At a Glance
- Tasks: Handle client enquiries, manage diaries, and support financial planning processes.
- Company: Join a leading Financial Planning firm with a supportive team culture.
- Benefits: Professional exams funded, annual salary review, and a day off on your birthday.
- Other info: Access to an In-House Training Academy and potential to progress to Paraplanner roles.
- Why this job: Kickstart your career in finance with training and growth opportunities.
- Qualifications: Experience in financial planning and strong communication skills are essential.
The predicted salary is between 36000 - 60000 £ per year.
Key Responsibilities
- Handle phone calls, enquiries, and requests efficiently
- Communicate with clients both verbally and in writing
- Process New Business applications
- Support Paraplanners and Advisers in preparing client review packs (annual and tri-annual)
- Schedule client meetings and manage Advisers’ diaries
- Ensure all financial planning administration is accurate and compliant with company procedures
- Maintain client records on company systems, ensuring files are well-organised, accurate, and compliant
Key Requirements
- Previous experience within a Financial Planning firm is essential
- CII Level 3 Qualification in Financial Administration preferred (training can be provided)
- Experience with IO and financial platforms
- Understanding of Model Portfolios/DFMs is an advantage
- Strong ability to prioritise and manage workloads effectively
- Excellent communication, planning, and organisational skills
- Analytical mindset with strong problem-solving abilities
- Flexible, adaptable, and confident in IT and office software
- Team player with a positive attitude
Professional industry exams funded, with study support
Access to an In-House Training Academy
Annual salary review
Day off on your birthday
Life Assurance & Pension
Opportunities to progress to Paraplanner or Adviser roles
IFA Administrator employer: TIME Appointments Ltd
As an IFA Administrator with us, you'll thrive in a supportive and dynamic work environment that prioritises professional growth and development. We offer comprehensive training, including funding for industry exams, alongside a culture that values teamwork and communication. Located in a vibrant area, our company provides unique benefits such as a day off on your birthday and an annual salary review, making it an excellent place for those seeking a rewarding career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Make sure to brush up on your communication skills! Since you'll be handling phone calls and client enquiries, practice clear and concise responses. Role-play with a friend or family member to get comfortable with common questions.
✨Tip Number 2
Get familiar with financial platforms and tools. If you haven't worked with them before, check out online tutorials or resources. This will not only boost your confidence but also show potential employers that you're proactive and ready to hit the ground running.
✨Tip Number 3
Organise your time effectively! Create a schedule for your job search, including time for researching companies, preparing for interviews, and following up on applications. This will help you stay on top of things and demonstrate your planning skills.
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who are genuinely interested in joining our team. Plus, it gives you a chance to showcase your enthusiasm for the role right from the start.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in financial planning. We want to see how your skills match the key responsibilities listed in the job description.
Show Off Your Communication Skills:Since communication is key in this role, use clear and concise language in your application. We appreciate a friendly tone that reflects your ability to connect with clients both verbally and in writing.
Highlight Relevant Experience:If you've got previous experience in a financial planning firm, shout about it! We’re looking for candidates who understand the ins and outs of the industry, so make sure to include any relevant roles or qualifications.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at TIME Appointments Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the specific responsibilities of an IFA Administrator. Familiarise yourself with common financial platforms and Model Portfolios, as this will show that you're serious about the role.
✨Practice Makes Perfect
Rehearse common interview questions related to client communication and administration tasks. Think about examples from your previous experience that demonstrate your organisational skills and ability to manage workloads effectively.
✨Show Off Your Communication Skills
Since the role involves a lot of client interaction, be prepared to showcase your verbal and written communication skills. You might even want to bring along a sample of your written work or prepare a brief presentation to highlight your abilities.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s processes and how they support their team. This not only shows your interest in the role but also gives you insight into whether the company is the right fit for you.
