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- Tasks: Support Advisers with client paperwork and ensure smooth processing of new business.
- Company: Join a respected IFA Practice known for its commitment to employee development.
- Benefits: Enjoy opportunities for progression and a supportive work environment.
- Why this job: Be part of a team that values accuracy, client service, and strong relationships.
- Qualifications: Must have 12 months in an IFA support role and knowledge of FCA regulations.
- Other info: This is a permanent position with a focus on career growth.
The predicted salary is between 36000 - 60000 £ per year.
Due to continued success, our client, a hugely respected IFA Practice, is seeking an industry-experienced, ambitious and dedicated IFA Administrator to join their department on a permanent basis.
Key responsibilities will include:
- To provide efficient administration, to assist the Advisers in the procurement and processing of new business and the servicing of existing clients.
- Produce all relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations and valuations.
- Process all new business documentation in accordance with the agreed service and quality standards.
- To deal with queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
- To deliver excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.
- To develop and maintain good working relationships with the Advisers, colleagues and management in order to provide an efficient and effective service to the Adviser and the clients.
The successful candidate will demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You will possess a minimum of 12 months within an IFA support role with up-to-date knowledge of FCA regulations. This is an exceptional opportunity to join a reputable firm who firmly believe in employee development and offer genuine scope for progression.
Contact Detail:
Burton Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as IFA Administrators. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest FCA regulations and guidelines. Being well-versed in these will not only boost your confidence but also demonstrate your commitment to compliance during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've handled client queries or administrative tasks in previous roles. Highlighting your problem-solving skills and ability to work under pressure will set you apart from other candidates.
✨Tip Number 4
Research the company culture and values of the IFA Practice you're applying to. Tailoring your conversation to align with their ethos during interviews can show that you're a great fit for their team.
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 relevant experience in IFA administration. Focus on your administrative skills, knowledge of FCA regulations, and any specific achievements that demonstrate your ability to perform under pressure.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your experience in an IFA support role and how it aligns with the responsibilities outlined in the job description.
Highlight Client Service Skills: In your application, emphasise your commitment to delivering excellent client service. Provide examples of how you've effectively dealt with client queries and maintained strong working relationships in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application 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 Burton Recruitment
✨Know Your FCA Regulations
Make sure you brush up on the latest FCA regulations before your interview. Being able to discuss these confidently will show that you are knowledgeable and serious about the role.
✨Demonstrate Your Administrative Skills
Prepare examples of how you've successfully managed administrative tasks in previous roles. Highlight your ability to work under pressure while maintaining accuracy, as this is crucial for the position.
✨Showcase Your Client Service Experience
Be ready to discuss specific instances where you've delivered excellent client service. This could include handling queries or resolving issues effectively, which is key for the role.
✨Build Rapport with Interviewers
Since the role involves working closely with Advisers and colleagues, demonstrate your interpersonal skills during the interview. Engage with your interviewers and show that you can build good working relationships.
