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- Tasks: Assist with data gathering, documentation, and client reviews in a dynamic financial planning environment.
- Company: Join a top-rated Chartered Financial Planning firm known for its supportive culture and growth opportunities.
- Benefits: Enjoy flexible working, competitive salary, excellent pension scheme, and 26 days holiday plus perks.
- Why this job: Be part of a recognised team that values your contributions and offers real career progression.
- Qualifications: Two years of admin experience in finance, with knowledge of investments and strong communication skills.
- Other info: Apply now to kickstart your career in a rewarding and impactful role!
The predicted salary is between 21500 - 25500 £ per year.
Location: Nottingham
Benefits:
- Monday to Friday ~ Full Time Role.
- Flexible working
- Mix of office and remote working
- Competitive salary is on offer dependent on experience, skills and qualifications.
- Excellent staff benefits.
- Excellent matching Pension Scheme
- 3 x Death In Service
- 26 days increasing after years of service
- Free Parking
- Progression opportunities
Salary: £25,000 to £30,000 Depending on Qualifications and Experience
About the Company:
Our client is a Chartered Financial Planning firm that focuses on goals-based holistic financial planning, often serving clients with complex circumstances or those approaching retirement. The firm has been recognised by Professional Adviser as the Best Financial Advisers to Work For for three consecutive years and has secured a place in the Top 100 Financial Planning firms in the UK for the past five years. The company is currently seeking an Administrator to join its growing team.
What Your Day to Day Duties Will Include as a IFA Administrator:
- Data Gathering: Processing authority letters and gathering financial data for new clients and annual reviews.
- Documentation: Preparing application forms and client documentation.
- Transaction Processing: Processing financial transactions on platforms.
- Client Reviews: Preparing client reviews, including gathering financial data, updating goals information, and setting up meetings.
- Communication: Handling post, emails, and any correspondence relating to clients or their financial situation.
- Support: Providing administrative support to the financial planners and paraplanners as required.
- Client Assistance: Supporting clients with administrative queries and communication as needed.
What is Needed to Be Considered for this IFA Administrator Role:
- Administration experience in a financial planning company for at least two years.
- Experience in processing authority letters and gathering data about a client's investments, pensions and life assurance policies.
- Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.
- Experience in gathering information for review including valuations, charges and performance and any other specific information required.
- Financial administration qualifications would be advantageous.
- Comfortable with using different types of technology and systems, including CRM and project management systems, and a range of investment platforms.
- A good communicator, a team player and able to prioritise your workload.
Apply today to be considered for this IFA Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals; if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.
IFA Administrator in Nottingham 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 Nottingham
✨Tip Number 1
Familiarise yourself with the specific financial products and services that the firm offers. Understanding their approach to holistic financial planning will help you demonstrate your knowledge during any discussions.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work in or around Nottingham. Attend local events or join online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 3
Brush up on your technical skills related to CRM and project management systems. Being comfortable with technology will not only boost your confidence but also show your potential employer that you're ready to hit the ground running.
✨Tip Number 4
Prepare to discuss your previous experience in financial administration in detail. Be ready to share specific examples of how you've handled data gathering, transaction processing, and client communication effectively.
We think you need these skills to ace IFA Administrator in Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration, particularly any roles where you've processed authority letters or gathered client data. Use specific examples to demonstrate your skills.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience in financial planning and how it aligns with the company's goals-based approach to financial advice.
Highlight Relevant Qualifications: If you have any financial administration qualifications, be sure to mention them prominently in your application. This can set you apart from other candidates and show your commitment to the field.
Showcase Communication Skills: Since the role requires good communication, include examples in your application that demonstrate your ability to handle client correspondence and work effectively within a team.
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Showcase Your Administration Experience
Make sure to highlight your previous administration experience in a financial planning environment. Be prepared to discuss specific tasks you've handled, such as processing authority letters and gathering financial data, as these are crucial for the IFA Administrator role.
✨Demonstrate Your Understanding of Financial Transactions
During the interview, be ready to explain your knowledge of financial transactions related to investments, insurance policies, and pensions. This will show that you understand the complexities of the role and can handle the responsibilities effectively.
✨Emphasise Your Communication Skills
As a key part of the role involves client communication, be sure to provide examples of how you've successfully communicated with clients or team members in the past. This could include handling queries or preparing documentation for client reviews.
✨Familiarity with Technology is Key
Since the role requires using various technology and systems, mention any relevant software or platforms you have experience with. Discussing your comfort level with CRM and project management systems will demonstrate your readiness to adapt to their processes.
