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- Tasks: Join a dynamic team to assist with client cases and investment processes.
- Company: A boutique financial advisory firm focused on client needs and collaboration.
- Benefits: Gain valuable experience in finance with a supportive team environment.
- Why this job: Exciting role with exposure to diverse financial tasks and a chance to grow your skills.
- Qualifications: 2 years of admin experience in finance; strong IT skills required.
- Other info: Ideal for those looking to kickstart their career in financial services.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a boutique Financial Planning practice in London that is looking to recruit an IFA Administrator. They are seeking an administrator to join their technical team and work alongside the Senior Administrator. The role includes submitting business to various investment providers and processing cases to completion. You will also handle client withdrawals, phased investing, and client data maintenance on investment platforms. Good communication skills are important as you will work closely with the Head of Operations, paraplanners, and advisers.
The company is a boutique Independent Financial Adviser firm dedicated to supporting our clients' needs. They work collaboratively as a team to implement recommendations that align with clients’ objectives. Their clients’ portfolio sizes typically range from £200,000 to £20 million. This role offers exposure to a varied and challenging, yet exciting, level of work.
What they are looking for:
- You will have the opportunity to enhance your technical knowledge and skills.
- Join a young and dynamic team where your focus will be assisting the Senior Administrator with duties such as:
- Submission of business to providers and the CRM system;
- Processing submitted business to completion;
- Submitting and processing client withdrawals;
- Handling trades, rebalances, and phased investing cases;
- Maintaining client information on investment platforms and the CRM system;
- Assisting with preparation of paperwork for client meetings;
- Closing cases, including CRM updates and final checks.
Ideally, you will have at least 2 years of experience in administration within a financial advisory or investment provider firm. Good IT skills, including proficiency with Microsoft Office applications, and experience with investment platforms and CRM systems are required. Experience with Intelligent Office, Standard Life, Novia, and Transact is advantageous.
IFA Administrator - London employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator - London
✨Tip Number 1
Familiarise yourself with the specific investment platforms and CRM systems mentioned in the job description, such as Intelligent Office and Transact. Having a solid understanding of these tools will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the financial advisory sector, especially those who work in similar roles. Engaging with current IFA Administrators or joining relevant online forums can provide you with insights into the day-to-day responsibilities and challenges of the role.
✨Tip Number 3
Brush up on your communication skills, as they are crucial for this position. Consider practising how to clearly explain complex financial concepts, as you will be working closely with advisers and clients who may not have a technical background.
✨Tip Number 4
Showcase your ability to work collaboratively by highlighting any past experiences where you successfully supported a team or worked alongside senior colleagues. This will resonate well with the boutique firm's emphasis on teamwork and client-focused service.
We think you need these skills to ace IFA Administrator - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration. Emphasise any roles where you submitted business to investment providers or worked with CRM systems, as this aligns closely with the job requirements.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that make you a good fit, such as your communication abilities and experience with investment platforms. Show how your background aligns with their needs.
Highlight Technical Skills: Since the role requires good IT skills, ensure you list your proficiency with Microsoft Office and any experience with investment platforms like Intelligent Office or Standard Life. This will demonstrate your readiness for the technical aspects of the job.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail, which is crucial in this role.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Jargon
Brush up on key financial terms and concepts relevant to the role. Being able to speak confidently about investment platforms, client withdrawals, and phased investing will show your understanding of the industry and impress the interviewers.
✨Demonstrate Your IT Skills
Since good IT skills are essential for this position, be prepared to discuss your experience with Microsoft Office and any CRM systems you've used. If you have experience with Intelligent Office or other specific platforms mentioned in the job description, highlight that as well.
✨Showcase Your Communication Skills
As you'll be working closely with various team members, it's crucial to demonstrate your communication abilities. Prepare examples of how you've effectively communicated in previous roles, especially in a team setting or when dealing with clients.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare thoughtful questions about the company culture, team dynamics, and the specific challenges the IFA Administrator role might face. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
