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For Companies At a Glance
- Tasks: Assist clients with queries on pensions and investments while managing office administration.
- Company: Respected national firm of independent financial advisers in Milton Keynes.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Experience in financial advice is a plus; strong communication and IT skills required.
- Other info: Flexible work environment with a focus on teamwork and client satisfaction.
The predicted salary is between 30000 - 42000 £ per year.
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Milton Keynes 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:
- 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.
- Screening phone calls, enquiries and requests, and handling them where appropriate.
- Preparation of client review packs.
- Illustration requests.
- Back office support.
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
- Keep up to date with financial products and legislation.
- Comply with all company and industry guidelines, rules and regulations.
Experience and key requirements are:
- Experience working in a Financial Advice firm is advantageous.
- The role requires a reliable individual who has the ability to manage and prioritise workloads.
- Role holders will be motivated, friendly and professional at all times.
- Outstanding communication skills at all levels.
- Ability to produce business correspondence, proof-read for grammar, spelling and punctuation with a high degree of accuracy.
- Analytical and problem solving skills.
- Experience of working as part of a team.
- Flexibility/ adaptability to cope with change.
- Confident with IT and office software packages (Word, Excel, PowerPoint etc).
IFA Administrator in Milton Keynes 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 Milton Keynes
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector 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 common questions for IFA Administrator roles and practice your responses. Make sure you can showcase your communication skills and problem-solving abilities, as these are key in this line of work.
✨Tip Number 3
Don’t forget to follow up! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that IFA Administrator gig. Plus, applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace IFA Administrator in Milton Keynes
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 advice firms and showcase your skills in client communication and administration. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your motivation, relevant skills, and how you can contribute to our firm. Keep it friendly and professional, just like us!
Showcase Your Attention to Detail: Since the role involves a lot of documentation and compliance, make sure to proofread your application materials. We love candidates who pay attention to detail, so double-check for any grammar or spelling mistakes before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Bond Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on the latest financial products and legislation. Being able to discuss current trends or recent changes in the industry will show that you're proactive and knowledgeable, which is crucial for an IFA Administrator.
✨Practice Your Communication Skills
Since outstanding communication is key for this role, practice articulating your thoughts clearly. You might want to prepare answers to common interview questions and even role-play with a friend to get comfortable with handling client queries.
✨Showcase Your Organisational Skills
Be ready to discuss how you manage and prioritise workloads. Think of specific examples from your past experience where you successfully juggled multiple tasks, as this will demonstrate your reliability and ability to handle the demands of the role.
✨Familiarise Yourself with the Company
Do some research on the firm you're interviewing with. Understanding their values, services, and client base will not only help you tailor your responses but also show your genuine interest in becoming part of their team.
