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- Tasks: Join our team as a Senior IFA Administrator, providing vital support to financial advisors.
- Company: We're a friendly St. James’s Place Partner Practice near Stansted, focused on client satisfaction.
- Benefits: Enjoy beautiful offices, flexible hours post-training, and career progression opportunities.
- Why this job: This role offers responsibility, variety, and a chance to grow in a supportive environment.
- Qualifications: Previous experience in an IFA or SJP environment is essential; strong organisational skills required.
- Other info: Become part of a close-knit team where your contributions are truly valued.
The predicted salary is between 28000 - 42000 £ per year.
Full-Time | Salary Up to £35,000 (DOE) | Supportive Team & Career Progression
Our client is a successful and friendly St. James’s Place (SJP) Partner Practice based near Stansted, seeking a highly organised and experienced Senior IFA Administrator to join our growing team. This is a fantastic opportunity for someone who enjoys working in a fast-paced, client-focused environment and is looking for a role with responsibility, variety, and the potential to grow.
What we offer:
- Beautiful offices with on-site parking
- A supportive environment, working alongside 2 Advisors and 2 part-time support staff
- Full-time hours preferred, with flexibility considered following training/probation
- A welcoming, long-standing client base of families, parents, and grandparents
- Career progression and study support available for the right candidate
Your role will involve:
- Providing comprehensive admin support to the Advisors
- Managing and preparing documentation for client meetings
- Processing new business and liaising with providers
- Maintaining and updating client records accurately
- Assisting with compliance requirements and client communications
About you:
- Previous experience in an IFA or SJP environment is essential
- Strong understanding of financial services processes and terminology
- Highly organised with excellent attention to detail
- Confident communicator with a proactive approach
- Comfortable using back-office systems (e.g. Salesforce, Intelligent Office)
This is a key role in a close-knit and professional team. If you’re an experienced administrator looking to step into a senior role where your contributions are truly valued, we’d love to hear from you. Apply today and become part of a supportive firm where people and progress matter.
Please send CV to Sam Negbenebor at Financial Divisions.
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator - SJP Partner Practice (Offices near Bishops Stortford), Upto £35,000 (DOE)
✨Tip Number 1
Familiarise yourself with the St. James’s Place (SJP) ethos and values. Understanding their approach to client relationships and financial services will help you align your responses during interviews, showcasing that you're a great fit for their culture.
✨Tip Number 2
Network with current or former employees of SJP Partner Practices. Engaging with them can provide valuable insights into the role and the company, plus it might even lead to a referral, which can significantly boost your chances of landing the job.
✨Tip Number 3
Brush up on your knowledge of back-office systems like Salesforce and Intelligent Office. Being able to demonstrate your proficiency in these tools during discussions can set you apart from other candidates who may not have the same level of familiarity.
✨Tip Number 4
Prepare specific examples from your previous experience that highlight your organisational skills and attention to detail. In a fast-paced environment, being able to articulate how you've successfully managed multiple tasks will resonate well with the interviewers.
We think you need these skills to ace Senior IFA Administrator - SJP Partner Practice (Offices near Bishops Stortford), Upto £35,000 (DOE)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience in an IFA or SJP environment. Emphasise your understanding of financial services processes and any relevant back-office systems you've used, such as Salesforce or Intelligent Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your organisational skills and attention to detail. Mention specific examples of how you've successfully managed documentation and client communications in past roles.
Highlight Relevant Skills: In your application, clearly outline your strong communication skills and proactive approach. These are key attributes for the Senior IFA Administrator role, so provide examples of how you've demonstrated these in your previous positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Organisational Skills
As a Senior IFA Administrator, being highly organised is crucial. Prepare examples from your past experiences where your organisational skills made a significant impact, especially in managing documentation and client records.
✨Demonstrate Financial Services Knowledge
Make sure to brush up on financial services processes and terminology. Being able to discuss these confidently will show that you understand the industry and can hit the ground running.
✨Prepare for Compliance Questions
Since compliance is a key part of the role, be ready to discuss your experience with compliance requirements. Think of specific instances where you ensured adherence to regulations or improved compliance processes.
✨Exhibit Proactive Communication Skills
The job requires a confident communicator. Prepare to share examples of how you've effectively communicated with clients and colleagues, particularly in a fast-paced environment. This will highlight your proactive approach.
