IFA Administrator

IFA Administrator

Swindon Full-Time 27000 - 31000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support financial advisors with administrative tasks and client management.
  • Company: Join Templegate Recruitment, a leading specialist in financial services recruitment.
  • Benefits: Enjoy a competitive salary, pension scheme, and generous holiday entitlement.
  • Why this job: Be part of a dynamic team in a rewarding role that offers growth opportunities.
  • Qualifications: No specific qualifications required; just a passion for finance and organisation.
  • Other info: Office-based role in Trowbridge with potential for bonuses after probation.

The predicted salary is between 27000 - 31000 £ per year.

Location: Trowbridge, Wiltshire (Office Based)

Starting Salary: £27,000 - £31,000 (depending on experience) plus discretionary quarterly bonus

Company Benefits:

  • Bonus structure to be confirmed after a 6-month probation period
  • Company pension (5% enrolment)
  • Holiday entitlement: 23 days basic plus 8 bank holidays

IFA Administrator employer: TEMPLEGATE RECRUITMENT LIMITED

At Templegate Recruitment, we pride ourselves on being an exceptional employer, offering a supportive work culture that values employee growth and development. Located in the heart of Trowbridge, our office-based environment fosters collaboration and innovation, while our competitive salary and benefits package, including a generous holiday entitlement and pension scheme, ensures that our team members feel valued and rewarded for their contributions.
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Contact Detail:

TEMPLEGATE RECRUITMENT LIMITED Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land IFA Administrator

✨Tip Number 1

Research the company culture at Templegate Recruitment. Understanding their values and work environment can help you tailor your approach during interviews and show that you're a good fit for their team.

✨Tip Number 2

Network with current or former employees of Templegate Recruitment on platforms like LinkedIn. They can provide valuable insights into the role and the recruitment process, which can give you an edge over other candidates.

✨Tip Number 3

Prepare to discuss your experience in financial services and any relevant technical skills. Be ready to provide examples of how you've successfully managed administrative tasks in similar roles, as this will demonstrate your capability for the IFA Administrator position.

✨Tip Number 4

Show enthusiasm for the role and the financial services industry during your interactions. Employers appreciate candidates who are genuinely interested in the field, so make sure to express your passion and eagerness to contribute to their success.

We think you need these skills to ace IFA Administrator

Attention to Detail
Organisational Skills
Communication Skills
Time Management
Customer Service Skills
Financial Services Knowledge
Data Entry Accuracy
Problem-Solving Skills
Teamwork
Proficiency in Microsoft Office Suite
Record Keeping
Confidentiality Awareness
Adaptability
Ability to Work Under Pressure

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the IFA Administrator position. Tailor your application to highlight relevant experience and skills that match what Templegate Recruitment is looking for.

Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your experience in financial services or administration. Use bullet points to make it easy to read, and include specific achievements that demonstrate your capabilities.

Write a Compelling Cover Letter: Your cover letter should complement your CV by providing more context about your motivation for applying. Mention why you are interested in working with Templegate Recruitment and how your background makes you a suitable candidate for the role.

Proofread Your Application: Before submitting, take the time to proofread your CV and cover letter. Look for any spelling or grammatical errors, and ensure that all information is accurate and presented professionally.

How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED

✨Research the Company

Before your interview, take some time to learn about Templegate Recruitment. Understand their values, mission, and the specific services they offer in financial recruitment. This knowledge will help you tailor your answers and show genuine interest.

✨Know the Role Inside Out

Familiarise yourself with the responsibilities of an IFA Administrator. Be prepared to discuss how your skills and experiences align with the job requirements. Highlight any relevant experience in financial services or administration that makes you a strong candidate.

✨Prepare for Common Questions

Anticipate common interview questions such as 'Why do you want to work here?' or 'What are your strengths and weaknesses?'. Practising your responses can help you feel more confident and articulate during the interview.

✨Dress Professionally

Since this is an office-based role, make sure to dress appropriately for the interview. A smart, professional appearance can create a positive first impression and demonstrate your seriousness about the position.

IFA Administrator
TEMPLEGATE RECRUITMENT LIMITED
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