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For Companies At a Glance
- Tasks: Support financial planners with research, reports, and client communications.
- Company: Join a respected Financial Planning Practice in Godalming.
- Benefits: Enjoy a collaborative environment with opportunities for growth and development.
- Why this job: Be part of a dynamic team making a real impact in clients' financial lives.
- Qualifications: Experience in IFA roles, strong communication skills, and IT literacy required.
- Other info: Ideal for those who thrive in a busy, supportive atmosphere.
The predicted salary is between 36000 - 60000 £ per year.
We are recruiting for a well-regarded Financial Planning Practice based in Godalming. The vacancy is due to an increase in workload for an experienced Sales Support Administrator to join the existing team and assist the team of Financial Planners.
Duties will include:
- Providing efficient new business support for advisers, including pre-sales research and preparation of Suitability Reports, processing, liaising with product providers and clients in a timely manner, and checking that all compliance requirements are met.
- Providing support in relation to the preparation of valuations and client review documentation to enable efficient client meetings.
- Providing post-meeting support to consultants, ensuring all work is completed accurately within agreed timescales.
The ideal candidate will be highly organized with good technical knowledge and the capability to plan and prioritize assignments in a busy environment. You must have a solid understanding of life, pensions, and investment contracts, as well as regulatory and compliance requirements.
Ideally, you will have experience with IRESS/Adviser Office software and Financial Express Analytics. Since you will be building and maintaining relationships with clients and providing an effective link between the client and their adviser, excellent verbal and written communication skills are essential.
The successful individual will have a proven IFA background in a similar role. You must be IT literate, a team player, and capable of working in an environment where new challenges and ideas are welcome. A Gumption and a Can-Do attitude are desirable.
This is an excellent opportunity for an experienced person to join a successful IFA firm in an IFA Advisor Support role.
Experienced - IFA Sales Support Administrator employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced - IFA Sales Support Administrator
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, such as IRESS/Adviser Office and Financial Express Analytics. Having hands-on experience or even completing online tutorials can give you a significant edge during the interview.
✨Tip Number 2
Brush up on your knowledge of life, pensions, and investment contracts, as well as compliance requirements. Being able to discuss these topics confidently will demonstrate your expertise and readiness for the role.
✨Tip Number 3
Prepare examples from your previous work that showcase your organisational skills and ability to manage multiple tasks efficiently. This will help you illustrate how you can thrive in a busy environment, which is crucial for this position.
✨Tip Number 4
Practice your communication skills, both verbal and written. Since the role involves liaising with clients and advisers, being able to convey information clearly and effectively will be key to your success in the interview process.
We think you need these skills to ace Experienced - IFA Sales Support Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and sales support. Emphasise your familiarity with life, pensions, and investment contracts, as well as any experience with IRESS/Adviser Office software.
Craft a Compelling Cover Letter: In your cover letter, explain why you are the ideal candidate for the role. Mention your organisational skills, ability to prioritise tasks, and your experience in providing support to financial advisers.
Showcase Communication Skills: Since excellent verbal and written communication skills are essential, consider including examples of how you've successfully communicated with clients or colleagues in previous roles.
Highlight Compliance Knowledge: Demonstrate your understanding of regulatory and compliance requirements in your application. This could be through specific examples of how you've ensured compliance in past positions.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Technical Knowledge
Make sure to highlight your understanding of life, pensions, and investment contracts during the interview. Be prepared to discuss how you've applied this knowledge in previous roles, as it will demonstrate your capability to support financial planners effectively.
✨Demonstrate Organisational Skills
Since the role requires excellent organisational abilities, come prepared with examples of how you've successfully managed multiple tasks or projects in a busy environment. This will show that you can handle the workload and prioritise effectively.
✨Communicate Clearly
Excellent verbal and written communication skills are essential for this position. Practice articulating your thoughts clearly and concisely, and be ready to provide examples of how you've maintained strong relationships with clients and colleagues in the past.
✨Familiarise Yourself with Relevant Software
If you have experience with IRESS/Adviser Office software or Financial Express Analytics, be sure to mention it. If not, take some time to learn about these tools before the interview, as familiarity with them could give you an edge over other candidates.
