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- Tasks: Support financial advisers with admin tasks and client queries in a dynamic environment.
- Company: Join a respected Financial Planning practice in Southgate, known for its client-focused approach.
- Benefits: Enjoy a collaborative work culture and opportunities for professional growth.
- Why this job: Be part of a team that values relationships and delivers exceptional service to clients.
- Qualifications: No specific experience required; just bring your enthusiasm and willingness to learn!
- Other info: This role is perfect for those looking to kickstart their career in finance.
The predicted salary is between 36000 - 60000 £ per year.
Social network you want to login/join with:
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Client:
Blakemore Recruitment
Location:
London, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
14bbf6c8a03a
Job Views:
60
Posted:
15.07.2025
Expiry Date:
29.08.2025
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Job Description:
We are currently recruiting for a highly regarded Financial Planning practice based in Southgate who are looking to recruit a IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm.
Key Contributions:
- Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.
- Accurate upkeep of the client details to ensure accurate records are maintained.
- Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards.
- Providing technical information to ensure workflows are followed and standards adhered.
- Conduct themselves in a professional manner at all times, whist adhering to regulatory demands.
Key Tasks and Responsibilities:
- Obtaining full policy information
- Producing client Annual Review Reports
- Dealing with client queries
- Assisting with product research
- Processing applications
- Upkeep of company database with full and accurate client records
- Liaising with product providers and other relevant third parties
- Individual workflow and task delivery
- Generate FE Performance Reports
- Supporting the delivery of and achievement of the client service standards
- Working alongside the paraplanners and administrators to ensure smooth delivery of work
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IFA Administrator - Southgate, London employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator - Southgate, London
✨Tip Number 1
Familiarise yourself with the financial planning industry and the specific services offered by the firm. Understanding their approach will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work as IFA Administrators or Paraplanners. They can provide insights into the role and may even refer you to opportunities.
✨Tip Number 3
Prepare to discuss your organisational skills and attention to detail, as these are crucial for maintaining accurate client records and supporting workflows effectively.
✨Tip Number 4
Research common software and tools used in financial administration. Being knowledgeable about these can give you an edge and demonstrate your readiness for the role.
We think you need these skills to ace IFA Administrator - Southgate, London
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key contributions and responsibilities of the IFA Administrator position. Tailor your application to highlight relevant experience and skills that align with these requirements.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial planning or administrative roles. Mention specific tasks you've handled that relate to maintaining client records, processing applications, or supporting financial advisers.
Showcase Your Skills: Make sure to include skills that are crucial for the role, such as attention to detail, communication skills, and proficiency in using databases. Provide examples of how you've successfully used these skills in past positions.
Professional Presentation: Ensure your application documents are well-organised and free from errors. Use a professional format for your CV and cover letter, and make sure to address the hiring manager appropriately if their name is available.
How to prepare for a job interview at Blakemore Recruitment
✨Know the Company
Before your interview, take some time to research the financial planning practice you're applying to. Understand their values, services, and recent news. This will help you tailor your answers and show genuine interest in the role.
✨Demonstrate Technical Knowledge
As an IFA Administrator, you'll need to showcase your understanding of financial products and regulations. Be prepared to discuss relevant technical information and how it applies to the role, as this will demonstrate your capability to support the Paraplanners and Financial Advisers effectively.
✨Highlight Your Communication Skills
Since maintaining good relationships with clients is crucial, be ready to provide examples of how you've successfully communicated with clients or colleagues in the past. This will illustrate your ability to handle client queries and liaise with third parties.
✨Prepare Questions
At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful questions about the company's culture, team dynamics, and expectations for the IFA Administrator role. This shows your enthusiasm and helps you assess if the company is the right fit for you.
