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- Tasks: As an IFA Admin, you'll support financial planners and manage client communications.
- Company: Join a large Financial Advisory firm with offices across the UK.
- Benefits: Enjoy hybrid work, 31 days annual leave, and comprehensive well-being support.
- Why this job: This role offers growth opportunities in a supportive team environment.
- Qualifications: Must have at least 2 years of experience as an IFA Administrator.
- Other info: Based in the Warwick Office, with a salary up to £29k.
The predicted salary is between 25000 - 29000 £ per year.
IFA Administrator Hybrid working Salary Up to £29k This role is for you if you are an IFA Administrator with at least 2 years of experience looking for a new challenge! With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. Business This is a large Financial Advisory business that provides advice on a whole of market basis. They have offices across the UK. This role is based in the Warwick Office. Role As an IFA Admin, you will be working closely with office managers and financial planners to provide efficient, high-quality, and compliant service. During a typical day, you’ll be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports, and updating relevant back-office information. Benefits £25,000-£29,000 dependant on experience. 31 Days annual leave (Including bank holidays) Income protection from day 1. Life Insurance. Employee assistance program. Financial and personal well-being support. Virtual GP appointments. Company sick pay. Hybrid work possible. If you …
IFA Administrator employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Make sure to highlight your experience in processing new business and working with financial planners. This role requires a strong understanding of compliance, so be ready to discuss how you've ensured documentation meets regulatory standards in your previous positions.
✨Tip Number 2
Familiarize yourself with the specific tools and software commonly used in the financial advisory sector. Being able to demonstrate your proficiency with these systems during the interview can set you apart from other candidates.
✨Tip Number 3
Network with current or former employees of the company. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during the interview process.
✨Tip Number 4
Prepare to discuss your ability to work in a hybrid environment. Share examples of how you've successfully managed your time and productivity while working remotely, as this is an important aspect of 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 your relevant experience as an IFA Administrator. Focus on your skills in processing new business, client communication, and compliance to align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial advisory sector. Mention specific experiences that demonstrate your ability to provide high-quality service and support to financial planners.
Highlight Your Teamwork Skills: Since this role involves working closely with office managers and financial planners, emphasize your teamwork and collaboration skills in your application. Provide examples of how you've successfully worked in a team environment.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Finlink Ltd
✨Showcase Your Experience
Make sure to highlight your 2+ years of experience as an IFA Administrator. Be prepared to discuss specific examples of how you've processed new business and communicated with clients, as this will demonstrate your capability for the role.
✨Understand Compliance
Since compliance is a key part of the job, brush up on relevant regulations and best practices in the financial advisory sector. Being able to speak knowledgeably about compliance will show that you take the role seriously.
✨Demonstrate Team Collaboration
This role involves working closely with office managers and financial planners. Prepare to discuss how you've successfully collaborated with others in previous roles, emphasizing your ability to work as part of a team.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's growth plans and opportunities for progression. This shows your interest in the role and helps you gauge if the company aligns with your career goals.
