Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support the Director with administrative tasks and financial services operations.
- Company: Join a respected firm of Independent Financial Advisers in beautiful Devon.
- Benefits: Enjoy a hybrid work model and a supportive team environment.
- Why this job: Gain valuable experience in finance while working with a fun and friendly team.
- Qualifications: Financial services knowledge is essential; Intelligent Office experience is a plus.
- Other info: Opportunity to grow into high-level tasks while maintaining a sense of humor.
The predicted salary is between 28800 - 43200 £ per year.
Our client, a very well established and respected firm of Independent Financial Advisers in Devon are currently looking to recruit an Administrator to work closely and to support the Director.
The successful candidate will have good interpersonal skills, be a good listener and have a good sense of humour.
Working in the office initially, the successful candidate will have the ability for more of a hybrid approach when self-sufficient.
- Financial services industry knowledge is required; the role will include. Working closely with the Director
- Report template updates
- Updating advice file check sheets
- Checking files for completeness
- Adding fees and policies onto IO, therefore Intelligent Office experience would be beneficial.
- Gathering data for policies for example platform due diligence
- Willing to step in to help office manager/servicing manager in their absence.
- Willing to carry out more high-level work, but also happy to carry out administrative tasks.
If you would like to work for one of the most highly regarded IFA firms in the area then please apply today and we will be in touch to discuss your application.
IFA Administrator employer: Bond Rec
Contact Detail:
Bond Rec Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarize yourself with Intelligent Office (IO) software, as experience with this tool will be beneficial for the role. Consider taking online tutorials or courses to enhance your skills and demonstrate your commitment to learning.
✨Tip Number 2
Brush up on your knowledge of the financial services industry. Understanding key concepts and current trends will not only help you in the role but also show your potential employer that you're serious about the position.
✨Tip Number 3
Highlight your interpersonal skills during any discussions or interviews. Since the role requires good listening skills and a sense of humor, think of examples from your past experiences where you've successfully communicated and built relationships.
✨Tip Number 4
Be prepared to discuss your willingness to take on both high-level tasks and administrative duties. Showing flexibility and a positive attitude towards various responsibilities will make you a more attractive candidate.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description and understand the key responsibilities and requirements. Highlight your relevant experience in financial services and any specific skills that align with the role.
Tailor Your CV: Customize your CV to reflect your experience in the financial services industry. Emphasize your interpersonal skills, attention to detail, and any experience with Intelligent Office or similar systems.
Craft a Strong Cover Letter: Write a cover letter that showcases your personality and sense of humor, as well as your motivation for applying. Mention how you can support the Director and contribute to the team.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no typos or grammatical errors, as attention to detail is crucial in this role.
How to prepare for a job interview at Bond Rec
✨Show Your Financial Services Knowledge
Make sure to brush up on your knowledge of the financial services industry. Be prepared to discuss relevant experiences and how they relate to the role, especially regarding the tasks mentioned in the job description.
✨Demonstrate Interpersonal Skills
Since good interpersonal skills are crucial for this position, think of examples from your past where you effectively communicated or collaborated with others. Highlight your ability to listen and engage positively.
✨Be Ready for Administrative Tasks
The role involves both high-level work and administrative tasks. Prepare to discuss your experience with similar responsibilities and how you manage your time between different types of work.
✨Emphasize Adaptability
With the potential for a hybrid working approach, it's important to show that you can adapt to different working environments. Share examples of how you've successfully transitioned between office and remote work in the past.
