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- Tasks: Support Financial Planners with client management and administrative tasks.
- Company: Join a respected IFA practice known for its collaborative culture.
- Benefits: Gain hands-on experience and work closely with directors in a supportive environment.
- Why this job: Perfect for those seeking to develop skills in finance while making a real impact.
- Qualifications: Strong communication, organisational skills, and familiarity with MS Office required.
- Other info: Opportunity to assist with diverse tasks and grow within the firm.
The predicted salary is between 28800 - 43200 £ per year.
Purpose of the role: To provide both clerical and administrative support to ensure the smooth running of the firm, specifically assisting the firm's Financial Planners with day-to-day client management.
Skills and knowledge required:
- Deal with telephone and email enquiries.
- Assisting with onsite meetings.
- Maintain filing systems/client files.
- Scanning and indexing documents and emails to Virtual Cabinet.
- Preparing meeting packs with relevant forms for client meetings.
- Updating stocks of compliance forms for use, as and when required.
- Submitting new business, as and when required.
- Processing new business applications, tracking and managing new business pipeline.
- Setting up model portfolios.
- Investing funds, switching funds, setting up regular buys/sells.
- Preparing Valuations/Review Packs, as and when required.
- Liaising with Product Providers via telephone, email and online portals to obtain plan information.
- Carrying out post review rebalances of portfolios, as and when required.
- Maintain a client database/CRM system (Curo).
- Assisting Paraplanning Team, as and when required.
Skills required:
- Good written and oral communication skills.
- Good methodical and organisational skills.
- Accurate with good attention to detail.
- Knowledge of the following applications/software packages: MS Office - Word, Excel, Outlook.
- Knowledge of Microsoft Dynamics and Virtual Cabinet preferred but not essential.
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 tools and software mentioned in the job description, especially MS Office and any CRM systems. Being able to demonstrate your proficiency in these applications during the interview can set you apart from other candidates.
✨Tip Number 2
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. This will help illustrate your ability to handle the administrative demands of the role effectively.
✨Tip Number 3
Research the company and its financial planners. Understanding their approach and values will allow you to tailor your conversation during the interview, demonstrating your genuine interest in contributing to their success.
✨Tip Number 4
Prepare thoughtful questions about the role and the team dynamics. This not only shows your enthusiasm but also helps you assess if the company culture aligns with your own values and work style.
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 and skills that align with the role of IFA Sales Support Administrator. Emphasise your organisational skills, attention to detail, and any experience with client management or administrative support.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Explain how your previous experiences have prepared you for tasks like managing client files, preparing meeting packs, and liaising with product providers.
Showcase Relevant Skills: In your application, clearly demonstrate your proficiency in MS Office applications, especially Word and Excel. If you have experience with Microsoft Dynamics or Virtual Cabinet, mention it as it could give you an edge.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Organisational Skills
As an IFA Sales Support Administrator, you'll need to demonstrate your methodical and organisational skills. Be prepared to discuss specific examples of how you've managed multiple tasks or projects in the past, highlighting your attention to detail.
✨Familiarise Yourself with Relevant Software
Knowledge of MS Office is essential, so brush up on your skills in Word, Excel, and Outlook. If you have experience with Microsoft Dynamics or Virtual Cabinet, make sure to mention it, as this could set you apart from other candidates.
✨Prepare for Client Interaction Scenarios
Since the role involves dealing with client enquiries and assisting with meetings, think about how you would handle various client scenarios. Practising responses to common questions or issues can help you feel more confident during the interview.
✨Demonstrate Your Team Player Attitude
This position requires collaboration with Financial Planners and the Paraplanning Team. Be ready to share examples of how you've successfully worked in a team environment, showcasing your ability to support others and contribute to a positive workplace culture.
