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- Tasks: Provide admin support to financial advisers and paraplanners in a dynamic environment.
- Company: Join a reputable financial planning practice in St Albans.
- Benefits: Gain valuable experience and develop your skills in a supportive team.
- Why this job: Kickstart your career in finance while making a real difference.
- Qualifications: A Levels and GCSEs in English and Maths required.
- Other info: Ideal for those looking to grow in a professional office setting.
The predicted salary is between 30000 - 42000 £ per year.
We are recruiting for a financial planning practice in St Albans who are looking to recruit an IFA administrator.
Job Purpose: To provide administrative support to Paraplanners & Financial Advisers within the business.
Main Activities:
- To produce accurate Annual Review Packs for Financial Advisers and process associated tasks
- Assist Paraplanners with:
- Basic advice events, such as fund switches and investment withdrawals.
- Producing illustrations and reports for new business
- Processing applications when required
Skills/competencies:
- Familiar with Word and Excel
- Good team worker
- Good written and verbal communication skills
- Highly organised
- Able to exercise initiative
- Any knowledge on True Potential and/or Defaqto helpful but not essential
Qualifications:
- Essential - Educated to GCE 'A’ Level, GCSE English, GCSE Maths
Experience:
- Ideally some office experience in a similar role/working environment
IFA Administrator - St Albans employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator - St Albans
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, especially those who might know about opportunities at firms like the one in St Albans. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial products and services. Being able to discuss fund switches or investment withdrawals confidently will show you're ready to support the team effectively.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects. This will highlight your ability to handle the administrative demands of the IFA Administrator role.
✨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 take that extra step to connect with us directly.
We think you need these skills to ace IFA Administrator - St Albans
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight any relevant experience you have in administrative support, especially in financial services. We want to see how your skills match what we're looking for!
Craft a Catchy Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team in St Albans. Be sure to mention your familiarity with Word and Excel, and any experience with True Potential or Defaqto if you have it.
Show Off Your Communication Skills: Since good written communication is key for this role, make sure your application is clear and concise. We love a well-structured application that showcases your ability to communicate effectively, so don’t hold back!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us. Plus, it’s super easy!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on the basics of financial planning and the role of an IFA administrator. Familiarise yourself with terms like 'Annual Review Packs' and 'True Potential'. This will show that you're not just interested in the job, but that you understand what it entails.
✨Show Off Your Skills
Prepare examples of how you've used Word and Excel in previous roles. Whether it's creating reports or managing data, having specific instances ready will demonstrate your competence and make you stand out as a candidate.
✨Communication is Key
Since good written and verbal communication skills are essential, practice articulating your thoughts clearly. You might be asked to explain complex ideas simply, so think about how you can convey information effectively during the interview.
✨Be Organised
Bring along a notepad with questions for the interviewer and notes about your experiences. This shows that you're organised and serious about the position. Plus, it’ll help you remember key points you want to discuss!
