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- Tasks: Support Financial Planners by managing client records and preparing for meetings.
- Company: Join a reputable financial advisory firm with over 30 years of experience in tailored financial solutions.
- Benefits: Enjoy hybrid working, free drinks, fruit, and a cycle to work scheme.
- Why this job: Gain valuable experience in finance while mentoring juniors and contributing to client success.
- Qualifications: Two years of admin experience in finance and working towards a Diploma in Financial Planning.
- Other info: Competitive salary between £27,000 to £31,000, with progression opportunities.
The predicted salary is between 23000 - 27000 £ per year.
Location: Bury St Edmunds / Ipswich
Benefits:
- Life Cover
- Income Protection
- Cycle to Work Scheme
- Competitive Salary
- Hybrid Working
- Electric Vehicle Scheme
- Free Parking, Free Drinks, Free Fruit
- Progression Opportunities
Salary: £27,000 to £31,000 (Dependent on Qualifications and Experience)
About the Company: Our client is a well-established financial advisory firm, founded in 1988. With a strong reputation for delivering tailored financial solutions, the company offers a comprehensive range of services, including investment management, retirement planning, estate planning, and employee benefits advice. They specialize in providing exceptional financial services to individuals, businesses, and trusts.
Day-to-Day Duties:
- Client Review Packs: Generate and compile accurate client review packs, ensuring all necessary checks are completed.
- Timely Information: Provide timely and accurate information, liaising with providers and third parties as needed.
- Client Record Management: Maintain a clear audit trail for all client records, ensuring documents are correctly saved and named.
- Team Communication: Keep Financial Planners and team members informed of progress, escalating any concerns or complaints as they arise.
- Weekly Reviews: Hold weekly review meetings with Financial Planners to discuss priorities and address any issues.
- Client Meeting Support: Prepare for and attend client meetings to support Financial Planners, presenting parts of the meeting (2-3 times a year).
- Pre/Post-Reviews: Conduct pre- and post-reviews, delegating tasks to junior team members where appropriate. Ensure meeting notes are issued promptly and actions are completed.
- Team Development: Support and mentor junior team members to enable them to undertake tasks that benefit both the team and clients.
- New Business Due Diligence: Complete due diligence for all new business, following the checklist, and generating platform calculators to outline costs.
- Suitability Letters: Generate template suitability letters from IO, completing factual client and plan details. Liaise with the Lead Support or Senior Financial Planner Support for assistance as needed.
- Cash Weightings: Work with Financial Planners to ensure cash weightings are checked and actioned weekly.
- Opportunity Management: Ensure IO is updated regularly with added and maintained opportunities.
- Client Instructions: Process all client instructions using the advice flow, checklists, and IO event lists.
- Personal Development: Participate in projects and tasks to support your development.
What is Needed to Be Considered for this Role:
- Experience: At least two years of administration experience in a financial planning company.
- Qualifications: Working towards the Diploma in Financial Planning.
- Skills: Proficiency in using IO. Strong attention to detail and accuracy. Computer literacy and data management. Analytical thinking. Excellent organizational and prioritization skills. Effective time management. Ability to work well within a team. Strong communication skills, both written and verbal. Ability to train others and raise/address issues or errors as necessary.
Apply today to be considered for this opportunity! If suitable, one of our specialist consultants will contact you to discuss the role in detail and submit your CV to the client. We will also explore other relevant opportunities matching your skills and motivations.
Please note: Due to the high volume of responses, we regret that we are unable to provide feedback to all applicants. If you do not hear back within 7 days, please assume your application was not successful.
IFA Administrator in Bury St. Edmunds employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Bury St. Edmunds
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, particularly IO. If you haven't used it before, consider taking an online course or watching tutorials to get a good grasp of its functionalities.
✨Tip Number 2
Highlight your experience in client record management and attention to detail during any conversations or interviews. Be ready to provide examples of how you've maintained accurate records and managed client information effectively in previous roles.
✨Tip Number 3
Prepare to discuss your teamwork skills and how you've supported colleagues in past positions. Think of specific instances where you've mentored junior team members or collaborated on projects, as this aligns well with the role's requirements.
✨Tip Number 4
Research the company’s history and values, especially their focus on tailored financial solutions. Being able to articulate why you want to work for them and how you align with their mission can set you apart from other candidates.
We think you need these skills to ace IFA Administrator in Bury St. Edmunds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration. Emphasise your attention to detail, organisational skills, and any specific software proficiency, particularly with IO.
Craft a Strong Cover Letter: Write a cover letter that addresses the key responsibilities of the IFA Administrator role. Mention your experience in client record management and your ability to support Financial Planners effectively.
Highlight Relevant Qualifications: If you are working towards the Diploma in Financial Planning, mention this prominently. Also, include any other relevant qualifications or training that demonstrate your commitment to the financial services industry.
Showcase Teamwork and Communication Skills: Provide examples in your application that illustrate your ability to work well within a team and communicate effectively. This is crucial for the role, as you'll be liaising with Financial Planners and supporting junior team members.
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Financial Terminology
Make sure you're familiar with key financial terms and concepts relevant to the role. This will not only help you answer questions confidently but also demonstrate your understanding of the industry.
✨Showcase Your Attention to Detail
Since the role requires strong attention to detail, prepare examples from your past experience where your meticulousness made a difference. Highlight how this skill can benefit the team and clients.
✨Prepare for Team Dynamics
Understand the importance of teamwork in this role. Be ready to discuss how you've successfully collaborated with others in previous positions and how you can support and mentor junior team members.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client management and team development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
