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- Tasks: Process new business, prepare client reports, and ensure compliance.
- Company: Join a growing financial planning firm with a supportive culture.
- Benefits: Competitive salary, pension contributions, 20 days holiday, and private medical scheme.
- Other info: Great career progression opportunities in a friendly team.
- Why this job: Make a real impact in a collaborative environment while developing your skills.
- Qualifications: Experience in financial services and strong administrative skills required.
Location: Staffordshire (Office-based with some flexibility)
Salary: £27,000 - £29,000 (based on 35 hours, depending on experience)
Benefits:
- Pension (3% employer / 5% employee contribution)
- 20 days holiday + bank holidays
- Office closure over Christmas period (discretionary)
- Private medical scheme (employee contribution required)
- Supportive and friendly working environment
About the Company:
Our client is a growing and forward-thinking financial planning business with ambitious expansion plans over the coming year. The firm operates within a collaborative structure, sharing resources across associated businesses to deliver high-quality advice and client service. With a strong focus on client relationships and organic growth through referrals, the business offers a supportive environment where employees are encouraged to develop their skills and progress their careers over time.
Key Responsibilities:
- Processing new business from start to finish
- Preparing annual review packs and gathering client information
- Producing templated client reports
- Maintaining accurate and compliant Know Your Customer (KYC) files
- Handling internal compliance documentation and anti-money laundering (AML) processes
- Managing incoming and outgoing post, scanning, and general administration
- Providing excellent customer service, including telephone-based client interaction
- Using back-office systems (including Intelligent Office) to maintain records
- Taking ownership of tasks and ensuring work is completed efficiently and accurately
What We're Looking For:
- Previous experience within an IFA or financial planning environment
- Strong administrative skills with excellent attention to detail
- Confident communicator, both written and verbal
- Comfortable speaking with clients over the phone
- Ability to manage workload independently and take ownership of tasks
- A proactive and team-oriented approach
- Willingness to learn and develop within the role
Desirable Skills:
- Experience using Intelligent Office (IO)
- Familiarity with platforms such as Transact, Fidelity, Quilter, Aviva, Aberdeen, or Royal London
How to Apply:
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 Rugeley 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 Rugeley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Since this role is all about client relationships, think of examples from your past experiences that showcase your communication skills and attention to detail. We want you to shine!
✨Tip Number 3
Don’t just apply and wait! Follow up on your applications after a week or so. A quick email to express your continued interest can set you apart from other candidates. It shows you're proactive and really keen on the role.
✨Tip Number 4
Check out our website for more opportunities! We often have roles that might not be advertised elsewhere. Plus, applying directly through us means you’ll get the best support throughout the process. Let’s land that job together!
We think you need these skills to ace IFA Administrator in Rugeley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your relevant experience in financial planning and administration, and don’t forget to showcase your attention to detail!
Craft a Catchy Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role and how your skills align with what we’re looking for. Keep it friendly and professional.
Show Off Your Communication Skills: Since this role involves client interaction, make sure to demonstrate your strong communication skills in your application. Whether it’s through your CV or cover letter, let us see your confident and clear writing style.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services industry, especially around IFA roles. Familiarise yourself with terms like KYC and AML, as well as the specific platforms mentioned in the job description, like Intelligent Office and Transact.
✨Show Off Your Admin Skills
Since this role requires strong administrative skills, be ready to discuss your experience in detail. Prepare examples of how you've managed workloads, maintained accurate records, and ensured compliance in previous roles. This will show you're the right fit for their structured environment.
✨Practice Your Communication
As a confident communicator, you'll need to demonstrate your ability to interact with clients effectively. Consider practising common interview questions with a friend or family member, focusing on clear and concise responses that highlight your customer service skills.
✨Be Proactive and Team-Oriented
The company values a proactive approach, so think of instances where you've taken initiative in past roles. Also, be prepared to discuss how you work within a team, as collaboration is key in their supportive environment. Show them you're eager to learn and grow!