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- Tasks: Join our team as an IFA Administrator, handling client communications and ensuring smooth office operations.
- Company: IDEX Consulting Ltd is dedicated to fostering an inclusive culture and supporting diverse representation.
- Benefits: Enjoy hybrid working options and a comprehensive benefits package tailored for your needs.
- Why this job: This role offers a chance to develop professional skills while making a real impact in client relations.
- Qualifications: Ideal candidates should have strong admin skills, proficiency in Microsoft Office, and a client-focused mindset.
- Other info: For more details, contact Graeme Hyland or visit our website for additional opportunities.
The predicted salary is between 24000 - 36000 £ per year.
My client is currently looking for an IFA Administrator to join their team on the Wirral. The Administration Assistant will work collaboratively within the Advice Operations function to deliver effective outcomes for both internal and external stakeholders and clients. This role is essential for maintaining efficient office operations and ensuring seamless communication within the organization.
Responsibilities:
- Process Letters of Authority and Transfer of Agencies promptly and effectively.
- Communicate with clients, third parties, and internal teams to resolve issues or provide updates on LOA status.
- Engage with providers and other third parties to ensure client activity is processed timely and effectively.
- Ensure correct documentation is provided to clients and providers, and that internal systems record all actions taken.
- Answer telephone calls, ensuring effective and compliant communication with clients, Financial Planners, or third parties.
- Issue documentation following company procedures.
- Escalate client complaints or breaches immediately to management or compliance.
- Complete system-generated tasks on time, ensuring issues are escalated as needed.
- Maintain comprehensive client information in the back-office system.
- Act on data control reports to address exceptions and prevent client or data issues.
Experience:
- Familiarity with general administrative tasks such as handling mail, scanning documents, and data entry.
- Ability to manage multiple tasks, prioritize workload, and meet deadlines efficiently.
- Professional communication skills, especially via email, for clear and effective correspondence.
- Accuracy in recording information, producing reports, and managing supplies.
- Proficiency with office software like Microsoft Office (Word, Excel, Outlook) and CRM systems.
- Experience working in a team environment.
- Demonstrate client-focused mindset and ability to multitask and prioritize workloads.
The company offers hybrid working and a comprehensive benefits package.
IFA Administrator employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
graeme.hyland@idexconsulting.com
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the specific administrative tasks mentioned in the job description, such as processing Letters of Authority and managing client communications. This will help you demonstrate your understanding of the role during any discussions.
✨Tip Number 2
Highlight your experience with office software like Microsoft Office and CRM systems in conversations or interviews. Being able to discuss how you've used these tools effectively in past roles can set you apart from other candidates.
✨Tip Number 3
Showcase your ability to multitask and prioritise workloads by preparing examples from your previous jobs. Be ready to explain how you managed competing deadlines and maintained accuracy under pressure.
✨Tip Number 4
Engage with the company’s values around diversity, equity, and inclusion. Research their initiatives and be prepared to discuss how you can contribute to fostering an inclusive workplace during your interactions with them.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the IFA Administrator position. Tailor your application to highlight relevant experience and skills that align with the role.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your administrative experience, particularly in handling tasks like data entry, communication, and document management. Use bullet points for clarity and focus on achievements.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight specific experiences that demonstrate your ability to manage multiple tasks, communicate effectively, and maintain client-focused service.
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 an administrative role.
How to prepare for a job interview at IDEX Consulting
✨Know Your Role
Make sure you understand the responsibilities of an IFA Administrator. Familiarise yourself with tasks like processing Letters of Authority and communicating with clients, as this will help you answer questions confidently.
✨Showcase Your Communication Skills
Since effective communication is key in this role, prepare examples of how you've successfully communicated with clients or team members in the past. Highlight your professional email etiquette and phone skills.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage multiple tasks and prioritise your workload. Share specific instances where you met deadlines or improved office efficiency, as this will show your ability to handle the demands of the job.
✨Familiarity with Tools
Brush up on your knowledge of Microsoft Office and any CRM systems you've used. Being able to discuss your proficiency with these tools will demonstrate that you're prepared to hit the ground running.
