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For Companies At a Glance
- Tasks: Support Paraplanners in research, analysis, and implementation of new business.
- Company: Dynamic Financial Planning practice in North Leigh, Oxfordshire.
- Benefits: Competitive salary, generous pension, bonuses, and 23 days holiday.
- Why this job: Join a supportive team and grow your expertise in financial planning.
- Qualifications: Experience in data management and strong communication skills required.
- Other info: Enjoy professional development, early finish Fridays, and team-building activities.
The predicted salary is between 18480 - 25200 £ per year.
We are currently recruiting for a Financial Planning practice based in North Leigh, Oxfordshire who are looking to recruit an IFA Administrator.
The Role
Ideally they are looking for candidates with a minimum of 2 years’ experience, however we would be open to discussions if you have some relevant experience, along with a desire to build upon your knowledge and expertise within a technical support role.
Responsibilities:
- Supporting the Paraplanner(s) in research and analysis to meet Client needs and objectives.
- Supporting the Paraplanner(s) in the implementation of new business.
- Developing and maintaining internal relationships to help maintain business flow and meet agreed targets.
- Contributing to the smooth running of the technical administrative function within the business.
- Promoting the profile of the business within the profession and wider communities.
- Continuous professional development to meet regulatory requirements and personal development needs.
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
Ideally you will have:
- Strong data management skills, with the ability to interpret, analyse and explain information clearly.
- An excellent standard of written and verbal communication, delivered professionally, with attention to detail.
- The ability to ensure that data is recorded within internal systems, to maintain accuracy and compliance.
- Good computer knowledge and skills; fully comfortable with Microsoft Word and Excel.
- A good knowledge of investment, pension and insurance products – this would include the various WRAP/Platform providers in the industry.
- Good working knowledge of Intelligent Office would be beneficial.
- Analytical thinking, with the ability to understand a situation and derive an intelligent and thoughtful response.
- The ability to empathise and build strong relationships with clients, colleagues, strategic partners and third party providers.
- Strong communication skills to deliver excellent customer service to clients and third parties by telephone and email; an ability to convey technical details to a non-technical audience.
- The ability to work using your own initiative, with a ‘can do’ attitude.
- The ability to manage your own time and workload to ensure that all contractual obligations are met.
Salary £23-30k (dependant on experience) + full support with on-going professional training and development + benefits including generous company pension + bonus + 23 days holiday + bank holidays + early finish Friday + life insurance + income protection benefit + private medical insurance + regular team building days + free parking + employee discount benefits.
IFA Administrator in North Leigh employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in North Leigh
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one in North Leigh. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment, pension, and insurance products. Being able to discuss these topics confidently will show you're serious about the role and ready to support the Paraplanner(s) effectively.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application and get noticed. Plus, it’s a great way to show you’re genuinely interested in joining our team and contributing to the business's success.
We think you need these skills to ace IFA Administrator in North Leigh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your relevant experience, especially in data management and communication skills, as these are key for us.
Craft a Compelling Cover Letter: Your cover letter should tell us why you’re the perfect fit for our team. Share your passion for financial planning and how your skills align with our needs.
Showcase Your Technical Skills: We love candidates who are comfortable with tech! Mention your proficiency in Microsoft Word and Excel, and any experience with Intelligent Office or similar systems.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you don’t miss out on any important updates.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of investment, pension, and insurance products. Familiarise yourself with the various WRAP/Platform providers in the industry. This will not only show your enthusiasm for the role but also demonstrate that you’re ready to hit the ground running.
✨Showcase Your Communication Skills
Since strong communication is key in this role, practice explaining complex financial concepts in simple terms. You might even want to prepare a few examples of how you've successfully communicated with clients or colleagues in the past. This will highlight your ability to convey technical details effectively.
✨Demonstrate Your Analytical Thinking
Be prepared to discuss situations where you've had to analyse data or solve problems. Think of specific examples that showcase your analytical skills and how they’ve helped in previous roles. This will help the interviewers see your thought process and how you approach challenges.
✨Emphasise Your Initiative
The role requires someone who can work independently and manage their own workload. Share instances where you've taken the initiative in your previous jobs, whether it was streamlining a process or taking on additional responsibilities. This will show that you have a proactive attitude and can contribute positively to the team.
