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- Tasks: Support Financial Advisers and Paraplanners in managing client files and processing financial documents.
- Company: Established IFA firm known for guiding high net worth clients through financial decisions.
- Benefits: Attractive salary, comprehensive package, and a supportive team environment.
- Why this job: Join a friendly team and make a difference in clients' financial journeys.
- Qualifications: Strong organisational skills and a keen interest in finance.
- Other info: Great opportunity for career growth in a dynamic financial services environment.
The predicted salary is between 36000 - 60000 £ per year.
We are proudly assisting a well established IFA client of ours who are looking to add an additional Administrator to their lovely team. This client provides Independent Advice to high net worth clients and retail customers, guiding them through the complex financial decisions they have to make throughout their lives, and advising on a range of products such as Savings and investment products and Personal Pensions.
Daily duties will consist of:
- Assist Paraplanners and provide direct support to the Financial Advisers
- Processing the files to prepare for meetings
- Process post meeting for transferring clients to new providers
- Deal with processing the firms commission payments each month and assist with the invoice payables spreadsheet
- Gather plan info / send LOA
- Preparing quotes and Client packs
- Place trades and check contract notes
- Update the system with plans, fact-find and other info
- Organising client meetings and recording the outcome
Excellent salary and package on offer. If this role sounds of interest to you please apply.
IFA Administrator - Finchley in London employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator - Finchley in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who might know about opportunities at IFA firms. 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 your knowledge of financial products and services. Being able to discuss savings, investments, and pensions confidently will show you're ready to support the team effectively.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. When you find a role that excites you, make sure to apply through our website for a smoother process!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you fresh in the interviewer's mind and shows your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’d be a perfect fit for their team.
We think you need these skills to ace IFA Administrator - Finchley in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight any relevant experience you have in financial services, especially if you've worked with high net worth clients or in administrative roles before.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your skills align with what we're looking for. Be genuine and let your personality come through.
Showcase Your Attention to Detail: As an IFA Administrator, attention to detail is key. Make sure your application is free from typos and errors. This shows us that you take pride in your work and can handle the responsibilities of the role.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Products
Make sure you brush up on the various financial products mentioned in the job description, like savings and investment products and personal pensions. Being able to discuss these confidently will show your potential employer that you're not just a good fit for the role, but also genuinely interested in the industry.
✨Demonstrate Your Organisational Skills
As an IFA Administrator, you'll be juggling multiple tasks. Prepare examples of how you've successfully managed your time and organised your workload in previous roles. This could include managing client meetings or processing files efficiently—anything that showcases your ability to keep things running smoothly.
✨Prepare for Scenario Questions
Expect questions that put you in hypothetical situations related to client interactions or administrative challenges. Think about how you would handle a difficult client or a tight deadline. Practising these scenarios can help you articulate your thought process clearly during the interview.
✨Show Enthusiasm for Teamwork
This role involves supporting paraplanners and financial advisers, so it's crucial to convey your enthusiasm for teamwork. Share experiences where you've collaborated effectively with others, and highlight how you can contribute positively to their lovely team dynamic.
