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- Tasks: Join us as a Part-time IFA Administrator, supporting financial advisors and managing client documentation.
- Company: Be part of a well-established financial advisory firm in Newry, Northern Ireland.
- Benefits: Enjoy a flexible hybrid work environment, company pension scheme, and team events.
- Why this job: This role offers valuable experience in finance while working in a supportive and dynamic team.
- Qualifications: Previous admin experience and proficiency in Microsoft Office 365 are essential; passion for learning is a plus.
- Other info: Flexible hours with around 20 hours per week; perfect for students or those seeking part-time work.
The predicted salary is between 18400 - 19200 £ per year.
Part-time IFA Administrator Job Type: Part-time, Permanent (20 hours per week) Location: Newry, Northen Ireland Salary: £23K-£24K pro rata About the role: We are currently looking for an IFA Administrator to join one of our well-established and highly regarded financial advisory firm based in Newry, Northern Ireland. This is a part-time position offering around 20 hours per week, with flexibility. The role is hybrid, requiring a combination of home working and office attendance. In this role, you will be responsible for providing comprehensive administrative support to financial advisors, preparing and managing client documentation and ensuring accuracy and compliance. The ideal candidate will have considerable experience within administrative support. Financial industry background is not essential, but would be beneficial. Responsibilities: * Support Financial Advisors with their workloads, including using lender portals to obtain mortgage approvals * Prepare new client packs, request customer documents to support applications and cases and client meetings * Follow up with clients, assisting them in preparing a complete set of documents * Carrying out research required to ensure full support towards the advice being given for probate, will writing, Trusts, LPA’s, Mortgages and Protection * Serve as the first point of contact for admin tasks * Conduct review checks on each case before submission and liaise with clients for any missing or additional information * Submit new applications on behalf of clients and advisers. * Perform general administrative duties such as filing, photocopying, scanning, and posting documentation * Provide regular updates to clients, ensuring all important information is communicated clearly * Input data into CRM and Excel spreadsheets * Participate in regular training, team meetings, and celebrate successes while addressing areas for improvement. Required Skills & Qualifications: * IT literate; proficient in Microsoft Office 365 (Outlook, Word, Excel). * Previous administrative experience * A genuine passion for learning and development within the financial industry * Quick learner, highly organised, and detail oriented. Benefits: * Supportive team environment * Company pension scheme * Supportive and dynamic team environment * Company events. How to apply: Please send your CV and a cover letter outlining your interest in the role and your motivation to learn and grow within the financial sector
Part-time IFA Administrator employer: Openwork Services Limited
Contact Detail:
Openwork Services Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Part-time IFA Administrator
✨Tip Number 1
Familiarize yourself with the financial advisory industry. Even if you don't have direct experience, understanding key concepts like mortgages, trusts, and client management will help you stand out during interviews.
✨Tip Number 2
Highlight your organizational skills and attention to detail. In this role, you'll be managing client documentation and ensuring compliance, so showcasing examples of how you've successfully handled similar tasks in the past can make a big difference.
✨Tip Number 3
Demonstrate your IT proficiency, especially with Microsoft Office 365. Be prepared to discuss specific tools or features you've used in previous roles that relate to data management and communication.
✨Tip Number 4
Show your enthusiasm for learning and development within the financial sector. Mention any relevant courses or training you've undertaken, or express your eagerness to participate in the company's training programs.
We think you need these skills to ace Part-time IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administrative experience and any skills that align with the responsibilities listed in the job description. Emphasize your proficiency in Microsoft Office 365 and any previous roles that required attention to detail.
Craft a Compelling Cover Letter: In your cover letter, express your genuine passion for learning and development within the financial industry. Mention specific reasons why you are interested in this role and how your background makes you a suitable candidate.
Showcase Your Organizational Skills: Provide examples in your application of how you have successfully managed multiple tasks or projects in previous roles. This will demonstrate your ability to support financial advisors effectively.
Highlight Your Communication Skills: Since the role involves regular client communication, mention any experience you have in customer service or client-facing roles. Highlight your ability to convey information clearly and follow up on important tasks.
How to prepare for a job interview at Openwork Services Limited
✨Show Your Administrative Skills
Highlight your previous administrative experience during the interview. Be ready to discuss specific tasks you've handled, such as managing documentation or supporting a team, as this will demonstrate your capability to support financial advisors effectively.
✨Demonstrate IT Proficiency
Since the role requires proficiency in Microsoft Office 365, be prepared to discuss your experience with these tools. You might even want to mention any specific projects where you utilized Excel or Word to streamline processes.
✨Express Your Willingness to Learn
The company values a genuine passion for learning and development. Share examples of how you've pursued professional growth in the past, whether through training, courses, or self-study, especially related to the financial industry.
✨Prepare Questions About the Role
Having thoughtful questions ready shows your interest in the position. Ask about the team dynamics, the types of clients you'll be working with, or how success is measured in this role. This not only helps you understand the job better but also demonstrates your enthusiasm.
