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- Tasks: Support financial advisers by processing applications and maintaining client records.
- Company: Join a dynamic team known for their expertise and strong company values in Cheltenham.
- Benefits: Enjoy hybrid working options, structured training, and opportunities for salary increases.
- Why this job: Be part of a growing company with a supportive culture and rewarding career progression.
- Qualifications: Experience in financial services is essential; knowledge of mortgages, investments, or pensions is a plus.
- Other info: Full-time role with a friendly team atmosphere and bright office environment.
The predicted salary is between 24000 - 36000 £ 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! in Cheltenham employer: Anderson Recruitment
Contact Detail:
Anderson Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Team Administrator Hybrid - Career Opportunity! in Cheltenham
✨Tip Number 1
Familiarise yourself with the financial services sector, especially in areas like Mortgages, Protection, Investments, and Pensions. This knowledge will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 2
Network with professionals already working in the financial services industry. Attend local events or join online forums to connect with others who can provide insights and potentially refer you to opportunities within their organisations.
✨Tip Number 3
Prepare to discuss your previous experience in detail, particularly how it relates to supporting financial advisers. Think of specific examples where you've demonstrated strong attention to detail and effective time management skills.
✨Tip Number 4
Show enthusiasm for the company's growth plans and express your desire to grow alongside them. Highlighting your ambition and willingness to learn can set you apart from other candidates.
We think you need these skills to ace IFA Team Administrator Hybrid - Career Opportunity! in Cheltenham
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 mortgages, protection, investments, or pensions.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific reasons why you want to join this team and how your skills can contribute to their success. Be sure to address the key responsibilities outlined in the job description.
Showcase Attention to Detail: In your application, demonstrate your strong attention to detail. This could be through examples of past work where accuracy was crucial, or by ensuring your application is free from errors and well-structured.
Highlight Teamwork Skills: Since the role requires working as part of a team, include examples of how you've successfully collaborated with others in previous positions. This will show that you can fit into their close-knit team environment.
How to prepare for a job interview at Anderson Recruitment
✨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 previous positions.
✨Emphasise Teamwork and Communication Skills
This position involves working closely with independent financial advisers and clients. Share experiences where you effectively collaborated with a team or communicated complex information clearly to clients or colleagues.
✨Prepare Questions About Growth Opportunities
Show your enthusiasm for the company's future by preparing thoughtful questions about their growth plans and progression opportunities. This demonstrates your interest in not just the role, but also in growing alongside the company.
