At a Glance
- Tasks: Support financial advisers and manage client records efficiently.
- Company: Established financial planning firm in Birmingham with a professional team environment.
- Benefits: Competitive salary, structured processes, and a focus on career stability.
- Other info: Opportunity for long-term growth in a collaborative setting.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: 2+ years in IFA/financial planning, strong admin skills, and attention to detail.
The predicted salary is between 28000 - 32000 £ per year.
We're working with a well-established financial planning firm in Birmingham looking to strengthen its support team with the hire of an experienced IFA Administrator. This is a structured environment with defined processes, strong systems, and a clear division of responsibilities across the advice and support functions.
The Role
- Supporting Financial Advisers and the Operations Manager, you'll be involved across the full client lifecycle, ensuring cases are progressed efficiently and client records are maintained to a high standard.
- Key responsibilities include:
- Preparing client valuations and documentation for annual reviews
- Maintaining accurate client records on Intelligent Office
- Supporting advisers with pre-meeting preparation
- Drafting annual suitability letters for existing clients
- Processing new business and monitoring cases through to completion
- Liaising with providers and internal teams to manage case progression
- Supporting the wider team with incoming calls when required
- Contributing to ad hoc projects and team initiatives
What They're Looking For
- Minimum 2 years' experience within an IFA / financial planning environment
- Strong administrative and organisational skills
- Experience using back-office systems (Intelligent Office preferred)
- Ability to manage multiple cases and prioritise workload effectively
- High attention to detail and strong written communication skills
The Business
A professional, team-based environment where advisers and support staff work closely together, with clear processes in place and a focus on delivering a consistent client experience.
Package
£28,000 - £32,000 depending on experience. Stable, long-term opportunity within an established firm.
IFA Support Administrator. Job in Birmingham LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a well-established financial planning firm in Birmingham that values teamwork and professional growth. With a structured environment and defined processes, employees benefit from a supportive culture that encourages collaboration and efficiency, alongside competitive salaries and opportunities for career advancement. This role offers the chance to work closely with experienced advisers, ensuring a rewarding experience in a stable and dynamic setting.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Support Administrator. Job in Birmingham LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one in Birmingham. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Intelligent Office and other back-office systems. We want you to shine when discussing your experience and how it relates to the role of IFA Support Administrator.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed multiple cases or projects in the past. This will demonstrate your ability to handle the workload effectively.
✨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 with us directly.
We think you need these skills to ace IFA Support Administrator. Job in Birmingham LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your administrative and organisational skills, especially if you've worked in an IFA or financial planning environment before.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for the IFA Support Administrator role. Mention specific experiences that demonstrate your attention to detail and ability to manage multiple cases effectively.
Showcase Your Systems Knowledge:If you have experience with back-office systems like Intelligent Office, make it known! We love seeing candidates who are familiar with the tools we use, as it shows you're ready to hit the ground running.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in Birmingham!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial planning industry and the specific role of an IFA Support Administrator. Familiarise yourself with key terms, processes, and the software mentioned in the job description, like Intelligent Office. This will show that you're not just interested in the job, but that you understand it too.
✨Showcase Your Experience
Prepare to discuss your previous experience in an IFA or financial planning environment. Think of specific examples where you've demonstrated strong administrative skills, attention to detail, and the ability to manage multiple cases. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
✨Ask Smart Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, team dynamics, and how success is measured in the role. This not only shows your interest but also helps you determine if the company is the right fit for you.
✨Practice Makes Perfect
Before the interview, practice common interview questions and your responses. You could even do a mock interview with a friend or family member. This will help you feel more confident and articulate during the actual interview, allowing you to focus on showcasing your personality and fit for the team.
