At a Glance
- Tasks: Provide vital admin support to Paraplanners and Advisers in a dynamic client services team.
- Company: Join a forward-thinking financial planning firm that values its people.
- Benefits: Salary up to £40,000, bonuses, training, and flexible working options.
- Other info: Enjoy a collaborative environment with comprehensive benefits and ongoing development support.
- Why this job: Make a real impact in a respected wealth management business with career progression.
- Qualifications: 2+ years in IFA or financial planning, strong technical knowledge, and excellent communication skills.
The predicted salary is between 35000 - 40000 £ per year.
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward‑thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high‑performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long‑term relationships.
The Role
You will play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience.
Key responsibilities include:
- Acting as the first point of contact for client enquiries, delivering a professional and responsive service
- Managing client and provider correspondence efficiently
- Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms
- Maintaining and updating client records using Intelligent Office (IO)
- Preparing pre‑ and post‑meeting documentation, including valuations, annual reviews, and suitability letters
- Processing fund switches, rebalances, withdrawals, and top‑ups with accuracy and compliance
- Completing application forms and managing submissions through to completion
- Liaising with providers to ensure business progresses smoothly
- Supporting investment reporting and maintaining accurate systems and records
About You
- At least 2 years experience within an IFA or financial planning firm
- Strong technical knowledge across pensions, investments and protection
- Experience with Intelligent Office (IO) is advantageous
- Excellent communication skills, both written and verbal
- Organised, proactive, and confident in a fast‑paced environment
What’s on Offer
- Salary up to £40,000 (depending on experience)
- Discretionary bonus
- Structured training programme with ongoing development support
- Exam funding and clear career progression pathways
- Comprehensive benefits package including pension, life cover, and wellbeing support
- Flexible working options (full or part‑time)
Senior Financial IFA Administrator. Job in Fetcham LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a dynamic and innovative financial planning firm in Fetcham, where your expertise is not only recognised but also nurtured for career advancement. With a strong emphasis on employee development, this company offers a structured training programme, exam funding, and flexible working options, all within a collaborative and high-performing team environment dedicated to delivering exceptional client service.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial IFA Administrator. Job in Fetcham LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their success.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to your experience with Intelligent Office (IO) and client management. Being well-prepared will help you feel more confident and articulate during the interview.
✨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 Senior Financial IFA Administrator. Job in Fetcham 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 time in IFA or financial planning roles, and don’t forget to mention your familiarity with Intelligent Office (IO) if you have it!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've provided exceptional client service or supported advisers in previous positions.
Show Off Your Communication Skills:Since excellent communication is key for this role, make sure your written application is clear and professional. Avoid jargon and keep it straightforward – we want to see your personality shine through!
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. Plus, it’s super easy!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and protection. Being able to discuss these topics confidently will show that you're not just familiar with the role but genuinely understand the industry.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed client enquiries or supported advisers. This will help demonstrate your ability to contribute to a high-performing support team and deliver exceptional service.
✨Familiarise Yourself with Intelligent Office
If you have experience with Intelligent Office (IO), be ready to discuss how you've used it in previous roles. If not, do a bit of research to understand its functionalities, as this could set you apart from other candidates.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, career progression, and how they support their staff. This shows that you're genuinely interested in the role and want to ensure it's a good fit for both you and the firm.
