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For Companies At a Glance
- Tasks: Support financial planners and manage client communications in a dynamic office environment.
- Company: Join a fast-growing financial services practice with a strong UK presence.
- Benefits: Enjoy a salary up to £32k, private medical insurance, and 28+ days annual leave.
- Why this job: Gain valuable experience in a supportive team with exciting growth opportunities.
- Qualifications: 1+ years of experience as an IFA Administrator is required.
- Other info: Hybrid working model available, perfect for balancing work and study.
The predicted salary is between 24000 - 32000 £ per year.
This is best suited to IFA Administrators with 1+ years experience. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business.
The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically and through acquisitions, hence the need to expand the support team. This position is based in their Kent office.
As an IFA administrator, you will be working closely with the office manager and financial planners to provide an efficient, high-quality and compliant service. During a typical day, you will be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports as well as ensuring back-office systems are updated and maintained accurately.
Benefits:
- Salary up to £32k
- Private medical insurance
- Healthcare cash plan
- Group income protection
- Group life assurance
- Group pension scheme
- Discretionary company bonus award opportunity
- 28 days annual leave, plus bank holidays (this will increase with each year of service up to a maximum of 30 days)
If you have the required experience and this role interests you, then you can apply by simply attaching your CV along with your basic contact details. We’ll get in touch if we need any additional information and then present you to the business with the aim of setting up an initial interview.
IFA Administrator employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of an IFA Administrator. Understanding the key responsibilities and challenges faced in this position will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with current IFA Administrators or financial planners. This can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Research the company thoroughly. Understand their growth plans, values, and culture. Tailoring your discussions around how you can contribute to their objectives will demonstrate your genuine interest in the role and the business.
✨Tip Number 4
Prepare for common interview questions specific to the IFA Administrator role. Think about scenarios where you've successfully managed client communications or ensured compliance, as these experiences will be valuable to highlight during your interview.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as an IFA Administrator. Focus on your skills in client support, compliance, and any specific financial services knowledge you possess.
Craft a Compelling Cover Letter: Write a cover letter that explains why you're interested in the role and how your background aligns with the company's growth plans. Mention your experience and how it can contribute to their success.
Highlight Relevant Skills: In your application, emphasise skills such as communication, organisation, and attention to detail. These are crucial for processing new business and maintaining compliance in the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your professionalism and attention to detail, which is vital in the financial services sector.
How to prepare for a job interview at Finlink Ltd
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services and the role of an IFA administrator. Be prepared to discuss how you can support financial planners and ensure compliance in documentation.
✨Showcase Your Experience
With 1+ years of experience required, be ready to share specific examples from your previous roles. Highlight your achievements in processing new business and client communication.
✨Demonstrate Teamwork Skills
Since you'll be working closely with the office manager and financial planners, emphasise your ability to collaborate effectively. Share instances where you've successfully worked as part of a team.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's growth plans and the support team structure. This shows your genuine interest in the role and helps you understand how you can contribute.
