At a Glance
- Tasks: Support advisers in delivering top-notch service to clients and manage various administrative tasks.
- Company: A growing wealth management practice in Hove with a supportive, family-oriented culture.
- Benefits: Competitive salary, pension contributions, discretionary bonus, and support for further qualifications.
- Other info: No on-site parking, but convenient paid options nearby.
- Why this job: Join a close-knit team where every day brings new challenges and opportunities for growth.
- Qualifications: 3+ years of IFA support experience and a passion for learning about investments.
The predicted salary is between 30000 - 35000 £ per year.
Salary: £30,000 – £35,000 depending on experience (flexibility above this for the right candidate)
Hours: Full time, 35 hours a week, Monday to Friday, 9am – 5pm (one-hour unpaid lunch)
Location: Office-based
About the business
Our client is a well-established, Hove-based wealth management practice with a small, close-knit team. They look after their clients' pensions and investments, and they're growing. This is a hands-on role supporting the advisers to deliver a first-class service, from onboarding new clients through to looking after the existing client bank, compliantly and with real care.
The role
It's a small business where everyone mucks in. This isn't a role for someone who needs a rigidly defined job description. You'll need to be adaptable, keen to learn, and comfortable with a role that flexes with whatever the day brings. It's a genuinely supportive, family-oriented employer that invests in its people; you'll be supported to become more knowledgeable and better qualified over time.
What you'll be doing:
- Liaising with clients and product providers by videocall, phone, secure platform, email and letter
- Answering calls and taking messages; diary and task management
- Producing client investment reports and preparing materials ahead of adviser meetings
- Processing new business applications (paper-based and online) and chasing cases through to completion
- Handling letters of authority and updating client details and instructions directly, escalating more complex matters to the adviser
- Researching fund performance and processing attitude-to-risk questionnaires
- Preparing illustrations, key features, and protection and annuity comparisons
- Producing cashflow model reports
- Supporting client meetings and preparing review and suitability letters
- Administering fund switches and portfolio rebalances
- Fee and commission reconciliation
- General office duties including scanning, filing, photocopying and preparing meeting rooms
- Administrative and occasional PA support to the adviser and paraplanner
- Producing mailshots (Mailchimp experience helpful)
- Attending company meetings and completing in-house training
- Pitching in on the odd bit of basic IT troubleshooting when needed, as it's a small team with no dedicated IT support
What we're looking for:
Essential:
- Minimum of 3 years' direct IFA support administration experience
- Certificate level CII or CISI qualification, or actively working towards one
- Good working knowledge of pensions, investments and protection products
- Comfortable in a small, close-knit team where the day's priorities can shift quickly
- Self-starting and adaptable, happy to get stuck in beyond a fixed job description
- Conscientious, detail-focused and well organised, able to prioritise a varied workload
- Confident communicator, comfortable on the phone with clients and providers
- PC literate, competent with Word, Excel, PowerPoint and Outlook
Nice to have:
- Experience of Quilter and Aviva platforms
- Experience of Intelligent Office
- Experience of Assureweb and The Exchange
- Experience of CRM systems
- Basic PC troubleshooting know-how (printers, network connections, Windows reinstalls)
- Experience of group pension, death in service and income protection administration
- A genuine interest in investments and the markets
What you'll get:
- Pension contributions above the auto-enrolment minimum
- Death in service benefit
- Discretionary bonus
- Paid overtime during busy periods
- Support towards further qualifications, with a possible future route into advising for the right person
A practical note: There's no on-site parking, but there's paid parking on the street nearby and a pay multi-storey about four to five minutes' walk away, worth factoring in if you'd be driving in.
Senior IFA Support Administrator in Birmingham employer: The HR Consultants
Sterlingworth Surveyors is an exceptional employer, offering a dynamic and supportive work environment where RICS Chartered Surveyors can thrive. With over 40 years of industry experience, the firm prioritises professional development and career progression, ensuring employees are equipped to handle diverse projects while serving a niche clientele. Located in London, the company fosters a culture of integrity and excellence, making it an attractive place for those seeking meaningful and rewarding employment in the real estate sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Support Administrator in Birmingham
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like The HR Consultants. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from The HR Consultants.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like The HR Consultants. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Senior IFA Support Administrator in Birmingham
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
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 The HR Consultants 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 The HR Consultants how you can be a team player!
How to prepare for a job interview at The HR Consultants
✨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!
✨Showcase Your Financial Acumen
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 The HR Consultants.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with The HR Consultants'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!
