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- Tasks: Support a Chartered Financial Planning Consultant with admin tasks and client queries.
- Company: Join a dedicated team in a reputable financial planning firm.
- Benefits: Gain valuable experience, training provided, and a supportive work environment.
- Other info: Dynamic role with opportunities for personal and professional growth.
- Why this job: Be part of a small team where your initiative makes a real difference.
- Qualifications: Proven IFA background preferred; training on Intelligent Office available.
The predicted salary is between 36000 - 60000 £ per year.
Experienced IFA Administrator sought to provide a dedicated, accurate and efficient support service to the Chartered Financial Planning Consultant. Income and commission preparation and reconciliation is an integral part of the job role. The ideal candidate must have a proven IFA background. Knowledge of Intelligent Office would be an advantage; however, training will be provided. You would be part of a small team, therefore being able to use your own initiative would be advantageous.
Duties
- General office duties including client/provider telephone and email queries, daily post and meet and greet clients who have appointments in the office.
- Scanning and storing relevant documentation.
- Using Intelligent Office as a back‑office system, to store and maintain all client records and to keep a diary system of tasks.
- Preparing all pre and post appointment meeting packs and client files.
- Daily – income and commission queries.
- Downloading the Morningstar research data on a weekly basis.
- Contact providers to update and gather information for our clients.
- Transfer of servicing rights/obtaining plan information.
- Ad‑hoc duties such as stationery orders and office bills.
- Bulk valuations – as and when required.
- Occasional mail merge / mailshots to clients.
- Assisting with processing of new business if required.
IFA Administrator in Altrincham employer: Asset Recruit
Contact Detail:
Asset Recruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Altrincham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for an 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 interviews by brushing up on your knowledge of Intelligent Office and other relevant tools. Even if you haven't used it before, showing that you're eager to learn and adapt will impress potential employers. Plus, it’ll help you feel more confident during those tricky questions!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that IFA Administrator position. We love seeing applications directly from our site, and it gives you a better shot at standing out in the crowd!
We think you need these skills to ace IFA Administrator in Altrincham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an IFA Administrator. We want to see how your background aligns with the role, so don’t be shy about showcasing your skills in income and commission preparation!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention any experience with Intelligent Office or similar systems, and let us know how you can contribute to our small but dynamic team.
Be Clear and Concise: When filling out your application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point about your relevant experience and skills.
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 don’t miss out on any important updates from us!
How to prepare for a job interview at Asset Recruit
✨Know Your IFA Stuff
Make sure you brush up on your knowledge of the IFA industry and any relevant regulations. Being able to discuss your previous experience confidently will show that you’re the right fit for the role.
✨Familiarise Yourself with Intelligent Office
Even if you haven't used Intelligent Office before, do some research on it. Understanding its basic functions will help you answer questions about how you would manage client records and tasks effectively.
✨Show Initiative
Since you'll be part of a small team, demonstrating your ability to take initiative is key. Think of examples from your past where you’ve gone above and beyond in your role, and be ready to share them.
✨Prepare for Practical Scenarios
Expect to be asked about how you would handle specific tasks, like income and commission preparation or client queries. Practising these scenarios can help you articulate your thought process clearly during the interview.