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- Tasks: Handle client enquiries, manage diaries, and support financial planning processes.
- Company: Dynamic financial planning firm with a supportive team culture.
- Benefits: Professional exams funded, annual salary review, and life assurance.
- Why this job: Kickstart your career in finance with growth opportunities and training support.
- Qualifications: Experience in financial planning and strong communication skills required.
- Other info: Flexible work environment with potential to advance to Paraplanner or Adviser roles.
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 in London employer: TIME Appointments Ltd
Contact Detail:
TIME Appointments Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in London
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since you'll be handling client calls and enquiries, it’s crucial to sound confident and articulate. Try role-playing with a friend or family member to get comfortable.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed workloads or scheduled meetings effectively. This will demonstrate that you can handle the responsibilities of the IFA Administrator role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning. We want to see how your skills match the key responsibilities listed in the job description, so don’t hold back on showcasing your relevant experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the IFA Administrator role. Be sure to mention any specific experiences that relate to handling client communications and managing workloads.
Show Off Your Communication Skills: Since communication is key in this role, make sure your application reflects your ability to communicate clearly and effectively. Whether it’s in your CV or cover letter, we want to see your writing skills in action!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
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 how you would handle phone calls and enquiries, and be ready to share examples from your previous experience that highlight your organisational skills.
✨Show Off Your Skills
Be prepared to discuss your CII Level 3 Qualification and any relevant training you've had. If you don’t have it yet, express your eagerness to learn and grow within the company, especially since they offer support for professional exams.
✨Be a Team Player
Demonstrate your ability to work well in a team by sharing experiences where you collaborated effectively with others. Highlight your positive attitude and adaptability, as these traits are essential in a fast-paced financial environment.