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- Tasks: Provide top-notch admin support to Financial Planners and enhance client service.
- Company: Join a leading National Financial Planning practice in Henley-on-Thames.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Be part of a dynamic team making a real difference in clients' financial journeys.
- Qualifications: FPC qualified or equivalent, strong customer service skills, and good IT proficiency.
- Other info: Opportunity for growth in a collaborative and compliant-focused workplace.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a National Financial Planning practice who are looking for a Senior IFA Administrator in their Henley-on-Thames office.
Job Purpose
The Senior Administrator will provide high quality administrative support to our Financial Planners to enable them to provide an outstanding service to their clients.
Principal Accountabilities
- Client meeting preparation including issuing letters of authority and collating information for Financial Planners / Paraplanners
- Preparing valuations and mailings
- Assist in product research and information gathering
- Obtaining illustrations from Assureweb and product providers
- Processing new business applications, checking all compliance aspects and chasing them through to completion
- Dealing with existing business queries
- Producing client review packs for Financial Planners
- Preparing and maintaining client files on Intelliflo (IO):
- Collate all the quantitative detailed information required to support any recommendations to be made
- Ensure all relevant paperwork held within a client file for the report is present, relevant and compliant
- Ensure all appropriate ‘know your client’ information has been obtained and can be demonstrated within the relevant client file
Knowledge, Experience and Skills
- The requisite generic knowledge and qualification being at least FPC qualified or equivalent
- Ideally educated to at least A level or equivalent standard
- Maths and English GCSE or equivalent at Grade B or above is preferable
- Significant experience of working with a Financial Advisor or comparable
- Understanding of the provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures
- Strong customer services skills
- Good IT skills including the use of Microsoft Office
- Knowledge of Intelliflo (IO) or similar client database system would be an advantage
Senior IFA Administrator - Henley-on-Thames employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator - Henley-on-Thames
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about openings at firms like the one in Henley-on-Thames. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance and client management systems like Intelliflo. We want you to show off your skills and experience, so practice answering questions related to the job description to make a great impression!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can keep you fresh in their minds and shows your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit for the Senior IFA Administrator position.
✨Tip Number 4
Apply through our website for the best chance of landing that dream job! We’ve got all the resources you need to make your application stand out, so take advantage of them and let’s get you into that office in Henley-on-Thames!
We think you need these skills to ace Senior IFA Administrator - Henley-on-Thames
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior IFA Administrator role. Highlight your relevant experience and skills, especially those that align with the job description. We want to see how you can support our Financial Planners!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past work that demonstrate your ability to provide high-quality administrative support.
Showcase Your Compliance Knowledge: Since compliance is key in this role, make sure to mention any relevant training or experience you have in this area. We need someone who understands the importance of adhering to policies and procedures!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on the key responsibilities of the Senior IFA Administrator role. Familiarise yourself with client meeting preparation, compliance checks, and the use of Intelliflo. Being able to discuss these topics confidently will show that you're serious about the position.
✨Showcase Your Experience
Prepare specific examples from your past work that demonstrate your experience in financial administration. Highlight situations where you've successfully managed client files, processed applications, or dealt with compliance issues. This will help the interviewers see how you can add value to their team.
✨Ask Smart Questions
Come prepared with insightful questions about the company’s approach to client service and compliance. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your values and work style.
✨Be Professional Yet Approachable
Remember, this role involves dealing with clients directly. During the interview, maintain a professional demeanour but also let your personality shine through. Show that you can be both courteous and friendly, as this is crucial for building client relationships.
