Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist with admin tasks like scheduling, filing, and client queries.
- Company: Join Nelson Scott, a dynamic firm in the financial sector.
- Benefits: Enjoy flexible working hours and a supportive team environment.
- Why this job: Gain valuable experience in a fast-paced office while making a real impact.
- Qualifications: Strong organisational skills and attention to detail are essential.
- Other info: This role is perfect for those looking to kickstart their career in finance.
The predicted salary is between 24000 - 36000 £ per year.
Job Description
- Answer and transfer telephone calls or take messages
- Schedule appointments and receive customers or visitors
- Maintain office filing
- Information gathering and management
- General photocopying and scanning
- Sort and deliver incoming mail and send outgoing mail
- Create and maintain client records and databases
- Deal with client queries
- Liaise with our back office for account maintenance, payments & updates
- Typing - reports and correspondence
- Stationery / supplies ordering
- Processing new business applications
- Speaking with providers to obtain information relating to clients' policies
- Sending letters of authority to providers
Key Skills
- Organisation and planning
- Work and time management
- Verbal and written communication skills
- Attention to detail
- Knowledge of administrative & clerical procedures
IFA Administrator/Assistant employer: Nelson Scott
Contact Detail:
Nelson Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator/Assistant
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly in relation to Independent Financial Advisers (IFAs). Understanding the terminology and processes will help you communicate effectively during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend local events or join online forums where you can connect with IFAs and other administrators. This could lead to valuable insights and potential job referrals.
✨Tip Number 3
Demonstrate your organisational skills by preparing a mock schedule or filing system that showcases how you would manage client records and appointments. This practical example can impress interviewers and show your proactive approach.
✨Tip Number 4
Research Nelson Scott and their specific needs as an employer. Tailor your conversation during interviews to highlight how your skills align with their requirements, especially in areas like client communication and administrative support.
We think you need these skills to ace IFA Administrator/Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the IFA Administrator/Assistant role. Focus on your organisational skills, attention to detail, and any previous administrative experience.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your ability to manage client queries, schedule appointments, and maintain office filing. Show enthusiasm for the role and how you can contribute to the team.
Highlight Relevant Skills: In your application, emphasise key skills such as verbal and written communication, time management, and knowledge of administrative procedures. Use examples from past experiences to demonstrate these skills.
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 for this role.
How to prepare for a job interview at Nelson Scott
✨Showcase Your Organisational Skills
As an IFA Administrator/Assistant, organisation is key. Be prepared to discuss specific examples of how you've managed multiple tasks or projects in the past. Highlight any tools or methods you use to stay organised.
✨Demonstrate Attention to Detail
This role requires a keen eye for detail. During the interview, mention instances where your attention to detail made a significant difference in your work. You could also prepare to discuss how you ensure accuracy in tasks like data entry or report writing.
✨Prepare for Client Interaction Scenarios
Since you'll be dealing with client queries, think about how you would handle various situations. Prepare to role-play potential scenarios during the interview, showcasing your communication skills and problem-solving abilities.
✨Familiarise Yourself with Administrative Procedures
Brush up on common administrative and clerical procedures relevant to the financial sector. Being knowledgeable about these processes will not only impress your interviewers but also show that you're serious about the role.
