At a Glance
- Tasks: Provide top-notch admin support to financial advisers and enhance client experiences.
- Company: Join a professional, client-focused financial planning team.
- Benefits: Competitive salary, study support, bonus, and 25 days' holiday.
- Other info: Collaborative environment with opportunities for professional development.
- Why this job: Make a real impact in financial planning while growing 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.
IFA Administrator in Wrexham employer: Venn Wealth Management
Join a dynamic and client-focused financial planning team as an IFA Administrator, where your expertise will be valued in a supportive and collaborative environment. We offer competitive salaries, opportunities for professional development, and generous benefits including paid city centre car parking and a discretionary annual bonus, making us an excellent employer for those seeking meaningful and rewarding careers in the heart of the city.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Wrexham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry 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 interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and compliance requirements. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to tailor your approach! When you apply through our website, highlight your experience with iO or similar CRM systems. Show us how your skills align with the responsibilities of the role, and we’ll be more likely to take notice.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in the interviewer's mind as they make their decision.
We think you need these skills to ace IFA Administrator in Wrexham
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 and any specific skills that match the job description, like your knowledge of pensions and investments.
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. Mention your attention to detail and proactive approach, and don’t forget to show your enthusiasm for delivering a first-class client experience.
Showcase Your Technical Skills:Since we’re looking for someone with strong technical knowledge, make sure to highlight your experience with CRM systems like iO or Intelliflo. If you have any relevant qualifications or are working towards them, be sure to mention that too!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
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 your previous work where attention to detail was key. Whether it's client packs or compliance checks, being able to demonstrate your meticulous nature will impress the interviewers.
✨Practice Your Communication Skills
Since you'll be liaising with clients and providers, practice articulating your thoughts clearly and professionally. Consider doing mock interviews with a friend to refine your verbal communication skills.
✨Familiarise Yourself with CRM Systems
If you have experience with iO or similar CRM systems, be ready to discuss how you've used them in past roles. If not, do a bit of research to understand their functionalities, as this will show your proactive approach to learning.
