirements.
What We're Looking For:
- Minimum of three years experience within an IFA, wealth management or financial planning environment.
- Strong financial planning or wealth management administration experience.
- Previous experience handling complex financial planning and new business cases.
- Strong knowledge of pensions, investments, life assurance and associated financial planning products.
- Proven experience using Intelliflo is essential.
- Confident working closely with IFAs and supporting advisers with complex administration.
- Excellent attention to detail and a high level of accuracy.
- Strong organisational skills with the ability to manage competing priorities and deadlines.
- Confident communication skills when dealing with clients, providers, advisers and colleagues.
- Ability to identify errors, recognise risk and escalate issues appropriately.
- A proactive approach with the confidence to take ownership of complex work.
- Ability to work independently while also contributing positively to a team.
- Professional, personable and collaborative approach.
Desirable Skills:
- Level 4 financial services qualification is desirable, although not essential.
- Experience working within a Chartered IFA or wealth management environment.
- Experience with complex new business administration.
- Previous experience with paraplanning duties would be advantageous.
- Experience contributing to process and operational improvements.
- An interest in developing leadership and management skills.
- Previous experience supporting or mentoring colleagues would be beneficial.
The successful IFA Financial Planning Administrator will be someone who combines strong technical administration skills with excellent organisation, sound judgement and a proactive approach. The business is looking for someone who is personable, works well as part of a close-knit team and is happy to contribute from day one.
How to Apply: If you are an experienced IFA Financial Planning Administrator with strong Intelliflo experience and are looking for an opportunity to join an established financial planning business with genuine long-term progression opportunities, we would love to hear from you. Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
IFA Administrator in Chesterfield employer: TEMPLEGATE RECRUITMENT LIMITED
As a leading Independent Mortgage & Protection firm with over 20 years of experience, we pride ourselves on our supportive and flexible work culture that empowers our Mortgage Advisers to thrive. With a strong emphasis on professional development, an established client base, and a friendly team environment, we offer an excellent opportunity for growth and success in the financial services industry, all while enjoying the benefits of hybrid working arrangements in Essex.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Chesterfield
✨Tip Number 1: Tap Into Professional Networks
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We think you need these skills to ace IFA Administrator in Chesterfield
Some tips for your application 🫡
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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 LIMITED 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 LIMITED how you can be a team player!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨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!
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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 LIMITED.
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✨Connect with Company Goals
Familiarise yourself with TEMPLEGATE RECRUITMENT LIMITED'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!
