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- Tasks: Lead a team, manage client inquiries, and ensure smooth operations for Financial Advisers.
- Company: Join an award-winning UK Top 10 IFA firm with exciting growth plans.
- Benefits: Enjoy hybrid working, competitive salary, annual bonus, 25 days' leave, and study support.
- Why this job: Be part of a dynamic team, mentor others, and advance your career in a supportive environment.
- Qualifications: 3+ years in IFA administration and strong platforms background required; mentoring experience preferred.
- Other info: Work from home 2 days a week and enjoy a clear development plan.
The predicted salary is between 40000 - 50000 £ per year.
Location: Caterham, Surrey (2 days per week working from home)
Minimum Requirements:
- At least 3 years' IFA administration experience
- Possess a strong platforms background (Standard Life and Elevate experience ideal)
- Experience of staff mentoring/management
Salary/package: £40,000 - £50,000 + annual bonus + 25 days' AL + pension (5%, 5%) + study support + IP + DIS + career progression
YOUR NEW COMPANY:
Our client is an award-winning, UK Top 10 IFA firm based in Caterham, Surrey. The company has significant plans to grow in 2025 and has just begun its search for an experienced Senior IFA Administrator to join its rapidly-expanding Administration team. The Senior IFA Administrator position allows for hybrid working, with the successful candidate working from home 2 days per week.
THE ROLE:
Reporting to the firm’s Head of Administration, the Senior IFA Administrator's key duties will include:
- Mentoring a small team of Administrators and helping with their workloads
- Overseeing the team’s performance
- Helping the team provide administrative and operational support to Financial Advisers
- Handling client inquiries, managing documentation, and ensuring smooth operations for Financial Advisers
- Managing client documentation and ensuring compliance
- Planning and providing effective induction for new team members and ensuring they have a clear development plan
REQUIREMENTS:
- At least 3 years' IFA administration experience
- Possess a strong platforms background (Standard Life and Elevate experience ideal)
- Experience of mentoring/managing members of staff
- XPlan experience a bonus but not essential
- Live a commutable distance from Caterham
REMUNERATION / PACKAGE:
The package for the Senior IFA Administrator role is as follows:
- £40,000-£50,000 salary
- 25 days' annual leave
- Annual bonus
- Pension (5%, 5%)
- Study support
- Income Protection
- DIS
- 2 days per week working from home
- Career progression
Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
Senior IFA Administrator employer: Vision-FS Recruitment
Contact Detail:
Vision-FS Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator
✨Tip Number 1
Make sure to highlight your experience with platforms like Standard Life and Elevate during any conversations or interviews. This will show that you have the specific technical skills they are looking for.
✨Tip Number 2
Demonstrate your mentoring and management experience by preparing examples of how you've successfully guided team members in the past. This will help you stand out as a candidate who can lead and develop others.
✨Tip Number 3
Familiarise yourself with the company’s recent achievements and growth plans. Being able to discuss their goals and how you can contribute will show your genuine interest in the role and the firm.
✨Tip Number 4
Network with current or former employees of the firm on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach.
We think you need these skills to ace Senior IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your IFA administration experience, particularly focusing on your platforms background with Standard Life and Elevate. Use specific examples to demonstrate your skills in mentoring and managing staff.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your relevant experience, how you can contribute to the team, and your understanding of the responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, emphasise your experience with client documentation management and compliance. Discuss any specific tools or software you have used, such as XPlan, to show your technical proficiency.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Senior IFA Administrator role.
How to prepare for a job interview at Vision-FS Recruitment
✨Showcase Your Experience
Make sure to highlight your IFA administration experience during the interview. Be prepared to discuss specific examples of how you've managed client documentation and supported Financial Advisers in previous roles.
✨Demonstrate Mentoring Skills
Since the role involves mentoring a small team, be ready to share your experiences in staff management. Discuss how you've helped team members develop and how you handle performance oversight.
✨Familiarise Yourself with Platforms
Given the emphasis on a strong platforms background, brush up on your knowledge of Standard Life and Elevate. Be prepared to discuss how you've used these platforms in your previous roles and any challenges you've overcome.
✨Prepare Questions
Have a few thoughtful questions ready for the interviewer. This shows your interest in the company and the role. You might ask about the team's current projects or how they envision the growth plans for 2025 impacting the administration team.
