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For Companies At a Glance
- Tasks: Support financial advisers and manage client communications in a dynamic environment.
- Company: Established Financial Services company with a friendly and professional team.
- Benefits: 25 days holiday, funded exams, birthday off, and career progression opportunities.
- Why this job: Join a growing team and kickstart your career in financial services.
- Qualifications: Experience in financial planning and strong communication skills required.
- Other info: Flexible work environment with excellent training and development support.
The predicted salary is between 30000 - 42000 £ per year.
Time Appointments are excited to be working with a well-established Financial Services company with offices across the UK who are looking for an experienced, professional and friendly IFA Administrator to join their expanding team!
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
- Complete Portfolio Illustration requests
- Provide back-office support
- 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
Benefits:
- Professional industry exams funded, with study support
- 25 days holiday (plus Bank Holidays)
- Holiday Purchase scheme
- 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
Locations
IFA Administrator in Cheshire, Warrington employer: Time Appointments
Contact Detail:
Time Appointments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Cheshire, Warrington
✨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 lookout 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 brushing up on your knowledge of financial planning and administration. Familiarise yourself with common questions and practice your responses. We want you to feel confident and ready to impress potential employers!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that IFA Administrator position! We make it easy for you to showcase your skills and experience directly to hiring managers. Plus, you’ll be part of a supportive community that values your growth.
We think you need these skills to ace IFA Administrator in Cheshire, Warrington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your previous experience in financial planning and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Be friendly, professional, and let us know what excites you about this opportunity.
Showcase Your Communication Skills: Since communication is key in this role, make sure your written application reflects your ability to communicate clearly and effectively. We love seeing candidates who can express themselves well!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it's super easy!
How to prepare for a job interview at Time Appointments
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning and the specific services the company offers. Being able to discuss industry terms and concepts confidently will show that you're not just a candidate, but someone who understands the field.
✨Show Off Your Organisational Skills
Since the role involves managing diaries and client records, be prepared to share examples of how you've successfully organised workloads in the past. Think about specific tools or methods you’ve used to keep everything on track.
✨Practice Your Communication
As you'll be communicating with clients and colleagues, practice articulating your thoughts clearly. You might even want to role-play common scenarios, like handling client enquiries or discussing portfolio illustrations, to feel more at ease during the interview.
✨Demonstrate Team Spirit
This position requires a positive attitude and teamwork. Be ready to discuss times when you've collaborated effectively with others. Highlighting your adaptability and willingness to support your team can really set you apart from other candidates.
