IFA Administrator - Gerrards Cross (Home Working)
IFA Administrator - Gerrards Cross (Home Working)

IFA Administrator - Gerrards Cross (Home Working)

Gerrards Cross Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Support the Financial Planning team and manage client communications.
  • Company: Join a growing Independent Financial Planning firm in Gerrards Cross.
  • Benefits: Enjoy flexible home working 4 days a week and a great benefits package.
  • Why this job: Be part of a dynamic team focused on delivering exceptional client service.
  • Qualifications: Experience as an IFA Administrator with strong communication skills required.
  • Other info: Ideal for those who thrive in a fast-paced, supportive environment.

The predicted salary is between 36000 - 60000 Β£ per year.

We are currently recruiting for a Financial Planning practice in Gerrards Cross who are looking for an IFA Administrator to join their team. This role offers flexible home working 4 days a week.

They are looking for an experienced IFA Administrator. They are a growing Independent Financial Planning firm, specialising in delivering Financial Life Planning. They are looking to recruit an enthusiastic, driven individual with a positive attitude and eye for detail to join the team. The role offers flexible working and benefits package.

The Role

The role of the IFA Administrator is to provide first class support to the Financial Planning team.

Key Responsibilities

  • Supporting the Financial Planning team in the implementation of new business
  • New and existing client communications and queries
  • Supporting the dealing with new enquiries and prospects
  • Supporting the dealing with existing client enquiries
  • Supporting the development and maintenance of internal relationships to help maintain business flow and meet agreed targets
  • Contributing to the smooth running of the administrative function within the business
  • Ensuring that all processes, procedures and client communications are conducive to a high standard of customer care
  • Supporting the on-boarding of new clients into the business
  • Liaising with product providers and other relevant third parties
  • Maintaining existing client review communications
  • Working alongside the Financial Planning team to support and deal with queries from all clients and from within the Company to a high standard, ensuring client satisfaction is maintained
  • Supporting the delivery of and achievement of the client service standards
  • Client continual improvement feedback communications and maintenance
  • Individual workflow and task delivery.
  • Skills and attributes

  • communication skills that allow you to inform customers clearly and to liaise effectively with other professionals;
  • Continual positive β€œcan do” attitude and approach
  • problem-solving skills;
  • confidence, patience, politeness, tact and diplomacy, when dealing with difficult situations;
  • creative thinking, to be able to come up with new ideas to improve customer service standards;
  • an ability to work well under pressure;
  • organisational and planning skills to develop customer services policies;
  • good personal presentation, especially when working with customers face to face;
  • a commitment to improve your own customer service skills on an ongoing basis.
  • IFA Administrator - Gerrards Cross (Home Working) employer: Blakemore Recruitment

    Blakemore Recruitment is an exceptional employer, offering a flexible home working environment for the IFA Administrator role in Gerrards Cross. With a strong focus on employee growth and development, the company fosters a supportive work culture that values enthusiasm and attention to detail, ensuring that team members thrive while delivering top-notch financial planning services. The benefits package and commitment to high customer care standards make this an attractive opportunity for those seeking meaningful and rewarding employment.
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    Contact Detail:

    Blakemore Recruitment Recruiting Team

    StudySmarter Expert Advice 🀫

    We think this is how you could land IFA Administrator - Gerrards Cross (Home Working)

    ✨Tip Number 1

    Network with professionals in the financial planning industry, especially those who work as IFA Administrators. Attend relevant webinars or local meetups to connect with potential colleagues and learn more about the role.

    ✨Tip Number 2

    Familiarise yourself with the latest tools and software used in financial planning and administration. Being proficient in these can set you apart from other candidates and show your commitment to the role.

    ✨Tip Number 3

    Demonstrate your problem-solving skills during any interviews or networking opportunities. Share specific examples of how you've successfully handled client queries or improved processes in previous roles.

    ✨Tip Number 4

    Research the company culture of the financial planning firm you're applying to. Tailor your conversations to reflect their values and show how your positive attitude aligns with their team dynamics.

    We think you need these skills to ace IFA Administrator - Gerrards Cross (Home Working)

    Excellent Communication Skills
    Customer Service Orientation
    Problem-Solving Abilities
    Organizational Skills
    Attention to Detail
    Proactive Attitude
    Ability to Work Under Pressure
    Creative Thinking
    Interpersonal Skills
    Time Management
    Client Relationship Management
    Adaptability
    Technical Proficiency in Financial Software
    Confidentiality and Discretion

    Some tips for your application 🫑

    Tailor Your CV: Make sure your CV highlights relevant experience as an IFA Administrator. Focus on your skills in client communication, problem-solving, and organisational abilities that align with the job description.

    Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your positive attitude and attention to detail, which are key attributes for this position.

    Highlight Relevant Skills: In your application, emphasise your excellent communication skills and ability to work under pressure. Provide examples of how you've successfully managed client queries or improved customer service standards in previous roles.

    Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial for the IFA Administrator role.

    How to prepare for a job interview at Blakemore Recruitment

    ✨Show Your Enthusiasm

    Make sure to express your enthusiasm for the role and the company during the interview. Highlight your interest in financial planning and how you can contribute to their team with your positive attitude.

    ✨Demonstrate Communication Skills

    Since excellent communication is key for an IFA Administrator, prepare examples of how you've effectively handled client communications in the past. This will showcase your ability to liaise with clients and professionals alike.

    ✨Highlight Problem-Solving Abilities

    Be ready to discuss specific instances where you've successfully resolved issues or improved processes. This will demonstrate your proactive approach and creative thinking, which are essential for this role.

    ✨Prepare Questions

    Have a few thoughtful questions prepared about the company culture, team dynamics, and expectations for the role. This shows your genuine interest and helps you assess if the company is the right fit for you.

    IFA Administrator - Gerrards Cross (Home Working)
    Blakemore Recruitment
    Location: Gerrards Cross
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    • IFA Administrator - Gerrards Cross (Home Working)

      Gerrards Cross
      Full-Time
      36000 - 60000 Β£ / year (est.)
    • B

      Blakemore Recruitment

      50-100
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