At a Glance
- Tasks: Support clients and Financial Advisors throughout the financial planning journey.
- Company: A growing national financial planning firm with a collaborative culture.
- Benefits: Salary up to £32,000, hybrid working, and comprehensive benefits package.
- Other info: Clear career progression and tailored development plans available.
- Why this job: Join a forward-thinking team and make a real impact on client experiences.
- Qualifications: Experience in financial planning administration and strong client communication skills.
The predicted salary is between 28000 - 32000 £ per year.
This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly.
In this IFA Administrator job, your day to day responsibilities will include:
- Supporting Advisors with diary management and meeting coordination
- Preparing meeting packs ahead of client appointments
- Proactively contacting clients to chase outstanding information
- Liaising with internal teams and external providers to progress cases
- Processing new business and producing key illustrations, projections and valuations
This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow.
IFA Administrator Requirements
- Essential experience as an Administrator within a financial planning or IFA firm
- Strong understanding of financial planning processes and adviser workflows
- Confidence dealing directly with clients by phone, email and online portals
- Experience preparing meeting packs and processing new business
- Desirable exposure to financial planning software such as Curo or Dynamic Planner
The Company
This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success.
IFA Administrator Benefits
- Salary of 28,000 to 32,000 depending on experience
- Comprehensive benefits package including pension, protection and healthcare benefits
- Hybrid working once signed off as competent
- 37.5 hour working week
- Clear career progression and tailored development plans
Location: Leamington Spa. You should be able to attend the office as required under the hybrid working model.
IFA Administration Support Specialist. Job in Leamington Spa LilyLifestyle Jobs in Warwick employer: United Cerebral Palsy of Georgia
Join a forward-thinking financial planning firm in Leamington Spa that values high-quality support and offers a collaborative work culture. As an IFA Administration Support Specialist, you will benefit from a comprehensive package including a competitive salary, hybrid working options, and clear pathways for career progression, all while contributing to an exceptional client experience in a growing business.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administration Support Specialist. Job in Leamington Spa LilyLifestyle Jobs in Warwick
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world 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 by brushing up on your knowledge of financial planning processes and adviser workflows. We want you to feel confident discussing your experience and how it aligns with the role, so practice common interview questions and scenarios.
✨Tip Number 3
Don’t forget to showcase your organisational skills! As an IFA Administrator, you'll be managing diaries and coordinating meetings, so be ready to share examples of how you've successfully juggled multiple tasks in previous roles.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We love seeing applications directly from candidates who are genuinely interested in joining our team and contributing to our growth.
We think you need these skills to ace IFA Administration Support Specialist. Job in Leamington Spa LilyLifestyle Jobs in Warwick
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in financial planning administration and any relevant software you’ve used. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about the IFA Administrator role and how your background makes you a perfect fit. Don’t forget to mention your understanding of the advice process!
Showcase Your Communication Skills:As an IFA Administrator, you'll be liaising with clients and advisors regularly. Make sure your application demonstrates your confidence in communication, whether it’s through email or phone. We love clear and concise communicators!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy and ensures your application goes straight to us. We can’t wait to hear from you!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Financial Planning Basics
Brush up on your understanding of financial planning processes and adviser workflows. Being able to discuss these confidently will show that you’re not just familiar with the role but also genuinely interested in how it contributes to the client experience.
✨Prepare for Common Scenarios
Think about the day-to-day tasks mentioned in the job description, like diary management and meeting coordination. Prepare examples from your past experience where you successfully handled similar responsibilities, as this will demonstrate your capability to excel in the role.
✨Showcase Your Communication Skills
Since you'll be dealing directly with clients, practice articulating your thoughts clearly and professionally. Whether it's over the phone or via email, being able to communicate effectively is key, so consider doing mock interviews with a friend to refine your approach.
✨Familiarise Yourself with Relevant Software
If you have experience with financial planning software like Curo or Dynamic Planner, make sure to mention it. If not, do a bit of research to understand how these tools work, as this knowledge can set you apart and show your willingness to learn.
