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For Companies At a Glance
- Tasks: Provide top-notch admin support to Financial Planners and enhance client service.
- Company: Reputable Financial Planning practice in Poole with a supportive team.
- Benefits: Competitive salary, professional development, and a friendly work environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: FPC qualified or equivalent, with strong admin skills and financial knowledge.
- Other info: Great opportunity for career growth in a thriving financial sector.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a highly regarded Financial Planning practice based in Poole who are looking for a Senior Administrator.
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 to 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
- Organising and maintaining effective filing and communication systems in the office including client database management on IO
- General office administration including opening, distributing and logging post
- Ensure all dealings with clients are carried out in a professional and courteous manner
- Ensure all supporting documentation is maintained as per company procedures
- Maintain all standards of performance as required by the firm
- Ensure all mandatory annual Compliance and Anti Money Laundering training is complete and up to date, and be able to demonstrate a satisfactory level of understanding and responsibilities;
- Comply with the firm’s Compliance Manual, Human Resource Procedures, and other policies and procedures. Where those policies and procedures are not clearly defined individuals are expected to highlight this and work with relevant teams to make the necessary improvements;
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
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Senior IFA Administrator - Poole employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator - Poole
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the firm you're eyeing. A friendly chat can open doors that applications alone can't.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of compliance and client management systems like Intelliflo. We want you to show off your skills and experience confidently, so practice common interview questions related to the role.
✨Tip Number 3
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the position. Plus, it’s a great chance to reiterate why you’re the perfect fit.
✨Tip Number 4
Apply through our website for a smoother process! It not only makes it easier for us to track your application but also shows you’re keen on joining our team. Let’s get you that Senior IFA Administrator role!
We think you need these skills to ace Senior IFA Administrator - Poole
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior IFA Administrator role. Highlight your experience in financial planning and administration, and don’t forget to mention any relevant qualifications like FPC or equivalent.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention specific experiences that relate to the job description, like client meeting preparation or compliance knowledge.
Show Off Your IT Skills: Since good IT skills are essential, make sure to mention your proficiency with Microsoft Office and any experience with Intelliflo or similar systems. This will show us you can hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it, so don’t miss out!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on the key responsibilities of a Senior IFA Administrator. 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 role.
✨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 queries. This will help the interviewers see how you can add value to their team.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to client service, compliance training, or team dynamics. This not only shows your interest but also helps you gauge if the company is the right fit for you.
✨Dress the Part
First impressions matter, especially in a professional setting like financial planning. Dress smartly and appropriately for the interview to convey professionalism and respect for the role you're applying for. It sets a positive tone right from the start!
