At a Glance
- Tasks: Provide top-notch admin support to financial advisers and enhance client experiences.
- Company: Join a dynamic financial planning team focused on client success.
- Benefits: Competitive salary, professional development, study support, and generous holiday allowance.
- Other info: Collaborative environment with opportunities for career progression.
- Why this job: Make a real impact in a growing business while advancing your career.
- Qualifications: Experience in financial services and strong organisational skills required.
The predicted salary is between 28000 - 35000 £ per year.
We are looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience.
Key Responsibilities:
- Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey.
- Prepare client packs, valuations, meeting documentation, and review paperwork.
- Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently.
- Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries.
- Maintain accurate client records and update the CRM system in line with internal procedures.
- Support annual review processes and ongoing servicing requirements.
- Assist with compliance and file checking to ensure records meet FCA and internal standards.
- Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience.
About You:
- Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role.
- Strong understanding of pensions, investments, protection products, and financial planning administration.
- Knowledge of FCA and compliance requirements within a regulated environment.
- Excellent organisation skills with the ability to manage multiple cases and deadlines.
- Strong attention to detail and a methodical, accurate approach to work.
- Confident written and verbal communication skills.
- Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential.
- Working towards or interested in professional qualifications would be advantageous.
What We Offer:
- Competitive salary of £28,000 - £35,000, depending on experience.
- Supportive and collaborative team environment.
- Opportunities for professional development and career progression.
- Study support for relevant industry qualifications, where applicable.
- Paid city centre car parking, a discretionary annual bonus, and 25 days' holiday plus bank holidays.
If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, we would love to hear from you! Please apply with your CV outlining your relevant experience.
IFA Administrator in Chester employer: Venn Wealth Management
Join a dynamic financial planning team that values professionalism and client focus, where your expertise as an IFA Administrator will be recognised and rewarded. With a competitive salary, supportive work culture, and ample opportunities for professional development, including study support for industry qualifications, you will thrive in an environment that encourages growth and collaboration. Located in the heart of the city, enjoy the convenience of paid car parking and a generous holiday allowance while contributing to a first-class client experience.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Chester
✨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 IFA Administrator roles. You never know who might have the inside scoop on an opening or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, and compliance requirements. We want you to feel confident discussing these topics, as they’re crucial for the role. Practice common interview questions with a friend to nail your delivery!
✨Tip Number 3
Showcase your attention to detail during the interview process. Bring examples of how you've maintained accurate client records or handled complex cases in the past. This will demonstrate your methodical approach and make you stand out as a candidate.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team and contributing to a first-class client experience.
We think you need these skills to ace IFA Administrator in Chester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial services, especially any work with pensions and investments. We want to see how your skills match what we're looking for!
Show Off Your Attention to Detail:Since attention to detail is key for this role, make sure your application is free from typos and errors. Use clear formatting and bullet points to make it easy for us to read through your experience and qualifications.
Be Proactive in Your Cover Letter:In your cover letter, don’t just repeat your CV. Tell us why you’re excited about the role and how you can contribute to our team. A proactive approach will definitely catch our eye!
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 the role. Plus, it’s super easy!
How to prepare for a job interview at Venn Wealth Management
✨Know Your Stuff
Make sure you brush up on your technical knowledge about pensions, investments, and protection products. Being able to discuss these topics confidently will show that you're not just familiar with the role but also passionate about it.
✨Show Off Your Attention to Detail
Prepare for the interview by bringing examples of how you've maintained accurate records or handled compliance checks in previous roles. This will demonstrate your methodical approach and highlight your ability to manage multiple cases effectively.
✨Practice Professional Communication
Since you'll be liaising with clients and providers, practice articulating your thoughts clearly and professionally. You might even want to role-play common scenarios with a friend to get comfortable with the communication style expected in the role.
✨Familiarise Yourself with CRM Systems
If you have experience with iO or similar CRM systems, be ready to discuss it. If not, do a bit of research beforehand so you can speak about how you would adapt to using new software. This shows your proactive approach and willingness to learn.
