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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 Kingston upon Thames, London employer: Time Appointments
Contact Detail:
Time Appointments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Kingston upon Thames, London
✨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 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 professionalism 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 better chance of standing out from the crowd.
We think you need these skills to ace IFA Administrator in Kingston upon Thames, London
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!
How to prepare for a job interview at Time Appointments
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially if you've got experience in a Financial Planning firm. Be ready to discuss your understanding of Model Portfolios and any relevant platforms you've used. This will show that you're not just a good fit for the role but also genuinely interested in the industry.
✨Show Off Your Communication Skills
Since the role involves a lot of client interaction, practice how you articulate your thoughts clearly and professionally. You might want to prepare examples of how you've handled client enquiries or supported advisers in the past. This will demonstrate your ability to communicate effectively, both verbally and in writing.
✨Organise Your Thoughts
With responsibilities like managing diaries and scheduling meetings, it's crucial to showcase your organisational skills. Consider bringing a planner or digital tool to the interview to illustrate how you prioritise tasks. This will help the interviewers see that you can handle the workload efficiently.
✨Be Ready to Problem-Solve
Prepare for potential scenario-based questions where you might need to demonstrate your analytical mindset. Think of examples where you've successfully solved problems in previous roles, especially in a financial context. This will highlight your ability to think on your feet and adapt to challenges.
