At a Glance
- Tasks: Support financial advisers and manage administrative tasks in a dynamic team.
- Company: Join a client-focused financial services team with growth opportunities.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to grow your skills in a professional and collaborative setting.
- Why this job: Kickstart your career in finance and make a real impact on clients' lives.
- Qualifications: Experience in financial services and strong organisational skills required.
The predicted salary is between 25000 - 30000 € per year.
Salary: £25,000 – £30,000 per annum (dependent on experience and qualifications)
Hours: Monday – Friday, 9:00 am – 5:00 pm
About the Role
We are seeking an experienced and detail-oriented IFA Administrator to join a dynamic and client-focused financial services team. You’ll play a key role in supporting advisers and paraplanners, managing a range of administrative tasks, and ensuring the smooth running of investment, pension, and protection business processes.
Key Responsibilities
- Provide administrative support to financial advisers and paraplanners.
- Process new business for investments, pensions, and protection products.
- Prepare valuations, annual review documents, and client reports.
- Maintain and update client records and systems accurately.
- Communicate effectively with clients and providers via phone, email, and post.
- Manage and log incoming cheques and policy documents.
- Prepare files ahead of client meetings.
- Conduct research into investment fund performance.
- Obtain quotes and key features documents, and complete application forms.
- Carry out general office duties such as typing, photocopying, and document management.
(Please note this list is not exhaustive and additional reasonable duties may be required.)
Experience and Skills
- Previous experience within the financial advice or wealth management industry.
- Strong knowledge of financial products, platforms, and services.
- Experience with Wrap Platforms is highly advantageous.
- Familiarity with systems such as Xplan and FE Analytics is desirable.
- Proficient in Microsoft Office applications.
- Excellent written and verbal communication skills.
- Strong organisational ability and attention to detail.
- Able to work effectively under pressure and meet deadlines.
- Demonstrates integrity, confidentiality, and strong teamwork.
Personal Attributes
- Smart, professional, and enthusiastic.
- Hardworking and adaptable, with excellent multitasking ability.
- High personal standards and pride in delivering quality work.
- A proactive mindset, able to use initiative and support the wider team effectively.
If you’re looking to further your career within financial services administration and thrive in a supportive, professional environment, this role offers a great opportunity to grow your skills and contribute to a successful advisory team.
Locations
Administrator - Financial Administrator in Cheshire, Chester employer: Vernon Thomas Search
Join a leading financial services firm that values its employees and fosters a collaborative work culture. With competitive salaries, opportunities for professional development, and a supportive environment, you will thrive as an IFA Administrator in our dynamic team. Located in a vibrant area, we offer a unique chance to grow your career while making a meaningful impact in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator - Financial Administrator in Cheshire, Chester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry. Attend events, join online forums, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their products and services inside out. We want you to walk in there feeling confident and ready to show how you can support their advisers and paraplanners.
✨Tip Number 3
Practice your communication skills! Since you'll be dealing with clients and providers, being articulate is key. We suggest doing mock interviews with friends or family to polish your verbal skills and get comfortable talking about your experience.
✨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 are proactive and take the initiative to connect directly with us.
We think you need these skills to ace Administrator - Financial Administrator in Cheshire, 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 and any relevant skills that match the job description. We want to see how you can support our advisers and paraplanners!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a great fit for our team. We love seeing enthusiasm and a proactive mindset!
Showcase Your Attention to Detail:In the financial world, details matter! When filling out your application, double-check for any typos or errors. We appreciate candidates who demonstrate strong organisational skills and take pride in delivering quality work.
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 shows you’re keen to join our dynamic team!
How to prepare for a job interview at Vernon Thomas Search
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products, platforms, and services. Being able to discuss these confidently will show that you're not just familiar with the industry but also genuinely interested in it.
✨Demonstrate Attention to Detail
Since this role requires a strong focus on detail, prepare examples from your past experience where your attention to detail made a difference. Whether it’s managing client records or preparing documents, be ready to showcase your meticulous nature.
✨Practice Effective Communication
As communication is key in this role, practice articulating your thoughts clearly. You might want to simulate a client interaction or explain a complex financial concept to a friend to ensure you can communicate effectively under pressure.
✨Show Your Proactive Mindset
Think of instances where you took the initiative in your previous roles. Whether it was streamlining a process or helping a colleague, sharing these experiences will highlight your proactive approach and teamwork skills, which are essential for this position.
