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- Tasks: Join our team as an IFA Administrator, managing client documentation and ensuring compliance.
- Company: Work with a respected Wealth Management Practice in Glasgow's financial district.
- Benefits: Enjoy hybrid working, private medical insurance, life assurance, and a generous holiday package.
- Why this job: This role offers career progression in a fun, stable environment with a focus on inclusion.
- Qualifications: Previous experience in an IFA environment is essential for this position.
- Other info: We value diversity and are committed to creating equitable pathways for all employees.
My client is a successful and highly respected national Wealth Management Practice in Glasgow. They are currently looking for an experienced Client Administrator to join their team. Beautiful offices in the heart of the financial services district, they offer brilliant career progression and working within a stable and fun environment. Hybrid working THE ROLE Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards Process all business in accordance with required process Assess clients file documentation in accordance with compliance requirements Identify and correct remedial actions as required Be aware and act upon any compliance issues; complete documentation required Accurately record all client facing time Coordinate billing of fees with Wealth Adviser for invoicing Request policy information from product providers/3rd Party/ via email/fax/telephone Coordinate and produce client valuations Develop and maintain effective relationships with clients, colleagues and 3rd party's Previous experience in an IFA environment is essential. Salary & Benefits: Competitive salary Private medical insurance Life assurance Pension contribution Generous holiday package Option to purchase additional holidayVisit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways
IFA Administrator (Glasgow) employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator (Glasgow)
✨Tip Number 1
Familiarize yourself with the specific compliance requirements and processes relevant to the IFA sector. Understanding these will not only help you in the role but also demonstrate your commitment and knowledge during the interview.
✨Tip Number 2
Network with professionals already working in wealth management or IFA roles. Engaging with them can provide insights into the company culture and expectations, which can be invaluable when preparing for your application.
✨Tip Number 3
Highlight any previous experience you have in client administration or similar roles. Be ready to discuss specific examples of how you've maintained compliance and managed client relationships effectively.
✨Tip Number 4
Research the company’s values and mission, especially their focus on diversity, equity, and inclusion. Being able to articulate how your personal values align with theirs can set you apart from other candidates.
We think you need these skills to ace IFA Administrator (Glasgow)
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the IFA Administrator position. Understand the key responsibilities and required skills, especially the importance of compliance and client relationship management.
Tailor Your CV: Customize your CV to highlight relevant experience in an IFA environment. Emphasize your ability to manage workloads, ensure compliance, and maintain effective relationships with clients and colleagues.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that align with the job requirements, such as processing business in accordance with compliance or coordinating client valuations.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at IDEX Consulting
✨Understand the Role
Make sure you have a clear understanding of the IFA Administrator role and its responsibilities. Familiarize yourself with the core systems and compliance requirements mentioned in the job description, as this will help you demonstrate your knowledge during the interview.
✨Showcase Your Experience
Highlight your previous experience in an IFA environment. Be prepared to discuss specific examples of how you've maintained compliance, prioritized workloads, and developed relationships with clients and colleagues.
✨Prepare Questions
Think of insightful questions to ask about the company culture, team dynamics, and career progression opportunities. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Emphasize Communication Skills
Since the role involves coordinating with clients and third parties, emphasize your communication skills. Be ready to provide examples of how you've effectively communicated in previous roles, especially in challenging situations.
