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For Companies At a Glance
- Tasks: Join our team as an IFA Administrator, managing client queries and supporting financial planners.
- Company: Blakemore Recruitment is a leading financial planning practice in Buckinghamshire.
- Benefits: Enjoy a collaborative work environment with opportunities for professional development.
- Why this job: Be part of a dynamic team, gain valuable experience, and make a real impact in financial services.
- Qualifications: Strong communication skills, attention to detail, and a willingness to learn about financial regulations.
- Other info: Experience with Intelligent Office software is a plus!
The predicted salary is between 30000 - 42000 £ 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.
The Role:
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 employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator - Penn
✨Tip Number 1
Familiarise yourself with FCA regulations and guidelines. Understanding these will not only help you in the interview but also demonstrate your commitment to compliance, which is crucial for an IFA Administrator role.
✨Tip Number 2
Network with professionals in the financial services industry. Attend local events or join online forums to connect with others who can provide insights or even refer you to opportunities within their firms.
✨Tip Number 3
Brush up on your IT skills, especially with software like Intelligent Office. If you’re not familiar with it, consider taking a short course or watching tutorials to get a head start before applying.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle client queries and manage workloads under pressure. This will show your ability to prioritise and organise effectively, which is key for this role.
We think you need these skills to ace IFA Administrator - Penn
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the IFA Administrator position. Tailor your application to highlight relevant experience and skills that align with the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial services, particularly in administration roles. Mention specific tasks you've handled that relate to client management, compliance with FCA regulations, and use of IT systems like Intelligent Office.
Showcase Communication Skills: Since good communication is key for this role, provide examples in your application that demonstrate your written and verbal communication skills. This could include instances where you effectively liaised with clients or resolved queries.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. Attention to detail is crucial for this position, so ensure your application reflects that quality.
How to prepare for a job interview at Blakemore Recruitment
✨Show Your Team Spirit
Since the role requires good team working and liaison skills, be prepared to discuss examples of how you've effectively collaborated with colleagues in the past. Highlight your ability to support others and contribute positively to a team environment.
✨Know Your FCA Regulations
Understanding FCA regulations is crucial for this position. Brush up on relevant guidelines and be ready to demonstrate your knowledge during the interview. This will show that you are serious about compliance and understand the industry's standards.
✨Demonstrate Your Communication Skills
Effective communication is key in this role. Prepare to showcase your written and verbal communication skills by discussing how you've successfully managed client queries or liaised with third parties in previous roles.
✨Highlight Your Attention to Detail
Accuracy is vital in financial administration. Be ready to provide examples of how you've ensured precision in your work, whether through meticulous data entry or thorough checks on documentation. This will reassure the interviewer of your capability to handle sensitive information.
