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For Companies At a Glance
- Tasks: Be the go-to person for client queries about pensions and investments.
- Company: Join a respected national firm of independent financial advisers in Warrington.
- Benefits: Enjoy a supportive work environment with opportunities for growth and learning.
- Why this job: Gain valuable experience in finance while helping clients achieve their goals.
- Qualifications: Strong communication skills and a knack for organization are key; experience in finance is a plus.
- Other info: Ideal for motivated individuals who thrive in a team and adapt to change.
The predicted salary is between 28800 - 43200 £ per year.
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Warrington offices.
The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.
Specific Responsibilities:
The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable: –
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Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries,
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Screening phone calls, enquiries and requests, and handling them where appropriate,
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Preparation of client review packs,
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Illustration requests,
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Back office support,
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Ensure that all financial planning client administration is carried out in accordance with the Firm’s procedures,
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Maintain client records on the company software and ensure the client and firm’s files are well presented, accurate and compliant,
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Keep up to date with financial products and legislation,
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Comply with all company and industry guidelines, rules and regulations
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Experience working in a Financial Advice firm is advantageous,
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The role requires a reliable individual who has the ability to manage and prioritise workloads,
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Role holders will be motivated, friendly and professional at all times,
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Outstanding communication skills at all levels,
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Ability to produce business correspondence, proof-read for grammar, spelling and punctuation with a high degree of accuracy,
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Analytical and problem solving skills,
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Experience of working as part of a team,
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Flexibility/ adaptability to cope with change,
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Confident with IT and office software packages (Word, Excel, PowerPoint etc).
IFA Administrator employer: Bond Recruitment Ltd
Contact Detail:
Bond Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarize yourself with the latest financial products and legislation. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the financial advisory field.
✨Tip Number 2
Practice your communication skills, especially in handling client queries. Role-play scenarios where you respond to common client questions about pensions and investments to build your confidence.
✨Tip Number 3
Showcase your organizational skills by preparing a mock client review pack. This will give you a practical understanding of what the role entails and can be a great talking point during your interview.
✨Tip Number 4
Highlight any previous experience in financial advice firms or similar roles. If you have worked in a team environment, be ready to discuss how you contributed to team success and managed workloads effectively.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the IFA Administrator position. Make sure you understand the key responsibilities and required skills, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial advice firms or similar roles. Be specific about your responsibilities and achievements that align with the duties listed in the job description.
Showcase Communication Skills: Since outstanding communication skills are crucial for this role, provide examples in your application that demonstrate your ability to communicate effectively, both verbally and in writing. Mention any relevant experiences where you successfully handled client queries or produced business correspondence.
Proofread Your Application: Before submitting your application, carefully proofread your documents for grammar, spelling, and punctuation errors. A high degree of accuracy is essential, so ensure everything is polished and professional.
How to prepare for a job interview at Bond Recruitment Ltd
✨Show Your Knowledge of Financial Products
Make sure to brush up on the latest financial products and legislation before your interview. Being able to discuss these topics confidently will demonstrate your commitment to the role and your understanding of the industry.
✨Highlight Your Communication Skills
Since the role involves acting as a point of contact for clients, it's crucial to showcase your outstanding communication skills. Prepare examples of how you've effectively handled client queries or resolved issues in previous roles.
✨Demonstrate Your Organizational Abilities
The ability to manage and prioritize workloads is key for this position. Be ready to discuss specific instances where you successfully managed multiple tasks or projects, ensuring that everything was completed accurately and on time.
✨Prepare for Teamwork Questions
As the role requires working as part of a team, think of examples that highlight your collaborative skills. Discuss how you've contributed to team success and adapted to changes within a group setting.
