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- Tasks: Support the Director with administrative tasks and financial services operations.
- Company: Highly regarded Independent Financial Advisers firm in Devon.
- Benefits: Hybrid working options, supportive team environment, and career development opportunities.
- Why this job: Join a respected firm and gain valuable experience in the financial services industry.
- Qualifications: Interpersonal skills, financial services knowledge, and experience with Intelligent Office preferred.
- Other info: Opportunity to work closely with experienced professionals and grow your career.
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 in Honiton employer: Bond Recruitment Ltd
Contact Detail:
Bond Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Honiton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the hunt for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, understand their values, and be ready to discuss how your skills align with their needs. Practise common interview questions and think about how you can showcase your interpersonal skills and sense of humour.
✨Tip Number 3
Show off your tech skills! If you’ve got experience with Intelligent Office or similar software, make sure to highlight that in conversations. Being tech-savvy is a big plus in this role, so don’t shy away from discussing your proficiency.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate candidates who want to join a top-notch IFA firm. So, what are you waiting for? Get your application in!
We think you need these skills to ace IFA Administrator in Honiton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight any relevant experience in financial services and showcase your interpersonal skills. We want to see how you can support the Director effectively!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Let us know why you’re a great fit and how your sense of humour can contribute to our team culture.
Showcase Your Skills: Don’t forget to mention any experience with Intelligent Office or similar systems. If you’ve got a knack for checking files for completeness or updating templates, let us know! We love candidates who are detail-oriented.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get back to you quickly. We can’t wait to hear from you!
How to prepare for a job interview at Bond Recruitment Ltd
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of the financial services industry. Familiarise yourself with common terms and practices, especially those related to Independent Financial Advisers. This will show that you're not just a good listener but also someone who understands the field.
✨Show Off Your Interpersonal Skills
During the interview, be ready to demonstrate your interpersonal skills. Use examples from past experiences where you've effectively communicated or collaborated with others. A good sense of humour can go a long way, so don’t hesitate to let your personality shine through!
✨Get Comfortable with Intelligent Office
If you have experience with Intelligent Office, make sure to mention it! If not, take some time to learn about it before the interview. Being able to discuss how you would use this tool to manage tasks like updating advice files or checking for completeness will impress your interviewers.
✨Be Ready to Adapt
The role requires a mix of high-level work and administrative tasks, so be prepared to discuss your flexibility. Share examples of how you've successfully juggled different responsibilities in the past, and express your willingness to step in and help out wherever needed.
