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For Companies At a Glance
- Tasks: Support the Central Administration Team and ensure efficient use of Intelligent Office.
- Company: Boutique wealth planner and asset manager based in Marlow.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact in financial services.
- Qualifications: 2-3+ years in financial services administration and experience with Intelligent Office.
- Other info: Great opportunity for career advancement in a collaborative setting.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in Marlow. They are currently looking to recruit a Senior IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office.
Purpose of role
This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). It will include project work relating to data integrity, maintenance and development of admin processes, and technical support for client-facing admin teams in relation to the accurate use of the system.
Key Tasks:
- Opening and sorting daily post on a rota
- Sending daily post on a rota
- Answering the telephone and directing calls, taking and passing on messages
- Liaising with clients, insurance companies and advisers via e-mail, telephone and in person when clients visit the office
- Developing and building relationships with clients
- Preparation and submission of new business applications, including obtaining illustrations/quotations, product literature, fund/transfer values from insurance companies and chasing new business transactions ensuring they are completed smoothly and speedily
- Maintenance of client records using Iress (inputting new business, updating client investments)
- Scanning documentation
- Preparation of valuations
- Competent use of investment platform for placing trades and managing client cash accounts
Experience and Qualifications:
The successful candidate will have/be:
- 2-3+ years’ experience within the independent sector of the financial services industry, in a relevant administration or operations role
- 2-3+ years’ experience using Intelligent Office in an IFA administration role and a talent for working with systems and managing data effectively (candidates lacking the necessary iO experience will not be considered for the role)
- Excellent written and visual presentation skills with high attention to detail
- Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge
- Understanding of the needs of Financial Services teams and FCA rules and compliance
- A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage.
Senior IFA Administrator - Marlow employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator - Marlow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who know about IFA roles. A friendly chat can lead to insider info on job openings or even a referral.
✨Tip Number 2
Get your LinkedIn game on point! Make sure your profile highlights your experience with Intelligent Office and showcases your skills. Engage with relevant content and connect with professionals in the wealth planning sector.
✨Tip Number 3
Prepare for interviews by brushing up on common questions related to IFA administration. Be ready to discuss how you've used Intelligent Office effectively in past roles and how you can contribute to the team.
✨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 Senior IFA Administrator - Marlow
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your 2-3+ years of experience in the independent sector. We want to see how your background aligns with the role, especially your time using Intelligent Office. Don’t be shy—this is your chance to shine!
Tailor Your Application: Take a moment to customise your application for this specific role. Mention how your skills and experiences relate directly to the tasks listed in the job description. We love seeing candidates who take the time to connect the dots!
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured applications that are easy to read. Use bullet points if necessary to make your key achievements stand out!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy—just follow the prompts!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Intelligent Office
Make sure you brush up on your knowledge of Intelligent Office before the interview. Be ready to discuss how you've used it in previous roles and any specific projects you've worked on that involved data integrity or admin processes.
✨Showcase Your Communication Skills
Since the role involves liaising with clients and insurance companies, practice articulating your experience in client communication. Prepare examples of how you've built relationships and handled inquiries effectively.
✨Demonstrate Attention to Detail
Highlight your attention to detail by discussing past experiences where accuracy was crucial. Bring examples of how you've maintained client records or prepared business applications without errors.
✨Prepare for Technical Questions
Expect questions about your IT skills, especially regarding Microsoft Office and Excel. Be ready to explain how you've used these tools in your previous roles, particularly in managing data and preparing valuations.
