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- Tasks: As an IFA Administrator, you'll create reports, conduct research, and support client advice processes.
- Company: Join a well-established firm in Leicester that's growing and thriving.
- Benefits: Enjoy hybrid working, free parking, private healthcare, and 23 days holiday plus bank holidays.
- Why this job: This role offers a chance to develop skills in finance while contributing to customer satisfaction.
- Qualifications: Experience in administration and a keen interest in finance are essential.
- Other info: Full support for exams and a pension scheme are included.
The predicted salary is between 18480 - 22440 £ per year.
Our clients are seeking an experienced IFA Administrator to join their team in the Leicester Area. They are a well-established firm that is experiencing continuous growth, and the successful candidate will be offered many benefits and hybrid working. Working Hours: Monday to Friday 8.45 am- 5 pm. Hybrid working For the successful IFA Administrator, our clients are offering the following: £23,000 – £28,000 (DOE) Free Parking Private health care 23 days holiday + Bank Holidays Pension scheme Full support on all exams As an IFA Administrator, your role will include: To obtain current fund values for investments and create reports from this information for customers in accordance with their expectations, in order to maintain customer satisfaction. To carry out various research activities to assist in the advice process with clients. To support the production of pensions, life and investments valuations and quotes using established Company procedures and formats in order to help meet deadlines, customer needs, and regulatory requirements. To contribute to the organisation and planning by introducing new and improved procedures and making the best use of resources (e.g. The company Client Management System) To manage the process of distributing customers’ letters of author…
IFA Administrator employer: GCB Recruitment
Contact Detail:
GCB Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarize yourself with the specific software and tools commonly used in the IFA industry. Being proficient in these systems can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work as IFA Administrators. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Stay updated on the latest regulations and trends in the financial advisory field. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and the industry.
✨Tip Number 4
Prepare to discuss specific examples of how you've improved processes or contributed to team success in previous roles. Highlighting your proactive approach can make a strong impression during the interview.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of an IFA Administrator. Highlight your relevant experience in obtaining fund values, creating reports, and supporting client advice processes in your application.
Tailor Your CV: Customize your CV to reflect the skills and experiences that align with the job description. Emphasize your ability to manage customer communications and your familiarity with Client Management Systems.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how you've contributed to previous teams and improved processes, as this aligns with the company's focus on efficiency.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in the financial services industry.
How to prepare for a job interview at GCB Recruitment
✨Understand the Role
Make sure you have a clear understanding of the IFA Administrator role and its responsibilities. Familiarize yourself with tasks like obtaining fund values, creating reports, and supporting the advice process. This will help you answer questions confidently.
✨Showcase Your Experience
Prepare to discuss your previous experience in administration or finance. Highlight specific examples where you've successfully managed client information, created reports, or improved processes. This will demonstrate your capability for the role.
✨Research the Company
Take some time to learn about the firm you're interviewing with. Understand their values, services, and recent developments. This knowledge will allow you to tailor your answers and show genuine interest in becoming part of their team.
✨Prepare Questions
Have a list of thoughtful questions ready to ask at the end of the interview. Inquire about the team dynamics, growth opportunities, or how they support exam preparation. This shows your enthusiasm and helps you assess if the company is the right fit for you.
