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- Tasks: Join us as an IFA Administrator, supporting clients and processing applications in a fast-paced environment.
- Company: Work with a dynamic IFA firm in Swanley, known for its thriving culture and growth opportunities.
- Benefits: Enjoy a full-time permanent role with potential for career advancement and a supportive team atmosphere.
- Why this job: This role offers hands-on experience in finance, excellent customer service, and a chance to grow your skills.
- Qualifications: Ideal candidates have prior admin experience in IFA or Wealth Management, with strong IT and communication skills.
- Other info: Looking for self-starters who can work independently and handle tasks with discretion.
The predicted salary is between 28800 - 43200 £ per year.
Location – Swanley
Salary – £35,000
Permanent Role.
We are closely working in partnership with a well established, dynamic IFA firm based in Swanley. This is an excellent opportunity to join a thriving fast-paced environment as an IFA Administrator on a full-time permanent basis.
The Role:
- Issuing letter of authorities (LOAs) to providers and learning to Suitability Letters
- Providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients.
- Telephone liaison with Administration Centres and Paraplanners, chasing financial institutions to provide requested information
- Completing illustrations and applications for new business
- Processing New Business applications and chasing through to completion.
- Tasks must be completed within a timely manner
Are you:
- Someone who has worked as an Administrator at an IFA or within a Wealth Management environment?
- Someone who has excellent IT and communication skills, are you highly organised and can make decisions?
- Someone who is confident in dealing with third parties and can work with total discretion?
- Someone who is a self starter and able to work with little or no supervision?
Then this could be the perfect opportunity for you.
If you are interested, please get in touch.
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IFA Administrator employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the specific tasks mentioned in the job description, such as issuing letters of authority and writing suitability letters. This will help you demonstrate your understanding of the role during any discussions.
✨Tip Number 2
Network with professionals already working in the IFA or Wealth Management sectors. Engaging with them on platforms like LinkedIn can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Brush up on your IT skills, especially those relevant to financial administration. Being proficient in software commonly used in the industry can set you apart from other candidates.
✨Tip Number 4
Prepare for potential interviews by practising how you would handle customer service scenarios. Highlighting your ability to maintain excellent service under pressure will resonate well with the hiring team.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration, particularly within an IFA or Wealth Management environment. Use specific examples to demonstrate your skills in customer service and technical support.
Craft a Strong Cover Letter: Write a cover letter that addresses the key responsibilities of the IFA Administrator role. Mention your ability to issue letters of authority, process new business applications, and maintain excellent communication with clients and third parties.
Showcase Your Skills: Emphasise your IT proficiency and organisational skills in your application. Provide examples of how you've successfully managed tasks independently and made decisions in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for the IFA Administrator position.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Relevant Experience
Make sure to highlight any previous experience you have as an Administrator in an IFA or Wealth Management environment. Be prepared to discuss specific tasks you've handled, such as issuing letters of authority or processing new business applications.
✨Demonstrate Your IT Skills
Since the role requires excellent IT skills, be ready to talk about the software and tools you are familiar with. If possible, mention any specific systems used in financial services that you have experience with, as this will show your readiness for the role.
✨Emphasise Your Communication Skills
Effective communication is key in this role, especially when liaising with clients and third parties. Prepare examples of how you've successfully communicated complex information in the past, and how you maintain a high level of customer service.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and decision-making skills. Think of scenarios where you had to work independently or manage multiple tasks under pressure, and be ready to explain how you handled them.
