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- Tasks: Support Independent Financial Advisers with client enquiries and meeting arrangements.
- Company: Join a reputable Independent Financial Adviser firm in Boston, Lincolnshire.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Be part of a team that values high-quality customer service and teamwork.
- Qualifications: Experience in a financial advisory role is essential; strong IT skills required.
- Other info: Equal opportunities employer; apply today for a confidential discussion.
The predicted salary is between 28800 - 43200 £ per year.
My client is a well-known Independent Financial Adviser firm based in Boston, Lincolnshire and they are looking for a Senior IFA Administrator to provide support to a team of Independent Financial Advisers from their Boston office. You will need experience of working within a Financial Advisor firm as an Administrator to be considered.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients. Our client has a strong focus on delivering a high quality of customer service which they pride themselves on.
The successful candidate will ideally be qualified with some financial planning qualifications, although this isn’t essential. You must be comfortable working under pressure to meet deadlines and can use your own initiative as well as working without close supervision. Excellent IT skills, particularly Microsoft Office are also essential, and it would be desirable to have experience of relevant IFA back-office systems and platforms.
Responsibilities include:
- Day to Day client and provider enquiries
- Arranging meetings for the financial adviser
- Preparing literature for client meetings, including reports and valuations
- Inputting new business and maintaining client records on back-office systems in line with company and FCA compliance regulations.
Don’t delay, apply today for a confidential discussion.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
IFA Administrator employer: O'loughlin Recruitment Ltd
Contact Detail:
O'loughlin Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the specific IFA back-office systems and platforms mentioned in the job description. If you have experience with any similar systems, be ready to discuss how that knowledge can transfer to this role.
✨Tip Number 2
Highlight your interpersonal skills during any discussions or interviews. Since the role requires effective communication with both colleagues and clients, think of examples where you've successfully navigated challenging conversations or built strong relationships.
✨Tip Number 3
Prepare to demonstrate your ability to work under pressure. Consider sharing specific instances where you met tight deadlines or managed multiple tasks simultaneously, as this will show you can thrive in a fast-paced environment.
✨Tip Number 4
Research the company’s focus on customer service. Be ready to discuss how you can contribute to maintaining and enhancing their high standards, perhaps by sharing your own experiences in delivering exceptional service.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in a financial advisory firm, focusing on your administrative skills and any relevant qualifications. Use keywords from the job description to demonstrate that you meet the requirements.
Craft a Strong Cover Letter: Write a cover letter that showcases your interpersonal skills and ability to work under pressure. Mention specific examples of how you've successfully supported a team in the past and your commitment to delivering high-quality customer service.
Highlight IT Proficiency: Since excellent IT skills are essential for this role, be sure to mention your proficiency in Microsoft Office and any experience with IFA back-office systems. Provide examples of how you've used these tools effectively in previous roles.
Follow Up: After submitting your application through our website, consider sending a polite follow-up email if you haven't heard back within a week. This shows your enthusiasm for the position and keeps you on their radar.
How to prepare for a job interview at O'loughlin Recruitment Ltd
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial products and services. Even if you don't have formal qualifications, demonstrating your knowledge during the interview can set you apart from other candidates.
✨Emphasise Teamwork Skills
Since the role requires strong interpersonal skills and teamwork, be prepared to share examples of how you've successfully collaborated with colleagues in previous roles. Highlight any specific situations where your teamwork made a positive impact.
✨Demonstrate IT Proficiency
As excellent IT skills are essential, be ready to discuss your experience with Microsoft Office and any relevant IFA back-office systems. If possible, provide examples of how you've used these tools to improve efficiency or accuracy in your work.
✨Prepare for Client Interaction Scenarios
Given the client-facing nature of the role, think about potential scenarios you might encounter when dealing with clients. Prepare to discuss how you would handle inquiries or resolve issues, showcasing your customer service skills.
