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- Tasks: Assist with client correspondence, manage diaries, and process new business.
- Company: Join a leading Wealth Management firm in Darlington with a strong market presence.
- Benefits: Enjoy 25 days holiday, Birthday Leave, Life Assurance, and shopping discounts.
- Why this job: Develop your career in finance while working in a supportive and professional environment.
- Qualifications: Experience in Financial Planning, strong IT skills, and excellent communication abilities required.
- Other info: Flexible and adaptable candidates will thrive in this dynamic role.
The predicted salary is between 22000 - 26000 £ per year.
Are you open to developing your career as a Financial Services Administrator, with an established and successful market leading Wealth Management firm? If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Darlington.
The role comes with a competitive salary dependent upon experience and qualifications, with benefits including:
- 25 days holiday (rising with length of service) plus Bank Holidays
- Birthday Leave
- Holiday Purchase Scheme
- Life Assurance
- Pension
- Corporate Eyecare
- Extras Discount shopping discounts
The key duties of the role will include:
- Client correspondence, written and verbal.
- Processing New Business.
- Preparation of client review packs.
- Arranging client meetings and managing the Adviser’s diary.
- Illustration requests.
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
- Maintain client records on the company software and ensure the client and firm’s files are well presented, accurate and compliant.
- Taking phone calls, enquiries and requests, and handling them where appropriate.
- Back-office support.
You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
Additional experience in the following areas:
- Good working knowledge of IO and Platform.
- Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
- Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
- Management and prioritising workloads.
- Excellent planning, organisational and multi-tasking abilities.
- Analytical and problem-solving skills.
- Flexibility/ adaptability to cope with change.
- Excellent communication skills at all levels.
- A team player with a positive attitude.
For further information please send your CV to Stuart or contact him directly to discuss the opportunity.
Contact Detail:
Reward Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the specific software and tools mentioned in the job description, such as IO and Platform. Being able to demonstrate your proficiency in these systems during an interview can set you apart from other candidates.
✨Tip Number 2
Prepare to discuss your previous experience in financial planning firms. Highlight specific examples of how you've managed client correspondence and supported advisers, as this will show your understanding of the role's key duties.
✨Tip Number 3
Practice your communication skills, especially in handling phone calls and enquiries. You might be asked to role-play a scenario during the interview, so being confident and professional in your responses is crucial.
✨Tip Number 4
Showcase your organisational and multi-tasking abilities by preparing examples of how you've successfully managed workloads in the past. This could involve discussing specific projects or tasks where you had to prioritise effectively.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasise your skills in client correspondence, processing new business, and managing diaries, as these are key duties for the IFA Administrator role.
Craft a Strong Cover Letter: Write a cover letter that showcases your motivation for the role and your understanding of the wealth management industry. Mention specific experiences that demonstrate your ability to handle client communications and administrative tasks effectively.
Highlight Technical Skills: Since the job requires good working knowledge of IT and office software, be sure to mention your proficiency with tools like Teams, Outlook, Word, and Excel. Provide examples of how you've used these tools in previous roles.
Proofread Your Application: Before submitting your application, carefully proofread your CV and cover letter for any grammatical errors or typos. This is crucial as the role requires a high degree of accuracy in business correspondence.
How to prepare for a job interview at Reward Recruitment
✨Showcase Your Communication Skills
As an IFA Administrator, you'll need to demonstrate excellent communication skills. Be prepared to discuss how you've effectively handled client correspondence in the past, both written and verbal. Use specific examples to illustrate your ability to represent the company professionally.
✨Highlight Your Organisational Abilities
This role requires strong planning and organisational skills. During the interview, share instances where you've successfully managed multiple tasks or prioritised workloads. This will show that you can handle the demands of the position efficiently.
✨Demonstrate IT Proficiency
Familiarity with office software is crucial for this role. Be ready to discuss your experience with tools like Teams, Outlook, Word, and Excel. You might even want to mention any specific projects where you used these tools to improve efficiency or accuracy.
✨Prepare for Problem-Solving Questions
Analytical and problem-solving skills are key for an IFA Administrator. Think of examples where you've faced challenges in a previous role and how you resolved them. This will help you convey your adaptability and resourcefulness during the interview.
