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For Companies At a Glance
- Tasks: Support Financial Planners with administration and client documentation.
- Company: Join a reputable financial advisory firm known for its excellent service.
- Benefits: Enjoy competitive salary, bonuses, and flexible working options.
- Why this job: Be part of a growing team that values your skills and offers career development.
- Qualifications: Experience in financial services is preferred; strong communication skills are essential.
- Other info: Opportunity for hybrid working to fit your lifestyle.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team.
Responsibilities:
- Providing administration and planning support to Financial Planners and a professional service to new and existing clients
- Undertake client valuations and preparing documentation ahead of client reviews
- Liaising with insurers / providers for new business quotations and updating software accordingly
- Ensuring all client records are kept up to standard and all relevant checks etc are completed
Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks.
In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Contact Detail:
Switch Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in wealth management and financial services. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a rapidly evolving industry.
✨Tip Number 2
Network with professionals in the financial advisory sector. Attend industry events or join relevant online forums to connect with current IFA Administrators. These connections can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss specific software tools and systems used in financial administration. Being able to talk confidently about your experience with these tools will set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 4
Demonstrate your organisational skills by preparing examples of how you've managed multiple tasks in previous roles. Be ready to share specific scenarios where you successfully prioritised tasks and met deadlines, as this is crucial for the Senior IFA Administrator role.
We think you need these skills to ace Senior IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management and financial services administration. Emphasise any relevant qualifications, technical knowledge of pensions, investments, and protection, as well as your communication skills.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Explain how your previous experience aligns with the role and demonstrate your understanding of the financial advisory sector.
Showcase Relevant Experience: In your application, provide examples of how you've successfully supported Financial Planners or managed client records. Highlight any instances where you've liaised with insurers or prepared documentation for client reviews.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to ensure there are no spelling or grammatical 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 Switch Recruitment
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of pensions, investments, and protection products. Be prepared to discuss specific examples from your previous experience that demonstrate your technical expertise in these areas.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Prepare to discuss how you would handle client valuations and documentation preparation, as well as how you would liaise with insurers and providers.
✨Demonstrate Strong Communication Skills
Since good verbal and written communication skills are essential, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so ensure you can do this in a straightforward manner.
✨Highlight Your Multitasking Abilities
The role requires managing multiple tasks simultaneously. Be ready to provide examples of how you've successfully juggled various responsibilities in past positions, showcasing your organisational skills and ability to prioritise effectively.
