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- Tasks: Support Advisers with administration and paraplanning tasks, ensuring client files are maintained.
- Company: Join a well-established IFA in Newcastle, part of a larger UK group.
- Benefits: Enjoy a competitive salary, bonuses, and opportunities for career progression.
- Why this job: Gain valuable experience in Financial Services while working in a supportive team environment.
- Qualifications: Previous experience in Financial Services is essential; strong communication skills required.
- Other info: Familiarity with Transact or Quilter Platforms is a plus.
The predicted salary is between 24000 - 32000 £ per year.
We are working with a well established IFA based in Newcastle who are looking for an experienced IFA Administrator (ideally with some exposure/experience of Paraplanning as well). This is a dual role covering Administration and Paraplanning. This firm is part of a larger group with several offices across the UK.
You will be supporting 2 Advisers alongside 2 Administrators and a Paraplanner. Opportunity to further progress and develop your career within Financial Services is available.
The role:
- Administration and maintenance of client files
- Processing new business applications using various platforms
- Ensuring that financial transactions are completed correctly and compliantly
- Assist with preparing paperwork and research for new and existing client review meetings
- Writing suitability reports
- Undertaking research and analysis
- Liaising with product and system providers
- Fee and commission reconciliation
- File audits as required
To apply:
You must have previous experience gained in Financial Services preferably within an IFA. Strong communication skills, able to demonstrate the ability to interact with colleagues and clients clearly and concisely. Customer focused, ensuring the customer is always provided with the highest possible service. Solid working experience of Word, Excel and Outlook. IO experience a distinct advantage. Experience working with Transact and/or Quilter Platforms is desirable.
For further information about this and many other great opportunities in Financial Services, please contact Synchronicity Wealth.
IFA Administrator/Paraplanner employer: Synchronicity Group
Contact Detail:
Synchronicity Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator/Paraplanner
✨Tip Number 1
Familiarise yourself with the specific platforms mentioned in the job description, such as Transact and Quilter. Having a solid understanding of these systems will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work as IFA Administrators or Paraplanners. Engaging with them can provide you with valuable insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss your previous experience in financial services in detail. Be ready to share specific examples of how you've successfully managed client files, processed applications, or written suitability reports, as this will showcase your relevant skills.
✨Tip Number 4
Demonstrate your customer-focused approach by thinking of ways you can enhance client interactions. Consider how you can ensure clients receive the highest level of service, as this is a key aspect of the role and will set you apart from other candidates.
We think you need these skills to ace IFA Administrator/Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Financial Services, particularly any roles related to IFA Administration or Paraplanning. Use specific examples that demonstrate your skills in client file management and processing applications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your strong communication skills and customer-focused approach. Mention your familiarity with Word, Excel, and Outlook, as well as any experience with Transact or Quilter Platforms.
Highlight Relevant Skills: In your application, emphasise your ability to prepare paperwork for client meetings, write suitability reports, and conduct research and analysis. These are key responsibilities of the role and should be clearly articulated.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Synchronicity Group
✨Showcase Your Financial Services Knowledge
Make sure to brush up on your knowledge of financial services, particularly in relation to IFA roles. Be prepared to discuss your previous experience and how it relates to the responsibilities outlined in the job description.
✨Demonstrate Strong Communication Skills
Since the role requires clear interaction with colleagues and clients, practice articulating your thoughts clearly. You might want to prepare examples of how you've effectively communicated in past roles.
✨Familiarise Yourself with Relevant Software
Given the emphasis on software like Word, Excel, and Outlook, ensure you can confidently discuss your proficiency with these tools. If you have experience with Transact or Quilter platforms, be ready to highlight that as well.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and customer service focus. Think of scenarios where you had to handle client queries or resolve issues, and be ready to explain your approach.
