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For Companies At a Glance
- Tasks: Support financial planners and manage client queries in a dynamic environment.
- Company: Reputable financial planning practice based in High Wycombe.
- Benefits: Competitive salary, 25 days holiday, pension scheme, and life insurance.
- Why this job: Join a supportive team and grow your skills in the financial services industry.
- Qualifications: Experience in administration, good communication, and IT skills are essential.
- Other info: Opportunity to learn about FCA regulations and develop your career.
The predicted salary is between 30000 - 42000 £ per year.
We are currently recruiting for a Financial Planning practice based in High Wycombe who are looking for an experienced IFA Administrator to join their team.
Key Requirements and Skills:
- Good team working and liaison skills to deal effectively with tasks set and provide support for other team members
- An understanding of FCA regulations and guidelines relating to financial services clients
- Willingness to continue to develop knowledge of products and related issues through formal and informal learning
- Good communication skills (written and verbal) that are effective and meet business needs
- Ability to prioritise and organise own workload
- Ability to work under pressure and to deadlines
- IT skills commensurate with computer packages used in this industry and knowledge of Intelligent Office would be beneficial
- Accuracy of work and attention to detail
Key Responsibilities:
- New business submission and tracking to conclusion
- Day to day client management, processing any queries which may arise
- Administration of Group Pension schemes
- Administration of Group Risk Schemes
- Liaising with clients, product providers and other relevant third parties
- Ensure back office systems are kept up to date including client and provider data
- Issue Letters of Authority, chase for policy information, build schedules & put existing policies on the system
- Obtaining illustrations and supporting literature
- Supporting the Financial Planners in research and analysis to meet client needs and objectives
- Be conversant with, and adhere to, Company procedures and policies and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated in accordance with the Rules of the FCA
Benefits:
- Competitive salary
- 25 days holiday
- Company Pension Scheme
- Group Life insurance
- Cash plan
IFA Administrator - High Wycombe employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator - High Wycombe
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about opportunities at the Financial Planning practice in High Wycombe. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on FCA regulations and guidelines. Show us that you’re not just familiar with them but can also discuss how they apply to the role of an IFA Administrator. Confidence is key!
✨Tip Number 3
Practice your communication skills! Whether it’s written or verbal, being able to articulate your thoughts clearly will impress potential employers. Consider mock interviews with friends or family to get comfortable.
✨Tip Number 4
Don’t forget to follow up after your interview! 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 IFA Administrator - High Wycombe
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience with FCA regulations and any relevant IT skills, especially if you know Intelligent Office. We want to see how your background fits with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial services and how your skills can benefit our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Communication Skills: Since good communication is key in this role, make sure your written application reflects that. Be clear and concise, and double-check for any typos or errors. We appreciate attention to detail, so show us you’ve got it!
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’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be set!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your FCA Regulations
Make sure you brush up on FCA regulations and guidelines before the interview. Being able to discuss these confidently will show that you understand the financial services landscape and are ready to comply with industry standards.
✨Showcase Your Team Spirit
Since this role requires good team working skills, think of examples from your past experiences where you successfully collaborated with others. Be ready to share how you supported your teammates and contributed to a positive work environment.
✨Demonstrate Your IT Savvy
Familiarise yourself with the computer packages commonly used in the industry, especially Intelligent Office if you can. Highlight any relevant IT skills during the interview to show you can hit the ground running.
✨Prioritisation is Key
Prepare to discuss how you manage your workload and meet deadlines. Think of specific instances where you successfully prioritised tasks under pressure, as this will demonstrate your organisational skills and ability to thrive in a fast-paced environment.
