At a Glance
- Tasks: Support Financial Planners and ensure smooth client management.
- Company: Reputable IFA practice with a focus on teamwork and client service.
- Benefits: Gain valuable experience in financial planning and develop your career.
- Other info: Opportunity to work closely with directors and drive business growth.
- Why this job: Be part of a dynamic team and make a real difference for clients.
- Qualifications: Experience in financial planning and strong customer service skills.
The predicted salary is between 30000 - 42000 £ per year.
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 Godalming employer: Blakemore Recruitment
Join a dynamic and supportive team at our esteemed IFA practice, where your contributions directly impact client satisfaction and business growth. We prioritise employee development, offering opportunities for professional advancement while fostering a collaborative work culture that values teamwork and innovation. Located in a vibrant area, we provide a stimulating environment that encourages personal and career growth, making us an exceptional employer for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Sales Support Administrator in Godalming
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, especially those who work at firms you're interested in. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by practising common questions related to client management and team dynamics. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your passion for customer service during interviews. Share specific examples of how you've gone above and beyond for clients in the past. This will demonstrate that you truly understand the importance of putting customers at the heart of everything.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace IFA Sales Support Administrator in Godalming
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the IFA Sales Support Administrator role. Highlight your customer service experience and any relevant financial planning background to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about delivering excellent customer service and how you can contribute to our team. Keep it friendly and professional, just like we are at StudySmarter.
Showcase Your Team Spirit:We love team players! In your application, mention any experiences where you’ve worked collaboratively with others. This will help us see how you can positively contribute to our team morale and energy.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our awesome team!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of investment products like ISAs, Pensions, and Bonds. Being able to discuss these confidently will show that you're serious about the role and understand the financial planning environment.
✨Customer Service is Key
Since providing excellent customer service is a top priority, think of examples from your past experiences where you've gone above and beyond for clients. Be ready to share these stories during the interview to demonstrate your commitment to customer satisfaction.
✨Team Player Vibes
This role requires a great team player, so be prepared to talk about how you've contributed positively to team morale in previous jobs. Share specific instances where you’ve collaborated with others or helped resolve conflicts to highlight your teamwork skills.
✨Be Proactive
Show that you’re a self-starter by discussing any initiatives you've taken in past roles. Whether it’s improving processes or taking on additional responsibilities, demonstrating your proactive nature will resonate well with the interviewers.
