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- Tasks: Support financial advisers and ensure clients receive top-notch service in a dynamic environment.
- Company: Join a close-knit team known for their expertise and strong company values in Cheltenham.
- Benefits: Enjoy hybrid working options, structured training, and salary increases with qualifications.
- Why this job: Be part of a growing company with rewarding career progression and a vibrant office culture.
- Qualifications: Experience in financial services is essential; knowledge of mortgages, investments, or pensions is a plus.
- Other info: Full-time role with Monday to Friday hours, offering a supportive and engaging work atmosphere.
The predicted salary is between 24000 - 30000 £ per year.
Our client who provides specialist knowledge and expertise to their customers, as well as upholding excellent company values, are now recruiting for an ambitious and conscientious individual to join their close-knit and very successful team. This will be on a full-time, permanent basis from their bright and welcoming offices in Cheltenham (hybrid after probation). You will provide support to the independent financial advisers within the company to ensure that their clients are given a high level of continuing service. This is a varied and fast-paced position so you must be willing to get stuck in and work as part of a team to support the advisors as necessary. They have excellent growth plans for the future and are looking for individuals to grow alongside this. A full structured training programme will be provided however, you must hold experience working within the financial services sector; if you do have knowledge of Mortgages, Protection, Investments or Pensions this is advantageous. Our client provides rewarding progression opportunities which will enable you to further your career plus salary increases with certificates passed.
Responsibilities:
- Processing applications via different provider platforms
- Maintaining and updating database with relevant policy information
- Corresponding with providers across the market (in relation to investment, pension, protection and mortgage products)
- Issuing documents to clients
- Producing and updating client reports
- Drafting suitability reports for advisers
- Ensuring all records are kept up to date and compliant
- Handling incoming queries and outgoing calls to other providers and clients
Candidate Attributes:
- Experience working within the financial services sector
- Strong attention to detail
- Ability to work solely or as part of a team
- Good time management skills
Hours: Monday – Friday - 9am – 5pm (Hybrid working option available after completion of probation period)
Salary: Up to £30k per annum, depending on experience
Contact Detail:
Anderson Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Team Administrator – Hybrid - Career Opportunity
✨Tip Number 1
Familiarise yourself with the financial services sector, especially in areas like Mortgages, Protection, Investments, and Pensions. This knowledge will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 2
Network with professionals already working in the financial services industry. Attend relevant events or join online forums to connect with others who can provide insights and potentially refer you to opportunities within their organisations.
✨Tip Number 3
Prepare to showcase your attention to detail and time management skills. Think of specific examples from your past experiences where you've successfully managed multiple tasks or maintained accuracy under pressure, as these are key attributes for the role.
✨Tip Number 4
Research our company values and culture at StudySmarter. Understanding what we stand for will help you align your responses during any interviews and show that you're a great fit for our team.
We think you need these skills to ace IFA Team Administrator – Hybrid - Career Opportunity
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the financial services sector. Emphasise any relevant roles or responsibilities that align with the job description, such as processing applications or maintaining databases.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition and conscientious nature. Mention specific examples of how you've supported teams in previous roles and your understanding of financial products like mortgages, protection, investments, or pensions.
Highlight Attention to Detail: In your application, provide examples that demonstrate your strong attention to detail. This could include instances where you ensured compliance or maintained accurate records, which are crucial for this role.
Showcase Teamwork and Time Management Skills: Illustrate your ability to work both independently and as part of a team. Include examples of how you've effectively managed your time in fast-paced environments, as this position requires adaptability and collaboration.
How to prepare for a job interview at Anderson Recruitment Ltd
✨Showcase Your Financial Services Experience
Make sure to highlight your previous experience in the financial services sector during the interview. Be prepared to discuss specific roles and responsibilities you've had, especially if they relate to mortgages, protection, investments, or pensions.
✨Demonstrate Attention to Detail
Since this role requires strong attention to detail, be ready to provide examples of how you've successfully managed tasks that required precision. You might mention any systems or processes you used to ensure accuracy in your previous positions.
✨Emphasise Teamwork and Communication Skills
This position involves working closely with independent financial advisers and clients. Share experiences where you effectively collaborated with a team or communicated complex information clearly to clients or colleagues.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle fast-paced environments. Think of examples from your past where you successfully navigated challenges or tight deadlines, and be ready to discuss them.
