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- Tasks: Join our team to provide essential admin support for financial advisors.
- Company: Be part of a top UK independent financial advisory and wealth management firm.
- Benefits: Enjoy remote work options, competitive salary, and a range of perks.
- Why this job: Grow your skills in a supportive environment while making a real impact.
- Qualifications: No experience needed; just bring your eagerness to learn and grow.
- Other info: Full-time, permanent position based in Bromsgrove with flexible working arrangements.
The predicted salary is between 28800 - 42000 £ per year.
IFA Administrator A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Administration team. Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a business in our Bromsgrove office with remote working. You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits As an IFA Administrator you would work as a team and to provide timely and efficient administration to support the IFA’s and AFH Wealth Management’s organisational strategy. Key Responsibilities as our IFA Administrator will include: To provide efficient administrative support to a number of IFA’s Preparation of correspondence including letters and emails To be a point of contact for clients, life offices and members of the business Maintenance of all administration systems, ensuring all client data is accurate and up to date Maintenance of diary management system, ensuring daily workflow is completed in line with agreed SLA’s Assist with the management of the IFA’s portfolio of existing business Ensure appropriate documentation is scanned and attached to the relevant client records Prepare new business and review packs for IFA cl…
IFA Administrator employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarize yourself with the financial advisory industry. Understanding key terms and concepts will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join online forums to connect with people who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Highlight your organizational skills and attention to detail during conversations. As an IFA Administrator, these traits are crucial, so be ready to share examples from your past experiences.
✨Tip Number 4
Research our company culture and values. Understanding what we stand for at StudySmarter will help you align your responses and demonstrate that you’re a great fit for our team.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the IFA Administrator position. Understand the key responsibilities and required skills, so you can tailor your application to highlight relevant experiences.
Highlight Relevant Experience: Even if you don't have direct experience in financial advisory, emphasize any administrative roles or customer service experiences that demonstrate your organizational skills and ability to manage client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your eagerness to learn and grow within the organization, as well as how your skills align with their needs.
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 AFH Wealth Management
✨Show Your Enthusiasm for Learning
Since the company values a hunger for learning, make sure to express your eagerness to grow and develop within the role. Share examples of how you've pursued knowledge in the past, whether through courses, self-study, or on-the-job experiences.
✨Demonstrate Strong Communication Skills
As an IFA Administrator, you'll be preparing correspondence and acting as a point of contact for clients. Practice clear and concise communication during the interview, and consider discussing any relevant experiences where you successfully managed client interactions.
✨Highlight Your Organizational Abilities
The role requires maintaining accurate client data and managing diary systems. Be prepared to discuss your organizational skills and any tools or methods you use to stay organized, especially in a fast-paced environment.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific situations related to administration and client support. Think about potential scenarios you might face in the role and how you would approach them, demonstrating your problem-solving skills.
