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For Companies At a Glance
- Tasks: Support financial planners with client management and administrative tasks.
- Company: Join a dynamic Financial Planning practice in Amersham, dedicated to client success.
- Benefits: Enjoy a competitive salary, 25 days holiday, pension scheme, and group life insurance.
- Why this job: Be part of a supportive team, develop your skills, and make a real impact in finance.
- Qualifications: Good communication skills, IT proficiency, and an understanding of FCA regulations are essential.
- Other info: Ideal for those eager to learn and grow in the financial services industry.
The predicted salary is between 30000 - 42000 £ per year.
A leading IFA is currently seeking an Experienced Sales Support Administrator to join their busy and growing team due to expansion and increased business levels. You will be working alongside some exceptional IFA\’s providing excellent administration support. Duties will include day to day administration processing applications, chasing outstanding information, dealing with external companies as well as assisting the Paraplanners ( Individual Life & Pensions and Employee Benefits).
You will hold some RO/CF exams and will be encouraged to progress toward Diploma status as this role will progress to a Paraplanning role in the future. The ideal candidate will be working as an IFA support currently and will be looking to progress their career.
Excellent salary and career path on offer.
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 FCA regulations and guidelines. Understanding these will not only help you in the role but also demonstrate your commitment to compliance during interviews.
✨Tip Number 2
Brush up on your IT skills, especially with software like Intelligent Office. Being proficient in the tools used in the industry can set you apart from other candidates.
✨Tip Number 3
Practice your communication skills, both written and verbal. You’ll need to liaise with clients and team members effectively, so being articulate and clear is key.
✨Tip Number 4
Showcase your ability to prioritise and manage your workload. Think of examples from your past experience where you successfully handled multiple tasks under pressure.
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 services and administration. Emphasise your understanding of FCA regulations and any specific software skills, such as Intelligent Office.
Craft a Strong Cover Letter: Write a cover letter that showcases your communication skills and explains why you're a great fit for the IFA Sales Support Administrator role. Mention your ability to work under pressure and your attention to detail.
Highlight Teamwork Skills: In your application, provide examples of how you've effectively worked within a team. This is crucial for the role, so demonstrate your ability to support colleagues and manage tasks collaboratively.
Show Willingness to Learn: Express your eagerness to continue developing your knowledge of financial products and services. Mention any formal or informal learning experiences that have prepared you for this role.
How to prepare for a job interview at Blakemore Recruitment
✨Show Your Team Spirit
Since the role requires good team working and liaison skills, be prepared to discuss examples of how you've effectively collaborated with colleagues in the past. Highlight your ability to support others and contribute positively to a team environment.
✨Know Your FCA Regulations
Understanding FCA regulations is crucial for this position. Brush up on key guidelines related to financial services before the interview. Being able to discuss these regulations confidently will demonstrate your commitment to compliance and professionalism.
✨Demonstrate Your Communication Skills
Effective communication is essential in this role. Practice articulating your thoughts clearly and concisely. Be ready to provide examples of how you've successfully managed client queries or communicated complex information in a straightforward manner.
✨Highlight Your IT Proficiency
Familiarity with industry-specific software like Intelligent Office can set you apart. If you have experience with relevant IT tools, be sure to mention it. Discuss how your technical skills have helped you manage workloads efficiently and accurately in previous roles.
