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- Tasks: Support financial planners with admin tasks and client interactions.
- Company: Join a successful, independent financial planning practice in Guildford.
- Benefits: Enjoy competitive salary, bonuses, generous pension contributions, and hybrid working.
- Why this job: Be part of a supportive team that values your impact on clients' financial futures.
- Qualifications: Experience in IFA administration, strong organizational skills, and excellent communication required.
- Other info: Opportunity for professional growth in a friendly work environment.
The predicted salary is between 21000 - 35000 £ per year.
Are you an experienced IFA Administrator looking for a new challenge in a supportive, close-knit environment? A highly successful and fully independent financial planning practice in Guildford is seeking a dedicated professional to join their team. This is a fantastic opportunity to work a team of leading financial planners and make a meaningful impact on clients’ financial futures., As an IFA Administrator, you will be an essential part of the advice process, supporting a team of skilled financial planners. This role goes beyond traditional administration-it includes regular client contact and the chance to be an integral part of a business that prides itself on delivering outstanding outcomes for their clients., * Provide comprehensive administrative support to financial planners.
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Prepare client documentation and reports with accuracy and efficiency.
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Maintain and update client records on financial planning software.
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Be a point of contact for clients, ensuring exceptional service at every interaction.
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Work collaboratively with the team to enhance operational effectiveness.
We’re looking for a confident and detail-oriented individual with:
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Experience in IFA administration within a financial planning practice.
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Strong organizational and time-management skills.
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Excellent communication abilities, both written and verbal.
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Proficiency with financial planning systems and tools (desirable).
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A genuine passion for delivering a superior client experience.
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Salary: Competitive basic salary of up to £35,000
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Bonuses – annually and performance related
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Benefits: A generous benefits package, including up to 10% pension contributions.
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A friendly, professional work environment that values collaboration and personal development.
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Hybrid working – split between office & home
Why Join This Firm?
This independent practice is known for its supportive culture, where every team member plays a vital role in their success. With a commitment to professional growth and a focus on building long-term client relationships, this is a place where your career can truly thrive.
IFA Administrator employer: mbf.
Contact Detail:
mbf. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarize yourself with the specific financial planning software used by the firm. This will not only show your initiative but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Highlight your experience in client interactions during any networking opportunities. Building rapport and showcasing your communication skills can set you apart from other candidates.
✨Tip Number 3
Research the firm’s values and culture. Understanding their commitment to client relationships and professional growth will help you align your responses during interviews.
✨Tip Number 4
Prepare examples of how you've enhanced operational effectiveness in previous roles. Being able to discuss specific contributions will illustrate your potential impact on their team.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in IFA administration and showcases your organizational and communication skills. Use specific examples that demonstrate your ability to support financial planners effectively.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for delivering exceptional client service. Mention why you are interested in this particular role and how your background aligns with the company's values and culture.
Highlight Relevant Experience: In your application, emphasize any previous roles where you provided administrative support in a financial planning context. Detail your proficiency with financial planning systems and tools, as this is desirable for the position.
Showcase Your Soft Skills: Since the role involves regular client contact, make sure to highlight your excellent communication abilities and your commitment to enhancing the client experience. Provide examples of how you've successfully interacted with clients in the past.
How to prepare for a job interview at mbf.
✨Show Your Passion for Client Service
Make sure to express your genuine passion for delivering exceptional client experiences. Share specific examples from your past roles where you went above and beyond to support clients, as this aligns with the company's values.
✨Demonstrate Your Organizational Skills
Prepare to discuss how you manage your time and prioritize tasks effectively. Highlight any tools or methods you use to stay organized, especially in a fast-paced environment like financial planning.
✨Familiarize Yourself with Financial Planning Software
If you have experience with specific financial planning systems, be ready to talk about them. If not, do some research on commonly used software in the industry to show your willingness to learn and adapt.
✨Prepare Questions About Team Collaboration
Since the role emphasizes teamwork, come prepared with questions about how the team collaborates and supports each other. This shows your interest in being an integral part of their close-knit environment.
