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- Tasks: Support financial advisers and ensure a smooth client journey from start to finish.
- Company: Growing financial advice firm in Farnborough with a supportive culture.
- Benefits: Private medical insurance, income protection, life assurance, and competitive pension.
- Other info: Collaborative environment with opportunities for professional growth.
- Why this job: Join a dynamic team and develop your career in the financial services sector.
- Qualifications: Experience in financial services or IFA, strong admin skills, and attention to detail.
The predicted salary is between 30000 - 40000 £ per year.
We are working with a growing financial advice firm in Farnborough looking to add a Business Support New Business Administrator to their centralised administration and client servicing team. This is a fantastic opportunity for someone with financial services or IFA experience who enjoys a varied role and wants to develop their career within a supportive and professional environment. You will play a key role in supporting advisers and ensuring a smooth, efficient client journey from new business through to completion.
Key Responsibilities:
- Processing new business including investments, pensions and protection
- Managing pipelines and seeing cases through to completion
- Booking annual review meetings
- Raising invoices and handling new business queries
- Supporting advisers, clients and providers with administrative requests
- Ensuring all work is completed accurately and within agreed service levels
About You:
- Previous experience within financial services, IFA or provider environment
- Strong administration and organisational skills
- High attention to detail and accuracy
- Confident communicator with the ability to build client rapport
- Proficient in Microsoft Office, particularly Word and Excel
- Able to work under pressure and manage multiple priorities
Benefits:
- Private Medical Insurance
- Income Protection
- Life Assurance
- Critical Illness cover
- Competitive pension
- Supportive and collaborative team environment
Locations
IFA Administrator in Farnborough, Hampshire employer: ARTEMIS RECRUITMENT CONSULTANTS LIMITED
Contact Detail:
ARTEMIS RECRUITMENT CONSULTANTS LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Farnborough, Hampshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at firms like the one in Farnborough. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by practising common questions related to IFA administration. Think about how your previous experience aligns with the role's responsibilities, like managing pipelines and supporting advisers. We want you to shine when it’s your turn to impress!
✨Tip Number 3
Showcase your skills! If you're proficient in Microsoft Office, especially Word and Excel, make sure to highlight this during your conversations. Maybe even bring along examples of how you've used these tools effectively in past roles.
✨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.
We think you need these skills to ace IFA Administrator in Farnborough, Hampshire
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 in financial services or IFA environments, and don’t forget to showcase your strong administration and organisational skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the IFA Administrator role. Mention your attention to detail and how you can support advisers and clients effectively.
Showcase Your Communication Skills: Since building client rapport is key, make sure to demonstrate your confident communication style in your application. Whether it’s through your CV or cover letter, let us see how you connect with others!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨Know Your Financial Stuff
Brush up on your knowledge of financial services, especially around investments, pensions, and protection. Being able to discuss these topics confidently will show that you understand the industry and can support advisers effectively.
✨Show Off Your Organisational Skills
Prepare examples of how you've managed multiple priorities in previous roles. This could be through managing pipelines or ensuring accuracy in your work. Highlighting your organisational skills will demonstrate that you're ready for the varied role they’re offering.
✨Practice Your Communication
Since building rapport with clients is key, practice articulating your thoughts clearly. You might want to role-play common scenarios with a friend to get comfortable with how you’d handle client queries or administrative requests.
✨Familiarise Yourself with Microsoft Office
Make sure you're proficient in Word and Excel, as these tools are essential for the role. Consider brushing up on any specific functions or features that could help you manage data and create documents efficiently.