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- Tasks: Support financial advisers with admin tasks and ensure a smooth client journey.
- Company: Join a growing financial planning team in Summertown, Oxford.
- Benefits: Enjoy 25 days annual leave, extra birthday day off, and a 7% pension contribution.
- Why this job: Gain valuable experience in finance with opportunities for career progression.
- Qualifications: 2+ years in financial services preferred; strong organisational and communication skills required.
- Other info: Office-based role with a supportive team culture.
The predicted salary is between 22000 - 26000 £ per year.
Location: Summertown, Oxford (Office-based)
Benefits:
- 25 days annual leave plus bank holidays
- Additional holiday entitlement: +1 day for every full year of service (up to 30 days)
- Extra day off for your birthday (if it falls on a working day)
- Annual Mental Health Day
- 7% pension contribution
Salary: £26,000 - £30,000 per annum, depending on experience
About the Role:
We are looking for an organised and proactive Financial Services Administrator to join a small but growing financial planning team based in Summertown, Oxford. This is a key support role providing day-to-day administrative assistance to financial advisers and paraplanners, ensuring a smooth and compliant client journey. You will be working in a busy, professional environment with scope to progress into paraplanning or other roles over time.
Key Responsibilities:
- Processing new business applications and client documentation accurately and efficiently
- Preparing meeting packs and client correspondence
- Liaising with product providers, clients, and other third parties to obtain policy information and updates
- Maintaining and updating client records
- Supporting the team with daily administrative tasks, including diary and workflow management
- Ensuring compliance with regulatory and internal procedures
Requirements:
- Ideally 2+ years experience in a financial planning or wealth management firm
- Excellent organisational, communication, and multitasking skills
- High level of computer literacy and data accuracy
- A can-do attitude and willingness to learn and take ownership of tasks
To be considered for this opportunity, please apply today. If your profile matches our criteria, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this conversation, we will aim to identify your unique skills and motivations. Additionally, we may suggest other relevant opportunities that align with your requirements.
Due to the high volume of responses we receive, we regret that we are unable to provide individual feedback. If you haven't heard from us within 7 days, please assume that your application for the role has not been successful.
IFA Administrator in Oxford 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 Oxford
✨Tip Number 1
Familiarise yourself with the financial services industry, especially focusing on the role of an IFA Administrator. Understanding the key responsibilities and the regulatory environment will help you speak confidently about your knowledge during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector, particularly those who work in or have experience with IFA roles. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the day-to-day tasks involved.
✨Tip Number 3
Prepare to discuss your organisational and multitasking skills in detail. Think of specific examples from your past experiences where you successfully managed multiple tasks or improved processes, as these are crucial for the IFA Administrator role.
✨Tip Number 4
Research Templegate Recruitment and their client’s values and culture. Tailoring your conversation to reflect how your personal values align with theirs can make a strong impression during your discussions with their consultants.
We think you need these skills to ace IFA Administrator in Oxford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles that involved administrative support. Use keywords from the job description to demonstrate your fit for the IFA Administrator position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your organisational skills and proactive attitude. Mention specific examples of how you've successfully managed tasks in previous roles, especially in a financial planning or wealth management context.
Highlight Compliance Knowledge: Since compliance is crucial in this role, emphasise any experience you have with regulatory procedures or maintaining accurate client records. This will show that you understand the importance of compliance in financial services.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for an IFA Administrator.
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Showcase Your Organisational Skills
As an IFA Administrator, you'll need to demonstrate excellent organisational abilities. Prepare examples from your previous experience where you successfully managed multiple tasks or projects simultaneously, highlighting your attention to detail and efficiency.
✨Understand Financial Services Basics
Brush up on your knowledge of financial services and wealth management. Familiarise yourself with common terms and processes, as this will show your commitment to the role and help you engage in meaningful conversations during the interview.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, be ready to discuss how you've ensured adherence to regulations in past positions. Think of specific instances where you maintained accurate records or followed procedures to avoid errors.
✨Demonstrate a Can-Do Attitude
The job description mentions a 'can-do attitude' as a key requirement. Be prepared to share examples of how you've taken ownership of tasks and tackled challenges proactively, showcasing your willingness to learn and adapt.
