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For Companies At a Glance
- Tasks: Support the Central Administration Team with Intelligent Office and enhance admin processes.
- Company: Join a boutique wealth planner and asset manager in the heart of London.
- Benefits: Potential for career growth, training opportunities, and a dynamic work environment.
- Why this job: Be part of a supportive team focused on client service and operational excellence.
- Qualifications: 2-3 years in financial services, experience with Intelligent Office, and strong IT skills required.
- Other info: Opportunity to develop into a senior role within 2-3 years.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London. They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office.
Purpose of role
This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (iO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system. As part of a long-term succession plan, the role does have the potential to develop into a more senior role over a 2-3 year period.
Accountabilities:
Working closely alongside the Group Administration Manager and Data & Systems Coordinators, the role includes, but is not limited to:
Supporting the effective use of iO to ensure the highest quality client service and role efficiency for client-facing administrators
Administration support across client-facing admin teams
Training documentation and delivery
In addition, the role will encompass some of the following duties:
Experience and Qualifications:
The successful candidate will have/be:
Senior IFA Administrator - London employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator - London
✨Tip Number 1
Familiarise yourself with Intelligent Office (iO) if you haven't already. Since the role specifically requires experience with this system, consider taking online courses or tutorials to enhance your understanding and demonstrate your commitment to mastering it.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work with iO. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at Blakemore Recruitment.
✨Tip Number 3
Prepare to discuss your previous experience in administration roles within the independent financial sector. Be ready to share specific examples of how you've improved processes or supported teams, as this will showcase your ability to contribute effectively from day one.
✨Tip Number 4
Stay updated on the latest trends and regulations in the financial services industry, particularly those related to compliance and data management. This knowledge will not only help you in interviews but also show that you're proactive and well-informed about the field.
We think you need these skills to ace Senior IFA Administrator - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the financial services sector, particularly focusing on your 2-3 years of IFA administration experience and your proficiency with Intelligent Office. Use specific examples to demonstrate your skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your background aligns with the responsibilities outlined in the job description, especially your experience with data integrity and client service.
Showcase Relevant Skills: Emphasise your IT skills, particularly your proficiency in Microsoft Office and Excel. Highlight any experience you have with compliance processes and MI reporting, as these are key aspects of the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Attention to detail is crucial in this role, so make sure your application reflects that quality.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your iO Expertise
Since the role requires a solid understanding of Intelligent Office, be prepared to discuss your experience with the system in detail. Highlight specific projects or tasks where you effectively used iO to improve processes or data management.
✨Demonstrate Attention to Detail
Given the emphasis on accuracy and compliance, share examples from your previous roles that showcase your meticulous nature. Discuss how you ensure data integrity and maintain high standards in your work.
✨Prepare for Technical Questions
Expect questions related to financial services regulations and compliance. Brush up on FCA rules and be ready to explain how you've applied these in your past roles, especially in relation to administration and operations.
✨Highlight Your Training Skills
As the role involves training documentation and delivery, think of instances where you've trained others or created training materials. Be ready to discuss your approach to teaching complex systems like iO to new team members.
