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- Tasks: Join our team as an IFA Administrator, handling client queries and supporting daily operations.
- Company: We're a dynamic Financial Planning practice based in Leatherhead, dedicated to client success.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth and development.
- Why this job: Be part of a key role in financial planning, making a real impact on clients' lives.
- Qualifications: Previous experience in a Financial Planning practice and knowledge of Intelliflo office is essential.
- Other info: Ideal for those passionate about finance and looking to grow in a supportive team.
The predicted salary is between 30000 - 42000 £ per year.
We are currently recruiting for a Financial Planning practice based in Leatherhead who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelliflo office.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
Key Requirements and Skills:- General Administration duties
- Handling incoming mail, scanning, filing
- Arranging client meetings
- Preparing client files for meetings
- Processing new business
- Maintaining client files, database management
- Corresponding with clients
- The updating of fact finds and AML checks
- Preparing valuations
- Obtaining quotations
- Liaising with providers
It is essential that the candidate is IT literate with good working knowledge of Microsoft Office suite. A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service.
Experience in the use of document management systems is an advantage as is the use of financial planning software like Intelligent Office. Ideally, the successful candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications.
IFA Administrator employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with Intelliflo Office, as it's a key requirement for the role. Consider taking online tutorials or courses to boost your confidence and demonstrate your commitment to mastering this software.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work with IFA firms. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the role.
✨Tip Number 3
Brush up on your communication skills, as you'll be dealing with clients and providers regularly. Practise clear and professional communication, both verbal and written, to ensure you can handle client queries effectively.
✨Tip Number 4
Showcase your experience in administration and client management during interviews. Prepare specific examples of how you've successfully handled similar tasks in previous roles to highlight your suitability for the position.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience in a Financial Planning practice. Emphasise your familiarity with Intelliflo office and any relevant financial planning qualifications.
Craft a Strong Cover Letter: Write a cover letter that showcases your confidence and professionalism. Mention specific examples of how you've handled client queries and supported administration tasks in your previous roles.
Highlight IT Skills: Since the role requires good IT literacy, be sure to mention your proficiency with Microsoft Office and any experience with document management systems or financial planning software like Intelligent Office.
Showcase Teamwork and Communication: In your application, provide examples of how you've worked effectively as part of a team and communicated with clients and providers. This will demonstrate your ability to provide elite service as required by the role.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Experience
Make sure to highlight your previous experience in a Financial Planning practice. Be prepared to discuss specific tasks you've handled, especially those related to administration duties like processing new business and maintaining client files.
✨Demonstrate IT Proficiency
Since the role requires good IT skills, be ready to talk about your experience with Microsoft Office and any document management systems you've used. If you have experience with Intelliflo or similar financial planning software, mention it!
✨Prepare for Client Interaction Scenarios
As this role involves dealing with client queries, think of examples where you've successfully managed client communications. Practice how you would handle common client questions or issues to show your confidence and professionalism.
✨Emphasise Teamwork and Communication Skills
This position is part of an administration team, so it's important to convey your ability to work well with others. Share examples of how you've collaborated with colleagues or liaised with providers to deliver excellent service.
