At a Glance
- Tasks: Support the sales process and client reviews through effective administration.
- Company: Join a respected independent financial planning organisation with a strong reputation.
- Benefits: Enjoy a structured work environment with opportunities for personal growth and development.
- Other info: Ideal for those looking to kickstart their career in finance with hands-on experience.
- Why this job: Be part of a dynamic team, enhancing your skills in a fast-paced financial services setting.
- Qualifications: 2 years' experience in financial services and a solid understanding of various financial products required.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
Financial Services Administrator
We are recruiting for this highly regarded independent financial planning organisation who are looking for an administrator to join the team.
Key Attributes:
- An excellent telephone manner and customer service skills.
- The ability to work in a structured and planned manner especially when under pressure to meet deadlines.
- Good keyboard skills required and PC literate with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel.
- Being able to work in a team and also unsupervised to high standards.
Tasks and responsibilities
- Carrying out admin tasks in support of the sales process and client review process.
- Communicating effectively with clients by letter, e-mail and telephone regarding their business
- Shows initiative and judgement when administering work.
- Is organised and prioritises work well.
- A good understanding of the sales process and client review process.
- Ability to use back office systems such as Intelliflo and to maintain the client records on them.
- Understanding how investment platforms work and how to read fund valuations in client portfolios.
- Maintaining client files and record keeping to a good quality.
- Understanding the compliance issues, guidance, manual, logs and processes.
- Processing of new business applications, including checks to confirm the documentation is correct.
- Understanding the regulator requirements relating to independent financial advisers.
- Creating and processing fund switch reports.
- Investment Reviews kept up to date and completed accurately.
- Ideally, some experience of supporting paraplanners to prepare simple suitability reports.
- Preparing documents to send to paraplanners such as factfind, risk assessments (including capacity for loss, knowledge and experience discussions etc, existing scheme information, illustrations and soft facts that cover the client’s objectives, what is being recommended and why it is suitable.
Qualifications: A minimum 2 year's experience dealing directly with clients in the financial services sector. A full understanding is required of the different products relating to pensions, investments, life assurance and mortgages.
IFA Sales Support Administrator in Farnham employer: Blakemore Recruitment
Join a dynamic and supportive wealth management firm in Leigh-on-Sea, Essex, where your ambition and client-focused approach will be valued. With a hybrid working model, comprehensive benefits, and uncapped bonus potential, this role offers not just a job but a pathway for professional growth and meaningful client relationships. Experience a collaborative work culture that prioritises employee development and rewards excellence in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Sales Support Administrator in Farnham
✨Tip Number 1
Familiarise yourself with the financial services sector, especially the products related to pensions, investments, life assurance, and mortgages. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the role.
✨Tip Number 2
Practice your telephone communication skills. Since an excellent telephone manner is crucial for this role, consider role-playing scenarios with a friend or family member to build your confidence and improve your customer service skills.
✨Tip Number 3
Get comfortable with back office systems like Intelliflo. If you haven't used it before, look for online tutorials or resources that can help you understand how to maintain client records effectively.
✨Tip Number 4
Showcase your organisational skills by preparing a mock schedule of tasks you would prioritise in this role. This will illustrate your ability to work under pressure and meet deadlines, which is essential for the position.
We think you need these skills to ace IFA Sales Support Administrator in Farnham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in financial services, particularly any roles where you've dealt directly with clients. Emphasise your customer service skills and any familiarity with back office systems like Intelliflo.
Craft a Strong Cover Letter:In your cover letter, explain why you're interested in the IFA Sales Support Administrator role. Mention specific attributes from the job description, such as your ability to work under pressure and your understanding of compliance issues.
Showcase Relevant Skills:Highlight your proficiency in Microsoft Word and Excel, as well as your organisational skills. Provide examples of how you've successfully managed admin tasks in previous roles, especially those related to the sales process.
Prepare for Potential Questions:Think about how you would answer questions related to your experience with client communication and your understanding of investment platforms. Be ready to discuss how you've supported paraplanners or processed new business applications in the past.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Customer Service Skills
Since the role requires excellent telephone manner and customer service skills, be prepared to share specific examples of how you've successfully handled client interactions in the past. Highlight your ability to communicate effectively and resolve issues.
✨Demonstrate Organisational Skills
The job demands a structured approach, especially under pressure. Discuss how you prioritise tasks and manage deadlines. You might want to mention any tools or methods you use to stay organised, such as to-do lists or project management software.
✨Familiarity with Financial Software
Make sure to brush up on your knowledge of back office systems like Intelliflo and investment platforms. Be ready to discuss your experience with these tools and how you've used them to maintain client records or process applications.
✨Understand Compliance and Regulatory Requirements
Since compliance is crucial in financial services, demonstrate your understanding of relevant regulations and processes. Prepare to discuss how you've ensured compliance in your previous roles and how you stay updated on regulatory changes.
