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- Tasks: Support the Central Administration Team with Intelligent Office and client-facing admin tasks.
- Company: Join a boutique wealth planner and asset manager in Marlow, specializing in employee benefits.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Be part of a dynamic team that values efficiency and client relationships.
- Qualifications: Good understanding of Intelligent Office is essential; experience in administration is a plus.
- Other info: This role offers a chance to develop your skills in a supportive setting.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in Marlow. They are currently looking to recruit a Senior IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office. Purpose of role This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system. Key Tasks: Opening and sorting daily post on a rota Sending daily post on a rota Answering the telephone and directing calls, taking and passing on messages Liaising with clients, insurance companies and advisers via e-mail, telephone and in person when clients visit the office Developing and building relationships with clients Preparation and submission of new business applications, including obtaining illustrations/quotations, product literature, fund/transfer values from insurance companies and chasing new business transactions ensuring they are completed smoothly and speedily Maintenance of client records using Iress (inputting new business, updating client investments) Scanning documentation
Senior IFA Administrator - Marlow employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator - Marlow
✨Tip Number 1
Familiarize yourself with Intelligent Office (IO) before applying. Since the role requires a good understanding of this system, having hands-on experience or completing relevant online tutorials can give you an edge during the interview.
✨Tip Number 2
Network with current or former employees in similar roles. They can provide insights into the company culture and specific expectations for the Senior IFA Administrator position, which can help you tailor your approach.
✨Tip Number 3
Prepare to discuss your experience with client relationship management. Highlight specific examples where you've successfully built relationships with clients, as this is a key aspect of the role.
✨Tip Number 4
Showcase your organizational skills during the interview. The role involves managing various tasks like sorting post and maintaining client records, so be ready to share how you prioritize and manage your workload effectively.
We think you need these skills to ace Senior IFA Administrator - Marlow
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Senior IFA Administrator position. Highlight the key responsibilities and required skills, especially your understanding of Intelligent Office, as this will be crucial in your application.
Tailor Your CV: Customize your CV to reflect your experience with back-office systems, client relationship management, and any relevant project work. Use specific examples that demonstrate your ability to maintain data integrity and support administrative processes.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your skills align with the key tasks listed in the job description, particularly your experience in liaising with clients and managing documentation.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is essential for the Senior IFA Administrator role.
How to prepare for a job interview at Blakemore Recruitment
✨Show Your Knowledge of Intelligent Office
Make sure to highlight your understanding and experience with Intelligent Office during the interview. Be prepared to discuss how you've used it in previous roles and any specific projects you've worked on that involved this system.
✨Demonstrate Strong Communication Skills
Since the role involves liaising with clients, insurance companies, and advisers, it's crucial to showcase your communication skills. Prepare examples of how you've effectively communicated in past positions, especially in challenging situations.
✨Emphasize Your Attention to Detail
The position requires maintaining client records and ensuring data integrity. Be ready to discuss how you ensure accuracy in your work and provide examples of how your attention to detail has positively impacted your previous roles.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and how you handle administrative tasks. Think of specific instances where you've successfully managed similar responsibilities and be ready to share those experiences.
