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- Tasks: Support directors and paraplanners with client portfolios and business processing.
- Company: Join a well-established HNW IFA known for its fantastic reputation and low staff turnover.
- Benefits: Enjoy flexible working days, free parking, and excellent perks like a contributory pension and study support.
- Why this job: Be part of a supportive team culture that values your contributions and offers professional development.
- Qualifications: Must be QCF Level 4 qualified; proficiency in Excel and strong communication skills are essential.
- Other info: Refer a friend for a chance to earn a retail voucher worth up to £500!
The predicted salary is between 18000 - 20000 £ per year.
Based: Guildford
Days: 3 days a week (flexible on days worked)
Salary: £30,000 p/rata (£18-20k DOE for 3 days) + free parking on site, excellent benefits including up to 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related. Study support for professional qualifications, training and development days.
Our client is a professional, well established HNW IFA who have built a fantastic reputation over a number of years. An extremely low turnover of staff is testament to the environment they maintain for their employees, they are keen to recruit someone who will add value to the team.
The role will involve providing support to the directors and paraplanners, and will incorporate predominantly activity on individual client portfolios.
Main duties will include:
- Processing new business.
- Obtaining quotes and illustrations.
- XPlan for day to day updates, reporting, fee reconciliation.
- Effective client and provider liaison - verbally and in writing.
Portfolio coverage will include: ISAs, Investment Bonds, VCTs, Group and Individual Pensions, Life, PHI and PMI products.
Must haves include:
- Qualified to QCF Level 4 - the company also provide full study support to those wishing to develop further.
- Knowledge of the internal workings of an IFA and ideally have held some compliance responsibilities, although this is not essential as it is outsourced.
- Proficiency in the use of Excel, as well as usual Microsoft applications.
- Extremely personable.
- Focused, strong attention to detail and accurate in your work.
- Strong communication and interpersonal skills.
- Being a natural team player.
Unfortunately, due to the placing of this role within the business, we are unable to consider candidates without the above criteria on this occasion.
Refer a friend and earn a retail voucher worth up to £500!
Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.
By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
Contact Detail:
Lloyd Recruitment - Epsom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Part Time Senior Administrator - Ultra HNW IFA
✨Tip Number 1
Familiarise yourself with the specific duties mentioned in the job description, such as processing new business and obtaining quotes. This will help you demonstrate your understanding of the role during any interviews or discussions.
✨Tip Number 2
Highlight your proficiency in Excel and other Microsoft applications by preparing examples of how you've used these skills in previous roles. Being able to discuss this confidently can set you apart from other candidates.
✨Tip Number 3
Network with professionals in the financial services industry, especially those who work with Ultra High Net Worth clients. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 4
Prepare to showcase your interpersonal skills by thinking of examples where you've effectively communicated with clients or team members. This is crucial for a role that involves client liaison and teamwork.
We think you need these skills to ace Part Time Senior Administrator - Ultra HNW IFA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of a Senior Administrator in an Ultra HNW IFA. Emphasise your proficiency in Excel and any previous experience in client portfolio management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the financial services industry and your ability to support directors and paraplanners. Mention your attention to detail and strong communication skills, as these are crucial for the role.
Highlight Relevant Qualifications: Clearly state your qualifications, especially if you are QCF Level 4 qualified. If you have any additional certifications or training related to financial services, be sure to include them to strengthen your application.
Follow Application Instructions: Ensure you follow all application instructions provided in the job listing. This includes submitting your application through the StudySmarter website and ensuring all required documents are included.
How to prepare for a job interview at Lloyd Recruitment - Epsom
✨Showcase Your Qualifications
Make sure to highlight your QCF Level 4 qualification during the interview. Discuss how your education has prepared you for the role and any relevant experiences that demonstrate your understanding of the IFA sector.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, be prepared to discuss examples from your past work where your attention to detail made a significant impact. This could include specific tasks or projects where precision was crucial.
✨Communicate Effectively
Strong communication skills are essential for this position. Practice articulating your thoughts clearly and concisely, and be ready to provide examples of how you've successfully liaised with clients or colleagues in previous roles.
✨Emphasise Teamwork
As a natural team player, share experiences that showcase your ability to work collaboratively. Discuss how you’ve contributed to team success in the past and how you can add value to their existing team dynamic.
