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- Tasks: Support Financial Advisors with administrative tasks and client queries.
- Company: Join a growing company with exciting plans and a people-focused culture.
- Benefits: Enjoy hybrid work options and opportunities for personal development.
- Why this job: Be part of a team that values your contributions and supports your career growth.
- Qualifications: Experience as an Administrator in a financial planning firm is required.
- Other info: Open to supporting your development into various areas like paraplanning or management.
The predicted salary is between 28800 - 42000 £ per year.
This hybrid, IFA Administrator job near Reading is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service. As an IFA Administrator, you will be focused on undertaking efficient administrative support. Your responsibilities will include: Processing and chasing new business Obtaining illustrations, projections and valuations Answering and assisting with client queries Accurately update and maintain information on their back office system Prepare documents for suitability reports Liaise with clients and providers Prepare client meeting packs The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management etc. IFA Administrator Requirements You should have experience as an Administrator within a financial planning firm You should have good knowledge of financial planning processes an…
IFA Administrator employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarize yourself with the specific financial planning processes and tools used in the industry. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with current IFA Administrators or professionals in the financial planning sector. Engaging with them can provide valuable insights into the role and may even lead to referrals within our company.
✨Tip Number 3
Showcase your organizational skills and attention to detail in any discussions or interviews. These qualities are crucial for efficiently managing administrative tasks and supporting Financial Advisors effectively.
✨Tip Number 4
Be prepared to discuss your career aspirations and how you envision your growth within the company. We value individuals who are eager to develop and progress, so expressing your goals can make a positive impression.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the IFA Administrator position. Understand the key responsibilities and requirements, so you can tailor your application to highlight relevant experience.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience as an Administrator within a financial planning firm. Mention specific tasks you've handled that align with the responsibilities listed in the job description.
Showcase Your Skills: Demonstrate your knowledge of financial planning processes and administrative support in your application. Use examples to illustrate how your skills can contribute to the team's success.
Personalize Your Cover Letter: Write a personalized cover letter that reflects your enthusiasm for the role and the company. Mention why you are interested in this specific position and how it aligns with your career goals.
How to prepare for a job interview at Premier Jobs UK Limited
✨Show Your Financial Knowledge
Make sure to brush up on your understanding of financial planning processes. Be prepared to discuss how you've applied this knowledge in your previous roles, as it will demonstrate your capability to support the Financial Advisors effectively.
✨Highlight Your Administrative Skills
Since the role focuses heavily on administrative support, be ready to share specific examples of how you've efficiently managed tasks like processing new business or maintaining back office systems in your past positions.
✨Demonstrate Client Interaction Experience
Prepare to talk about your experience in handling client queries and liaising with clients and providers. This will show that you can maintain a high level of service and communication, which is crucial for the role.
✨Express Your Career Aspirations
The company values growth and development, so don't hesitate to share your career goals. Discussing your interest in areas like paraplanning or compliance can show your enthusiasm for the role and your desire to contribute to the team's success.
