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For Companies At a Glance
- Tasks: Join our team as an IFA Administrator, supporting client administration and processing new business.
- Company: Work with a leading national Corporate Financial Services Firm based in Cardiff.
- Benefits: Enjoy hybrid working, 25 days holiday, pension, healthcare plan, and employee recognition perks.
- Why this job: Be part of a dynamic team, gain valuable experience, and contribute to meaningful financial services.
- Qualifications: Experience in the Financial Services industry is essential; ideal for those looking to advance from admin roles.
- Other info: This is a full-time, permanent position with a competitive salary of £25,000 - £35,000.
The predicted salary is between 25000 - 35000 £ per year.
Job Description
Recruit UK are working with a fantastic national Corporate Financial Services Firm who are looking for an IFA Administrator to work within their Client Administration team based in Cardiff.
The role will see you working closely with the Adviser Support Operations Manager and established team of Administrators to provide an integral function to the wider team.
Client Administration Support and Servicing to include:
- Processing and chasing new business
- Illustrations and projections
- Valuations
- Assist with the daily telephone answering within the team.
- Accurately update and maintain information on the back-office system
- Liaising with providers to obtain fund values/unit prices/transaction statements
- Preparation of enclosure documents for suitability reports
- Liaising with clients and providers
- Raise invoices where required, and ensure all remuneration records are correct, actively chasing Providers and Clients where remuneration is outstanding
The successful candidate must have experience within the Financial Services industry, and may be looking to progress from an Admin role.
Benefits include
- Salary £25-35,000 Depending on experience
- Hybrid working 3 days in office
- 25 days holiday
- Pension
- Healthcare plan
- Employee recognition scheme
If this seems like a great fit and location for you then please get in touch with a copy of your CV asap!
Job Types: Full-time, Permanent
Pay: £25,000.00-£35,000.00 per year
Benefits:
- Company pension
- Flexitime
Work Location: In person
Reference ID: 9671
Contact Detail:
Recruit UK 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 back-office systems commonly used in financial services. Being able to demonstrate your proficiency in these tools during an interview can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in administration roles. Attend relevant events or join online forums to gain insights and potentially get referrals for the IFA Administrator position.
✨Tip Number 3
Prepare to discuss your experience with client servicing and administration tasks in detail. Think of specific examples where you've successfully managed client relationships or streamlined processes, as this will showcase your suitability for the role.
✨Tip Number 4
Research the company’s values and recent developments in the financial services sector. Being knowledgeable about the firm and its operations will help you tailor your conversation during interviews and show your genuine interest in the role.
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 the Financial Services industry. Focus on any previous administrative roles and specific tasks that align with the responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in the IFA Administrator position. Mention your skills in client administration, processing new business, and liaising with clients and providers, as these are key aspects of the role.
Highlight Relevant Skills: In your application, emphasise skills such as attention to detail, communication, and organisational abilities. These are crucial for maintaining accurate records and providing excellent client support.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects professionalism and attention to detail, which is essential for this role.
How to prepare for a job interview at Recruit UK
✨Know Your Financial Services Basics
Make sure you brush up on your knowledge of the financial services industry. Understand key terms and processes related to client administration, as this will show your interviewer that you're serious about the role.
✨Demonstrate Attention to Detail
As an IFA Administrator, accuracy is crucial. Be prepared to discuss examples from your past experience where your attention to detail made a difference, especially in processing documents or maintaining records.
✨Prepare for Client Interaction Scenarios
Since the role involves liaising with clients and providers, think of scenarios where you've successfully handled client queries or issues. This will help you showcase your communication skills during the interview.
✨Familiarise Yourself with Back-Office Systems
Research common back-office systems used in financial services. If you have experience with specific software, be ready to discuss how you've used it to manage information effectively.
