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- Tasks: Support financial advisers and ensure clients receive top-notch service.
- Company: Dynamic firm with a focus on growth and excellent company values.
- Benefits: Competitive salary, structured training, and career progression opportunities.
- Other info: Bright office environment in Cheltenham with a strong focus on teamwork.
- Why this job: Join a fast-paced team and make a real impact in the financial sector.
- Qualifications: Experience in IFA support and knowledge of mortgages, investments, and pensions.
Our client provides specialist knowledge and expertise to their customers, as well as upholding excellent company values. They are now recruiting for ambitious and conscientious individuals to join their team on a full-time, permanent basis from their bright and welcoming offices in Cheltenham.
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 full structured training programme will be provided; however, you must have prior understanding of Mortgages, Protection, Investments, and Pensions. Our client provides rewarding progression opportunities and support with industry-specific qualifications, which will enable you to further your career.
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
- Experience working within a similar IFA support role
- Excellent administration skills
- Strong attention to detail
- Ability to work solely or as part of a team
- Good time management skills
Hours: Monday to Friday, 9am to 5pm
Salary: Up to £30,000 per annum, depending on experience
Senior IFA Administrator in Cheltenham employer: Anderson Recruitment
Contact Detail:
Anderson Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who might know about opportunities at firms like our client's. A friendly chat can sometimes lead to a job offer before it even gets advertised!
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their growth plans.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to your experience with Mortgages, Protection, Investments, and Pensions. We want you to feel confident and ready to impress!
✨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 that extra step to connect with us directly.
We think you need these skills to ace Senior IFA Administrator in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles related to IFA support, especially in areas like Mortgages, Protection, Investments, and Pensions.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've supported financial advisers in the past and how you can contribute to our team's success.
Showcase Your Attention to Detail: Since this role requires strong attention to detail, make sure your application is free from typos and errors. A well-organised application shows us that you take pride in your work!
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 with our client.
How to prepare for a job interview at Anderson Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of Mortgages, Protection, Investments, and Pensions. The interviewers will likely ask you specific questions about these areas, so being well-prepared will show that you're serious about the role.
✨Show Your Team Spirit
Since this role involves working closely with independent financial advisers, be ready to discuss examples of how you've successfully collaborated in a team before. Highlighting your ability to support others will resonate well with the company's values.
✨Be Detail-Oriented
Given the importance of maintaining accurate records and compliance in this position, be prepared to demonstrate your attention to detail. You could mention past experiences where your meticulousness made a difference in your work.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company’s growth plans and training programmes. This shows your enthusiasm for the role and your desire to grow alongside the company.