At a Glance
- Tasks: Support advisers in delivering top-notch financial services and manage client enquiries.
- Company: Join a dynamic, family-oriented financial services firm in the West Midlands.
- Benefits: Enjoy a competitive salary, bonuses, and perks like private medical insurance and exam support.
- Other info: Work in a supportive team with excellent career development opportunities.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: 2 years of admin experience in an IFA environment; strong communication skills required.
The predicted salary is between 28000 - 30000 £ per year.
Formed in 2014 by our founder Nicola Whateley, Whateley Wealth Management is a leading provider of mass market financial services in the West Midlands, advising on Pensions, Investments, Mortgages, and Insurance. We firmly believe that everyone deserves a secure financial future and have structured our business to deliver this. Our mission is to make the complex simple, giving our clients peace of mind.
We are a dynamic and forward-thinking business and have grown rapidly since our launch. We are active in the local community and still hold dear to our family values; regarding staff and clients as family and treating everyone with integrity and respect. We now have an exciting opportunity for a Senior IFA Administrator to join our team and help us continue to deliver on our mission and make a difference to our clients.
We are an equal opportunities employer believing passionately in the benefits of diversity in our workforce. We are committed to treat all candidates fairly, regardless of Ethnicity, Age, Gender, Sexuality, or Disability.
This is an outstanding opportunity to train within a varied position covering many different aspects of administration and technical duties within the company, supporting advisers to deliver the best service to our clients.
Tasks and Responsibilities:- Working with an adviser to follow the full new business process until completion
- Dealing with day-to-day client and provider enquiries
- Obtaining relevant information from providers
- Making outbound telephone calls and receiving inbound telephone calls
- Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
- Preparing and submitting applications and supporting documents to product providers
- Chasing providers until case completion, and resolving any issues that may arise
- Inputting new business proposals to the back-office system in line with Company procedures, ensuring data is updated in full to ensure correct MI reporting
- Ensuring all cases are compliant, in line with Company procedures and industry regulations
- Undertaking fund switches and withdrawals upon the instruction of the client
- Report writing
- Self-motivated
- Highly organised
- Client focused
- Professional
- Pro-active and has a positive nature, combined with excellent all round communication skills, and a good telephone manner
- Skilled in rapport building, and have well developed skills in computer software, especially Microsoft Office
- Focused and have thoroughness in accomplishing a task, displaying high levels of accuracy and attention to detail
- Able to multitask and achieve agreed outcomes without supervision and work to demanding deadlines
- Eager to enjoy work within a high achieving and committed team
- Discrete and highly protective of our client's confidential personal data
- Good knowledge of pensions and investments (desired)
- Minimum 2 years administration experience within an IFA environment (essential)
- CII Financial Services Exam pass or working towards (desired)
Salary: £28,000-£30,000 per annum (dependent on experience and qualifications) plus bonus scheme (paid quarterly based on performance subject to passing probation period)
Benefits:
- Company pension
- Private medical insurance (following probation period)
- Cash plan (following probation period)
- Exam support (Exams paid for; bonuses paid on completion. 1-1 coaching provided by experienced team)
- 8-hour shift (37.5 hours per week)
- Monday to Friday
- No weekends
To apply for this role, please send your CV to our Office Manager, Kelly Shephard.
IFA Administrator in Bromsgrove employer: WHATELEY WEALTH MANAGEMENT LTD
Whateley Wealth Management is an exceptional employer, offering a supportive and family-oriented work culture in the heart of Bromsgrove. With a commitment to employee growth through comprehensive training and exam support, we empower our team to excel in their careers while enjoying a competitive salary and benefits package, including private medical insurance and a bonus scheme. Join us in making a meaningful impact on our clients' financial futures while being part of a dynamic and inclusive team that values integrity and respect.
Contact Details:
WHATELEY WEALTH MANAGEMENT LTD Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Bromsgrove
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on Whateley Wealth Management. Understand their mission and values, and think about how you can contribute to making the complex simple for clients.
✨Tip Number 2
Practice your communication skills! Since this role involves a lot of client interaction, make sure you're comfortable talking about your experience and how it relates to the tasks listed in the job description. Role-play with a friend if you need to!
✨Tip Number 3
Show off your organisational skills! Be ready to discuss how you've managed multiple tasks in previous roles. Use specific examples that highlight your attention to detail and ability to meet deadlines.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team at Whateley Wealth Management.
We think you need these skills to ace IFA Administrator in Bromsgrove
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the IFA Administrator role. Highlight your admin experience, especially in an IFA environment, and don’t forget to mention any relevant qualifications or training.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping clients achieve their financial goals and how your skills can contribute to our mission at Whateley Wealth Management.
Showcase Your Communication Skills:Since this role involves a lot of client interaction, make sure to demonstrate your excellent communication skills in your application. Whether it’s through your writing style or examples of past experiences, let us see how you connect with clients.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at WHATELEY WEALTH MANAGEMENT LTD
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of pensions, investments, and the financial services industry. Familiarise yourself with Whateley Wealth Management's mission and values, as well as their approach to client service. This will show that you're genuinely interested in the role and the company.
✨Showcase Your Skills
Prepare specific examples from your previous experience that highlight your organisational skills, attention to detail, and ability to multitask. Think about times when you've successfully managed client enquiries or resolved issues, as these are key aspects of the IFA Administrator role.
✨Practice Your Communication
Since excellent communication skills are essential for this position, practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend or family member to get comfortable discussing your experience and answering common interview questions.
✨Ask Thoughtful Questions
At the end of the interview, be ready to ask insightful questions about the team, company culture, and growth opportunities. This not only shows your enthusiasm for the role but also helps you determine if Whateley Wealth Management is the right fit for you.
