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- Tasks: Support financial advisors and ensure smooth operations in a wealth management firm.
- Company: Join a leading wealth management firm with a strong reputation for excellence.
- Benefits: Competitive salary, supportive team, and opportunities for professional growth.
- Why this job: Make a real impact on clients' financial well-being while developing your career.
- Qualifications: Minimum 2 years in an IFA background with excellent communication skills.
- Other info: Inclusive recruitment process; we support candidates of all backgrounds.
The predicted salary is between 31000 - 43400 £ per year.
Are you a skilled administrator with experience in the wealth management industry? Are you passionate about providing exceptional customer service and making a difference in people's financial lives? If so, we have an exciting opportunity for you!
Our client, a leading wealth management firm, is seeking an IFA Administrator to join their dynamic team. With their commitment to excellence and their dedication to helping clients achieve their financial goals, our client has built a strong reputation in the industry. This is a fantastic chance to join their team and contribute to their continued success.
As an IFA Administrator, you will play a crucial role in supporting the firm's financial advisors and ensuring the smooth operations of their practice. Your excellent telephone manner and experience in IO will be key in handling client inquiries, managing appointments, and maintaining accurate records. With your exceptional organisational skills and attention to detail, you will ensure that the advisor's day-to-day tasks are efficiently handled, allowing them to focus on providing top-notch financial advice to their clients.
Key responsibilities:- Provide excellent customer service by answering client inquiries and addressing their needs promptly and professionally
- Manage the advisors' calendars and schedule client meetings, ensuring efficient use of their time
- Prepare and submit accurate client documentation, ensuring compliance with industry regulations
- Process new business applications and follow up with providers to ensure timely completion
- Maintain client records and databases, ensuring accuracy and confidentiality
- Support the advisors in preparing client reviews and presentations by gathering relevant information and materials
- Collaborate with internal teams such as compliance and operations to ensure smooth operations and compliance with industry standards
To be successful in this role, you must have a minimum of 2 years of experience in an IFA background. You should also have excellent communication skills and a friendly yet professional telephone manner. Proficiency in using IO systems is essential to efficiently handle client inquiries and tasks.
Our client offers a competitive salary of £31,000 per annum for this full-time, permanent position. In addition, you will have the opportunity to work with a supportive and collaborative team that values professional growth and development.
Don't miss this opportunity to join a prestigious wealth management firm and make an impact on people's financial well-being. Apply now with your updated CV, and let's take the first step towards a rewarding career in the finance industry!
Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
IFA Administrator in Stockport employer: Adecco
Contact Detail:
Adecco Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Stockport
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management industry and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them that you’re not just another candidate, but someone who genuinely cares about their mission to help clients achieve financial goals. Tailor your answers to reflect how your skills align with their needs.
✨Tip Number 3
Practice your telephone manner! Since you'll be handling client inquiries, it’s crucial to sound friendly and professional. Grab a friend and do some mock calls to get comfortable with answering questions and managing appointments.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s get you on the path to that IFA Administrator role!
We think you need these skills to ace IFA Administrator in Stockport
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the wealth management industry. We want to see how your skills align with the IFA Administrator role, so don’t be shy about showcasing your relevant achievements!
Show Off Your Customer Service Skills: Since this role is all about providing exceptional customer service, we recommend including specific examples of how you've gone above and beyond for clients in your application. It’ll help us see your passion for making a difference!
Be Detail-Oriented: Attention to detail is key in this role, so make sure your application is free from typos and errors. We appreciate a polished presentation, as it reflects your organisational skills and professionalism.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Let’s get started on your journey with us!
How to prepare for a job interview at Adecco
✨Know Your Stuff
Make sure you brush up on your knowledge of the wealth management industry. Familiarise yourself with common terms and practices, especially those related to IFA roles. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you provided exceptional customer service. Think about specific situations where you went above and beyond for a client. This will demonstrate your ability to handle inquiries professionally and effectively, which is crucial for this role.
✨Be Organised and Detail-Oriented
Since the role requires excellent organisational skills, consider bringing a planner or digital calendar to the interview. Discuss how you manage your time and keep track of tasks. This will highlight your ability to support advisors efficiently and maintain accurate records.
✨Practice Your Telephone Manner
Given the importance of a friendly yet professional telephone manner, practice answering common interview questions over the phone. You could even record yourself to evaluate your tone and clarity. This will help you feel more comfortable when discussing client inquiries during the interview.
