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- Tasks: Support Financial Planners with client management and administrative tasks.
- Company: Join a respected IFA practice known for its excellent service and team spirit.
- Benefits: Enjoy a collaborative environment and opportunities for personal development.
- Why this job: Be part of a dynamic team, enhancing client relationships and driving business success.
- Qualifications: CII or RO part qualified with experience in financial planning and CRM systems.
- Other info: Ideal for self-starters eager to make an impact in a supportive setting.
The predicted salary is between 30000 - 42000 £ per year.
Job Description
Purpose of the role
To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management.
Role and responsibilities:
- To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility
- Effectively and efficiently onboarding new clients and service the existing clients
- Building effective relationships with customers, advisers and paraplanners in your immediate POD
- Positively contribute to the team morale and energy, be a great team player
- Communicating to clients effectively through various mediums (e.g. telephone, email etc)
- Willing to get involved in projects within the business, which may occur from time to time
Essential attributes the successful candidate should possess:
- The successful candidate will be delivery orientated and a well organised individual, with experience
- within a financial planning environment. We are looking for someone who is CII or RO part qualified
- Knowledge of investment products ISAs, Pensions, Bonds
- Experience of using CRM systems
- Be a good team player
- Experience of challenging the status quo in respect of processes
- A strong passion for delivering excellent customer service
- A self-starter, who owns own development journey
This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.
IFA Sales Support Administrator employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Sales Support Administrator
✨Tip Number 1
Familiarise yourself with the financial planning environment, especially focusing on investment products like ISAs, Pensions, and Bonds. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the role.
✨Tip Number 2
Build your communication skills by practising how to effectively convey information through various mediums. Consider role-playing scenarios where you explain complex financial concepts to clients, as this will showcase your ability to connect with customers.
✨Tip Number 3
Network with professionals in the financial services industry, particularly those who work in IFA practices. Attend relevant events or join online forums to gain insights and potentially get referrals that could lead to job opportunities.
✨Tip Number 4
Demonstrate your team player attitude by engaging in group activities or volunteer projects. Highlight these experiences during your interactions with us, as they show your ability to contribute positively to team morale and energy.
We think you need these skills to ace IFA Sales Support Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and customer service. Emphasise any roles where you provided administrative support or worked with clients, as this aligns closely with the responsibilities of the IFA Sales Support Administrator.
Craft a Compelling Cover Letter: In your cover letter, express your passion for delivering excellent customer service and your ability to build effective relationships. Mention specific examples from your past experiences that demonstrate your organisational skills and team player mentality.
Highlight Relevant Qualifications: If you have CII or RO qualifications, make sure to mention them prominently in your application. Also, include any experience you have with CRM systems and knowledge of investment products like ISAs, Pensions, and Bonds, as these are essential attributes for the role.
Show Enthusiasm for the Role: Convey your enthusiasm for the opportunity to work closely with directors and contribute to the business's growth. This can be done through your cover letter and during any potential interviews, showcasing your willingness to get involved in projects and challenge existing processes.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Customer Service Skills
Since the role revolves around providing excellent customer service, be prepared to share specific examples of how you've successfully managed client relationships in the past. Highlight your ability to put the customer at the heart of everything you do.
✨Demonstrate Organisational Skills
As a Sales Support Administrator, being organised is crucial. Discuss your methods for staying organised and managing multiple tasks efficiently. You might want to mention any tools or systems you use to keep track of your workload.
✨Familiarise Yourself with Financial Products
Make sure you have a solid understanding of investment products like ISAs, Pensions, and Bonds. Being knowledgeable about these will not only impress your interviewers but also show that you're ready to hit the ground running.
✨Be a Team Player
The job requires effective collaboration with advisers and paraplanners. Prepare to discuss how you've contributed positively to team morale in previous roles and provide examples of successful teamwork.
