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- Tasks: Support Financial Advisers and manage client services in a fast-paced environment.
- Company: Reputable Independent Financial Advisory firm in High Wycombe.
- Benefits: Competitive salary, friendly work culture, and career progression opportunities.
- Why this job: Join a dynamic team and grow your career in financial services.
- Qualifications: Experience as an IFA Administrator and strong organisational skills required.
- Other info: Ongoing training and development to enhance your professional skills.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting on behalf of a well-established and highly regarded Independent Financial Advisory firm based in High Wycombe, who are looking to add an experienced IFA Administrator to their growing team. This is an excellent opportunity for someone with intelligent office experience who is detail-oriented, professional, and comfortable working in a fast-paced financial services environment.
As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth running of client services. Your responsibilities will include:
- Providing full administrative support to IFAs
- Processing new business, valuations, and policy documentation
- Liaising with clients, providers, and internal teams in a professional manner
- Maintaining accurate client records and ensuring FCA compliance
- Preparing suitability letters and client correspondence
- Managing diaries, workflows, and follow-ups
The Ideal Candidate:
- Previous experience as an IFA Administrator or within financial services is highly desirable
- Must have strong, intelligent office experience (professional services environment preferred)
- Excellent attention to detail and organisational skills
- Confident communicator, both written and verbal
- Proficient in Microsoft Office and CRM systems
- Ability to work independently and as part of a team
What’s on Offer:
- Competitive salary (dependent on experience)
- Friendly, professional working environment
- Career progression within a reputable firm
- Ongoing training and development
If you are an experienced administrator with a strong professional background and are looking to develop your career within financial services, we would love to hear from you.
IFA Administrator - Penn in High Wycombe employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator - Penn in High Wycombe
✨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 an IFA Administrator role. Sometimes, it's all about who you know, so don’t be shy!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions and have examples ready that showcase your attention to detail and organisational skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s a great chance to reiterate why you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace IFA Administrator - Penn in 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 intelligent office systems and any relevant financial services background. We want to see how your skills match 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 the perfect fit for our team. Mention your attention to detail and organisational skills, and don’t forget to show off your communication style.
Showcase Relevant Experience: When filling out your application, be sure to showcase any previous experience as an IFA Administrator or in financial services. We love seeing how you've supported advisers and managed client services in the past!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of financial services and the role of an IFA Administrator. Familiarise yourself with common terms and processes, as well as the specific responsibilities mentioned in the job description. This will show that you're genuinely interested and prepared.
✨Showcase Your Experience
Be ready to discuss your previous experience in detail, especially any roles where you've used intelligent office systems or worked in a fast-paced environment. Prepare examples of how you've successfully supported financial advisers or managed client records, as this will demonstrate your capability for the role.
✨Communicate Clearly
As a confident communicator, practice articulating your thoughts clearly and professionally. During the interview, ensure you listen carefully to questions and respond thoughtfully. This is particularly important in a role that involves liaising with clients and internal teams.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of the interview. This could be about the team dynamics, the company's approach to training and development, or how they measure success in the IFA Administrator role. It shows your enthusiasm and helps you gauge if the company is the right fit for you.
