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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, strong admin skills, and attention to detail.
The predicted salary is between 36000 - 60000 £ 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
- 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
- Private Medical Insurance
- Income Protection
- Life Assurance
- Critical Illness cover
- Competitive pension
- Supportive and collaborative team environment
IFA Administrator in Farnborough 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience with IFAs. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their team.
✨Tip Number 3
Practice your communication skills! As an IFA Administrator, you'll need to build rapport with clients and advisers. Role-play common scenarios with a friend to boost your confidence before the real deal.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you a leg up in the process. Plus, it’s super easy!
We think you need these skills to ace IFA Administrator in Farnborough
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 this role involves building rapport with clients, 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 people!
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’re considered for this fantastic opportunity in our supportive team environment!
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 tasks or projects in the past. This role requires strong administration skills, so demonstrating your ability to keep things organised and efficient will impress the interviewers.
✨Practice Your Communication
Since building rapport with clients is key, practice articulating your thoughts clearly and confidently. You might even want to role-play common scenarios you could encounter in the role to showcase your communication skills.
✨Be Detail-Oriented
Highlight your attention to detail by discussing specific instances where accuracy was crucial in your previous roles. This will reassure them that you can handle the administrative tasks without missing a beat.