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- 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 £ per year.
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IFA Administrator – Gerrards Cross (Home Working), Gerrards Cross
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Client:
Blakemore Recruitment
Location:
Gerrards Cross, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
a4ee5372ccac
Job Views:
24
Posted:
22.08.2025
Expiry Date:
06.10.2025
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Job Description:
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 an eye for detail to join the team. The role offers flexible working and a 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
- Handling 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 targets
- Contributing to the smooth running of the administrative function within the business
- Ensuring all processes, procedures, and client communications meet high customer care standards
- Supporting the onboarding of new clients
- Liaising with product providers and third parties
- Maintaining existing client review communications
- Working with the Financial Planning team to support and resolve client queries, ensuring high client satisfaction
- Supporting delivery and achievement of client service standards
- Client feedback and communication maintenance
- Managing individual workflow and tasks
Skills and Attributes
- Excellent communication skills for clear customer interactions and effective liaison with professionals
- A positive, proactive \”can do\” attitude
- Problem-solving abilities
- Confidence, patience, tact, and diplomacy in difficult situations
- Creative thinking to improve customer service standards
- Ability to work well under pressure
- Organizational and planning skills for developing customer service policies
- Good personal presentation, especially face-to-face with customers
- Commitment to ongoing personal development in customer service skills
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IFA Administrator - Gerrards Cross (Home Working) employer: Blakemore Recruitment
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)
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.
