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- Tasks: Support financial advisers with admin duties and client service while learning about paraplanning.
- Company: Join a highly regarded IFA Practice in Guildford, Surrey, known for its growth and support.
- Benefits: Gain support for future qualifications and develop your career in a fast-growing firm.
- Why this job: Exciting opportunity to grow your skills in finance while working in a supportive environment.
- Qualifications: Looking for responsible, self-motivated candidates with good IT skills and organization.
- Other info: Opportunity to work with various product providers and learn about financial products.
The predicted salary is between 28800 - 43200 £ per year.
The role is based in Guildford, Surrey with a highly regarded IFA Practice. Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Should you wish, support for future qualifications will be provided to enable the successful applicant to further their knowledge. KEY RESPONSIBILITIES & ACCOUNTABILITIES New business processing and submission to Business quality, submitting onto external and internal systems Gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process Liaison with a variety of product providers and use of their online systems to gather valuations etc Working with back-office system to maintain client records, process annual reviews reports and new business processing Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products General Administration and client servicing support as needed. Using X-plan software. …
IFA Administrator- Guildford employer: Coast Specialist Recruitment
Contact Detail:
Coast Specialist Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator- Guildford
✨Tip Number 1
Familiarize yourself with X-plan software, as it's mentioned in the job description. Having a good understanding of this tool will not only help you stand out but also show your initiative and readiness to hit the ground running.
✨Tip Number 2
Research the financial products mentioned in the job description, such as pensions, investments, and protection products. Being knowledgeable about these areas will demonstrate your commitment to the role and your eagerness to learn.
✨Tip Number 3
Network with professionals in the financial advice sector, especially those who work with IFAs. This can provide you with valuable insights into the role and may even lead to referrals or recommendations.
✨Tip Number 4
Prepare to discuss how your organizational skills and self-motivation have helped you in previous roles. Be ready to share specific examples that highlight your ability to manage multiple tasks effectively.
We think you need these skills to ace IFA Administrator- Guildford
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the IFA Administrator position. Understand the key responsibilities and accountabilities, as well as the skills required, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in administrative roles or client service positions. Mention specific examples where you have supported financial advisers or worked with financial products, as this will demonstrate your suitability for the role.
Showcase IT Skills: Since good IT skills are essential for this position, make sure to highlight your proficiency with relevant software, especially if you have experience with X-plan or similar systems. Provide examples of how you've used technology to improve processes or support clients.
Express Your Motivation: In your cover letter, express your enthusiasm for the opportunity to develop a career in financial advice. Mention your willingness to pursue further qualifications and how you see yourself growing within the company, which aligns with their support for career development.
How to prepare for a job interview at Coast Specialist Recruitment
✨Show Your Organizational Skills
Since the role requires a well-organized candidate, be prepared to discuss your organizational strategies. Share examples of how you've managed multiple tasks or projects in the past, especially in a fast-paced environment.
✨Demonstrate IT Proficiency
Highlight your IT skills, particularly with software relevant to the role like X-plan. If you have experience with similar systems, mention it and be ready to explain how you can quickly adapt to new technologies.
✨Understand Financial Products
Familiarize yourself with various financial products, including pensions, investments, and protection products. Being able to discuss these topics will show your commitment to developing your knowledge and supporting financial advisers effectively.
✨Express Your Career Aspirations
Since this position offers a pathway towards paraplanning, communicate your long-term career goals. Show enthusiasm for professional development and any qualifications you wish to pursue in the future.
