Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Paraplanner and Financial Adviser with technical admin tasks and client queries.
- Company: Join a small, dynamic Financial Planning practice in the heart of London.
- Benefits: Enjoy a collaborative work environment and opportunities for professional growth.
- Why this job: Be part of a team that values client relationships and community impact.
- Qualifications: Experience in financial administration and strong communication skills are essential.
- Other info: Located near Liverpool Street station, perfect for commuting.
The predicted salary is between 43200 - 72000 £ per year.
We are currently recruiting for a small Financial Planning practice based in London who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. The company is based in the City near Liverpool Street station. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards. Providing technical information to ensure workflows are followed and standards adhered. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands. Key Tasks and Responsibilities: Obtaining full policy information Producing client Annual Review Reports Dealing with client queries Assisting with product research Processing applications Upkeep of company database with full and accurate client records Liaising with product providers and other relevant third parties Individual workflow and task delivery Generate FE Performance Reports Supporting the delivery of and achievement of the client service standards
Senior IFA Administrator employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator
✨Tip Number 1
Familiarize yourself with the financial planning industry, especially the role of an IFA Administrator. Understanding the technical aspects and regulatory requirements will help you stand out during the interview.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who work as IFAs or in administrative roles. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 3
Demonstrate your organizational skills by preparing examples of how you've maintained accurate records and managed client information in previous roles. This will show your capability to handle the responsibilities outlined in the job description.
✨Tip Number 4
Research the company’s values and recent developments in the financial planning space. Tailoring your conversation to align with their mission can make a strong impression during the interview process.
We think you need these skills to ace Senior IFA Administrator
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and key contributions of the Senior IFA Administrator position. Tailor your application to highlight your relevant experience in providing technical administrative support and maintaining client relationships.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous roles that involved client management, policy information handling, and report production. Use specific examples to demonstrate your skills in processing applications and dealing with client queries.
Showcase Your Professionalism: Since the role requires a professional demeanor and adherence to regulatory demands, make sure to convey your understanding of these aspects in your application. Mention any relevant certifications or training that showcase your commitment to professionalism in the financial sector.
Proofread Your Application: Before submitting your application, carefully proofread your documents for any errors or inconsistencies. A well-presented application reflects your attention to detail, which is crucial for the role of a Senior IFA Administrator.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Technical Stuff
As a Senior IFA Administrator, you'll need to demonstrate your understanding of financial products and regulations. Brush up on the latest industry standards and be ready to discuss how you've applied this knowledge in previous roles.
✨Showcase Your Client Relationship Skills
Since maintaining good relationships with clients is key, prepare examples of how you've successfully managed client interactions in the past. Highlight any strategies you've used to enhance client satisfaction and loyalty.
✨Be Process-Oriented
The role involves supporting internal processes, so be prepared to discuss your experience with workflow management. Share specific instances where you've improved processes or maintained service standards in your previous positions.
✨Demonstrate Professionalism
Conducting yourself in a professional manner is crucial. Practice your communication skills and ensure you convey confidence and professionalism throughout the interview. This includes dressing appropriately and being punctual.
