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- Tasks: Support financial advisers and ensure clients receive top-notch service in a dynamic role.
- Company: Join a reputable firm known for its expertise and strong company values in Cheltenham.
- Benefits: Enjoy hybrid working options, structured training, and opportunities for salary increases with qualifications.
- Why this job: Be part of a growing team with excellent career progression and a vibrant office culture.
- Qualifications: Experience in financial services is essential; knowledge of mortgages, investments, or pensions is a plus.
- Other info: Full-time role with a supportive team environment and a focus on professional development.
The predicted salary is between 18000 - 42000 £ per year.
Our client who provides specialist knowledge and expertise to their customers, as well as upholding excellent company values, are now recruiting for an ambitious and conscientious individual to join their close-knit and very successful team. This will be on a full time, permanent basis from their bright and welcoming offices in Cheltenham (hybrid after probation). You will provide support to the independent financial advisers within the company to ensure that their clients are given a high level of continuing service. This is a varied and fast-paced position so you must be willing to get stuck in and work as part of a team to support the advisors as necessary. They have excellent growth plans for the future and are looking for individuals to grow alongside this. A fully structured training programme will be provided however, you must hold experience working within the financial services sector; if you do have knowledge of Mortgages, Protection, Investments or Pensions this is advantageous. Our client provides rewarding progression opportunities which will enable you to further your career plus salary increases with certificates passed.
Responsibilities:
- Processing applications via different provider platforms
- Maintaining and updating database with relevant policy information
- Corresponding with providers across the market (in relation to investment, pension, protection and mortgage products)
- Issuing documents to clients
- Producing and updating client reports
- Drafting suitability reports for advisers
- Ensuring all records are kept up to date and compliant
- Handling incoming queries and outgoing calls to other providers and clients
Candidate Attributes:
- Experience working within the financial services sector
- Strong attention to detail
- Ability to work solely or as part of a team
- Good time management skills
Hours: Monday – Friday - 9am – 5pm (Hybrid working option available after completion of probation period)
Salary: Up to £30k per annum, depending on experience
IFA Team Administrator – Hybrid - Career Opportunity employer: Anderson Recruitment Ltd
Contact Detail:
Anderson Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Team Administrator – Hybrid - Career Opportunity
✨Tip Number 1
Familiarise yourself with the financial services sector, especially in areas like Mortgages, Protection, Investments, and Pensions. This knowledge will not only help you understand the role better but also impress the interviewers with your industry insight.
✨Tip Number 2
Highlight your attention to detail during any discussions or interviews. Since the role involves maintaining accurate records and compliance, demonstrating your meticulous nature can set you apart from other candidates.
✨Tip Number 3
Prepare examples of how you've successfully worked in a team environment or managed your time effectively in previous roles. This will showcase your ability to thrive in a fast-paced setting, which is crucial for this position.
✨Tip Number 4
Research the company’s values and growth plans. Being able to discuss how your personal values align with theirs and how you can contribute to their future success will demonstrate your genuine interest in the role and the organisation.
We think you need these skills to ace IFA Team Administrator – Hybrid - Career Opportunity
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the financial services sector. Emphasise any relevant roles or responsibilities that align with the job description, particularly those related to processing applications and maintaining databases.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific skills that make you a good fit, such as attention to detail and time management, and how they will benefit the team of independent financial advisers.
Highlight Relevant Experience: In your application, clearly outline any experience you have with mortgages, protection, investments, or pensions. This will demonstrate your understanding of the industry and your ability to contribute effectively from day one.
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 this role.
How to prepare for a job interview at Anderson Recruitment Ltd
✨Showcase Your Financial Services Experience
Make sure to highlight your previous experience in the financial services sector during the interview. Be prepared to discuss specific roles and responsibilities you've had, especially if they relate to mortgages, protection, investments, or pensions.
✨Demonstrate Attention to Detail
Since this role requires strong attention to detail, be ready to provide examples of how you've successfully managed tasks that required precision. You might mention any systems or processes you used to ensure accuracy in your work.
✨Emphasise Teamwork and Collaboration
This position involves working closely with independent financial advisers, so it's important to convey your ability to work as part of a team. Share experiences where you collaborated effectively with others to achieve common goals.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and time management abilities. Think of situations where you had to prioritise tasks or handle multiple queries simultaneously, and be ready to explain your approach.
