At a Glance
- Tasks: Manage client communications, support advisers, and ensure accurate financial administration.
- Company: Established Financial Services company with a friendly and professional team.
- Benefits: 25 days holiday, funded exams, birthday off, and career progression opportunities.
- Other info: Dynamic role with training support and potential for growth into advisory positions.
- Why this job: Join a supportive team and kickstart your career in financial services.
- Qualifications: Experience in financial planning and strong communication skills required.
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
IFA Administrator employer: Time Appointments
Join a well-established Financial Services company that values its employees and fosters a supportive work culture. With a commitment to professional development, including funded industry exams and access to an In-House Training Academy, you will have ample opportunities for growth within the organisation. Enjoy a generous benefits package, including 25 days of holiday plus Bank Holidays, a day off on your birthday, and a clear pathway to advance your career as a Paraplanner or Adviser.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator
✨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 those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions and be ready to showcase your communication skills and problem-solving abilities.
✨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! We’ve got loads of resources to help you land that IFA Administrator position. Plus, applying directly can sometimes give you a leg up over other candidates. So, what are you waiting for? Get your application in!
We think you need these skills to ace IFA Administrator
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.
Show Off Your Communication Skills:Since you'll be communicating with clients and supporting our Advisers, make sure your written application reflects your excellent communication skills. Keep it clear, concise, and engaging – we love a good read!
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 Communication Skills
Since the role involves a lot of client interaction, practice articulating your thoughts clearly and concisely. You might want to prepare examples of how you've effectively communicated with clients or colleagues in the past, as this will demonstrate your ability to handle enquiries and requests efficiently.
✨Demonstrate Organisational Prowess
The job requires strong planning and organisational skills, so be ready to discuss how you manage your workload. Consider sharing specific tools or methods you use to stay organised, especially when juggling multiple tasks like scheduling meetings and processing applications.
✨Be a Team Player
Highlight your experience working in a team environment. Share examples of how you've supported colleagues, like Paraplanners and Advisers, in the past. This will show that you’re adaptable and can contribute positively to the team dynamic.
