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- Tasks: Support Financial Advisers and Paraplanners with administrative tasks and client queries.
- Company: Join a growing IFA/Wealth Management firm in Taunton known for its exciting growth.
- Benefits: Earn up to £38K plus bonuses, with potential for hybrid work in the future.
- Why this job: Be part of a collaborative team during a transformative period in a reputable company.
- Qualifications: Experience in an IFA role, strong admin skills, and proficiency in Intelligent Office required.
- Other info: Apply early as interviews are ongoing; we prioritise your comfort and accessibility.
The predicted salary is between 30000 - 42000 £ per year.
A growing IFA/ Wealth Management firm based in Taunton is seeking an experienced IFA Administrator, paying up to £38,000 plus bonus and benefits, to join their ambitious team. This is an amazing opportunity for someone looking to join a well-known company during a period of exciting change and growth!
You will be required to work in collaboration with Financial Advisers and Paraplanners to process new and existing business, while also providing full administrative support in accordance with the firm's administrative processes and FCA Regulations.
Duties will include the following:
- Client Reviews
- Processing of new business
- Preparation of Compliance/ Provider documentation
- Fund Switches
- Plan Withdrawals
- Obtaining fund values from Providers
- Answering client queries
The ideal candidate will come from an IFA background and will be looking to further their career in this industry. You will be proficient in administrative tasks, possess excellent time management skills, and have a keen eye for detail. You must have used Intelligent Office experience and be confident using it.
If you are looking for a new career within IFA and would like to join a collaborative and supportive company that will progress your career, then please do apply directly to the advert.
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Contact Detail:
Tate West End Temp Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with Intelligent Office, as it's a key requirement for the IFA Administrator role. Consider taking an online course or tutorial to enhance your skills and demonstrate your proficiency during the interview.
✨Tip Number 2
Network with professionals in the IFA and Wealth Management sectors. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the company culture at StudySmarter.
✨Tip Number 3
Prepare to discuss your experience with compliance and regulatory processes in detail. Be ready to provide examples of how you've ensured adherence to FCA regulations in your previous roles.
✨Tip Number 4
Showcase your time management and organisational skills by preparing a brief overview of how you prioritise tasks and manage multiple responsibilities. This will highlight your ability to thrive in a fast-paced environment.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the IFA Administrator position. Tailor your application to highlight relevant experience and skills that match what the company is looking for.
Highlight Relevant Experience: Emphasise your previous experience in an IFA or Wealth Management environment. Mention specific tasks you've handled, such as client reviews, processing new business, or using Intelligent Office, to demonstrate your suitability for the role.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your enthusiasm for the position and the company. Explain why you want to join their team and how your skills can contribute to their growth during this exciting period.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the IFA Administrator role.
How to prepare for a job interview at Tate West End Temp
✨Know Your IFA Basics
Make sure you brush up on your knowledge of Independent Financial Advisers and the specific regulations that govern them. Understanding the role of an IFA Administrator and the processes involved will show your commitment and readiness for the position.
✨Familiarise Yourself with Intelligent Office
Since experience with Intelligent Office is a must, take some time to review its features and functionalities. Being able to discuss how you've used it in past roles or how you plan to utilise it effectively can set you apart from other candidates.
✨Prepare for Client Queries
Think about common client queries you might encounter in this role and prepare thoughtful responses. Demonstrating your ability to handle client concerns with confidence will highlight your customer service skills.
✨Showcase Your Attention to Detail
As an IFA Administrator, attention to detail is crucial. Be ready to provide examples from your previous work where your keen eye for detail made a difference, whether in processing documents or ensuring compliance.
