At a Glance
- Tasks: Support financial advisors with client management and administrative tasks.
- Company: Dynamic financial planning practice in Amersham.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for growth in a fast-paced, rewarding industry.
- Why this job: Join a team where your skills make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong communication skills required.
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 employer: Blakemore Recruitment
Join a dynamic Financial Planning practice in Amersham, where we prioritise employee development and foster a collaborative work culture. Our team thrives on mutual support and continuous learning, offering you the chance to enhance your skills in a rewarding environment. With a focus on accuracy and attention to detail, you'll play a vital role in client management while enjoying the benefits of a supportive workplace that values your contributions.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Sales Support Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about opportunities at firms like the one in Amersham. A friendly chat can sometimes lead to a job offer before it even gets advertised!
✨Tip Number 2
Prepare for interviews by brushing up on FCA regulations and guidelines. We all know that knowledge is power, so being well-versed in these areas will show potential employers that you're serious about the role and ready to hit the ground running.
✨Tip Number 3
Practice your communication skills! Whether it's verbal or written, being able to articulate your thoughts clearly is crucial in this field. Try role-playing interview scenarios with a friend or family member to build your confidence.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for roles like the IFA Sales Support Administrator. Plus, we’re always here to help you navigate the application process if you need it!
We think you need these skills to ace IFA Sales Support Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Sales Support Administrator role. Highlight your experience with FCA regulations and any relevant IT skills, especially if you know Intelligent Office. We want to see how your background fits with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial services and how your skills can support our team. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills:Since good communication is key in this role, make sure your written application reflects that. Use clear language and check for any typos or errors. We appreciate attention to detail, so let that shine through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your FCA Regulations
Brush up on your understanding of FCA regulations and guidelines. This knowledge is crucial for the IFA Sales Support Administrator role, so be prepared to discuss how these regulations impact your work and the financial services industry.
✨Showcase Your Teamwork Skills
Since this role requires good team working and liaison skills, think of examples from your past experiences where you effectively supported your team. Be ready to share how you contributed to a positive team environment and helped others succeed.
✨Demonstrate Your IT Proficiency
Familiarise yourself with the computer packages commonly used in the industry, especially Intelligent Office if you can. During the interview, mention any relevant software you’ve used and how it has helped you manage tasks efficiently.
✨Prioritisation is Key
Prepare to discuss how you prioritise and organise your workload, especially under pressure. Share specific strategies or tools you use to stay on top of deadlines and ensure accuracy in your work.
