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- Tasks: Support IFAs with administration, client liaison, and business processing.
- Company: Join a dynamic team in Hailsham focused on financial services.
- Benefits: Competitive salary, career growth, and supportive work environment.
- Other info: Collaborative team culture with opportunities for professional development.
- Why this job: Step into a leadership role and make a real impact in financial services.
- Qualifications: Experience in administration and customer service; financial services background preferred.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for an experienced IFA Administrator to join our clients team based in Hailsham. This position will involve supporting the IFA's with all areas of administration including business processing, financial administration and client liaison. You will also be providing support to the Managing Director and stepping into a team leader position, so previous leadership skills would be beneficial for this role. The role will require use of different CRM systems and platforms.
Key Responsibilities:
- Work as part of the Business Support Team to support client's Propositions.
- Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner.
- Update the back office system, to ensure accurate client data and information throughout the process.
- Maintain fully compliant files making sure all documents are held on the client's Document Management/workflow and diary system in a timely manner to allow instant access to all staff.
- Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service.
- Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
- Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets.
- Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.
- To participate in project related work, working as one team to meet company goals and targets.
- To provide support to your colleagues where workloads need to be spread across the team to reach team goals.
Experience and Qualifications:
- Administration and customer service experience is essential.
- Telephone based experience would be beneficial.
- Financial Services experience would be beneficial.
- Financial Services experience is essential preferably obtained in a life and pensions environment.
- Qualifications desirable or a willingness to study.
Senior IFA Administrator - Hailsham employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator - Hailsham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Senior IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your CRM skills and understanding the latest trends in financial administration. We want you to walk in feeling confident and ready to impress with your knowledge and experience!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for opportunities that match your skills, and make sure to tailor your approach to each company’s culture.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Senior IFA Administrator - Hailsham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior IFA Administrator role. Highlight your relevant experience in administration and customer service, especially in financial services. We want to see how your skills match what we're looking for!
Show Off Your Leadership Skills: Since this role involves stepping into a team leader position, don’t forget to showcase any previous leadership experience. We love seeing examples of how you've supported your team or taken charge in past roles.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points where possible to make it easy for us to read. We appreciate straightforward communication, so let’s keep it simple!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially in life and pensions. Familiarise yourself with common CRM systems and be ready to discuss how you've used them in previous roles.
✨Showcase Leadership Skills
Since this role involves stepping into a team leader position, be prepared to share examples of your leadership experience. Talk about how you've supported colleagues or managed projects in the past.
✨Client Relationship Focus
Highlight your experience in building relationships with clients and third parties. Be ready to discuss specific instances where your communication skills made a difference in client satisfaction.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think of examples where you had to manage multiple tasks or resolve conflicts, and explain how you handled them effectively.