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- Tasks: Support Financial Planners with administrative tasks and manage client transactions efficiently.
- Company: Join a progressive firm known for bespoke financial advice and strong client relationships.
- Benefits: Enjoy 26 days holiday, hybrid work options, flexible hours, and full exam support.
- Why this job: Be part of a growing team with opportunities for personal development and career advancement.
- Qualifications: No specific experience required; just a willingness to learn and grow in finance.
- Other info: Receive an extra day off on your birthday and the option to buy/sell holidays.
The predicted salary is between 18600 - 21600 £ per year.
Job Description Technical IFA Administrator Stockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Full exam support Group Life Scheme Hybrid working Flexible working hours Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring IFA Administrator to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present Administrative support. Responsibilities: Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion. Have an understanding of 3rd party providers platforms and processing times Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion. In…
IFA Administrator employer: Medlock Partners
Contact Detail:
Medlock Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarize yourself with the specific processes involved in financial administration, such as Transfers, Top Ups, and Withdrawals. Understanding these terms and their implications will help you stand out during discussions with our team.
✨Tip Number 2
Research the various 3rd party providers and their platforms that are commonly used in the industry. Being knowledgeable about these systems will demonstrate your proactive approach and readiness to integrate into our workflow.
✨Tip Number 3
Showcase your organizational skills by discussing how you manage workloads and prioritize tasks. We value candidates who can effectively use personal diary systems to ensure timely completion of tasks.
✨Tip Number 4
Highlight any previous experience working in a team environment, especially in roles that required collaboration with Paraplanners or Financial Planners. This will illustrate your ability to work well within our supportive team structure.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the IFA Administrator position. Understand the key responsibilities and required skills, such as processing transfers and managing workloads.
Tailor Your CV: Customize your CV to highlight relevant experience in financial administration or similar roles. Emphasize any experience with client management systems and your ability to work in a team.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that align with the responsibilities listed in the job description, such as handling financial transactions or working with paraplanners.
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 an IFA Administrator.
How to prepare for a job interview at Medlock Partners
✨Understand the Role
Make sure you have a clear understanding of the IFA Administrator role and its responsibilities. Familiarize yourself with processes like Transfers, Top Ups, and Withdrawals, as well as the importance of accuracy and timeliness in these tasks.
✨Research the Company
Take some time to learn about the firm you are interviewing with. Understand their values, culture, and the services they provide. This will help you tailor your answers and show that you are genuinely interested in being part of their team.
✨Prepare for Technical Questions
Since this role involves working closely with Paraplanners and Financial Planners, be prepared to answer technical questions related to financial products and platforms. Brush up on your knowledge of 3rd party providers and their processing times.
✨Showcase Your Organizational Skills
Highlight your ability to manage your workload effectively. Discuss any personal diary systems or client management tools you have used in the past to ensure tasks are completed on time. This will demonstrate your capability to handle the responsibilities of the role.
