At a Glance
- Tasks: Support the sales process and client reviews with essential admin tasks.
- Company: Reputable independent financial planning organisation with a strong team culture.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to grow your career in a respected industry.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: 2+ years in financial services with strong client interaction skills.
The predicted salary is between 31500 - 38500 £ per year.
Job Description
Financial Services Administrator
We are recruiting for this highly regarded independent financial planning organisation who are looking for an administrator to join the team.
Key Attributes
- An excellent telephone manner and customer service skills.
- The ability to work in a structured and planned manner especially when under pressure to meet deadlines.
- Good keyboard skills required and PC literate with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel.
- Being able to work in a team and also unsupervised to high standards.
- Tasks and responsibilities
- Carrying out admin tasks in support of the sales process and client review process.
- Communicating effectively with clients by letter, e-mail and telephone regarding their business
- Shows initiative and judgement when administering work.
- Is organised and prioritises work well.
- A good understanding of the sales process and client review process.
- Ability to use back office systems such as Intelliflo and to maintain the client records on them.
- Understanding how investment platforms work and how to read fund valuations in client portfolios.
- Maintaining client files and record keeping to a good quality.
- Understanding the compliance issues, guidance, manual, logs and processes.
- Processing of new business applications, including checks to confirm the documentation is correct.
- Understanding the regulator requirements relating to independent financial advisers.
- Creating and processing fund switch reports.
- Investment Reviews kept up to date and completed accurately.
- Ideally, some experience of supporting paraplanners to prepare simple suitability reports.
- Preparing documents to send to paraplanners such as factfind, risk assessments (including capacity for loss, knowledge and experience discussions etc, existing scheme information, illustrations and soft facts that cover the client’s objectives, what is being recommended and why it is suitable.
Qualifications: A minimum 2 year's experience dealing directly with clients in the financial services sector.
A full understanding is required of the different products relating to pensions, investments, life assurance and mortgages.
IFA Sales Support Administrator in Bath employer: Blakemore Recruitment
Join a prestigious UK private banking organisation in the heart of London, where you will be part of a dynamic team dedicated to delivering exceptional wealth management services. With a strong focus on employee development, you will have access to excellent career progression opportunities and the chance to work closely with experienced professionals in the field. Our collaborative work culture fosters innovation and supports your growth as you engage with Ultra High Net Worth clients, making this an ideal environment for ambitious Paraplanners seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Sales Support Administrator in Bath
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Blakemore Recruitment. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Blakemore Recruitment.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Blakemore Recruitment. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace IFA Sales Support Administrator in Bath
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Blakemore Recruitment and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Blakemore Recruitment how you can be a team player!
How to prepare for a job interview at Blakemore Recruitment
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Blakemore Recruitment.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Blakemore Recruitment's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
