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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 Newcastle.
- 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 room for personal development.
The predicted salary is between 30000 - 48000 £ per year.
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Newcastle Upon Tyne 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
- 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 Newcastle upon Tyne 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 Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial products and legislation. We want you to be the go-to person for client queries, so show off your expertise and confidence during the chat!
✨Tip Number 3
Practice your communication skills! Since you'll be handling client queries, it's crucial to convey information clearly and professionally. Try role-playing with a friend to nail down your responses.
✨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 in Newcastle upon Tyne
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 and administration, and don’t forget to showcase your communication skills and attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention specific responsibilities from the job description and how your skills align with them.
Showcase Your IT Skills: Since the role requires confidence with IT and office software, make sure to mention your proficiency in tools like Word, Excel, and PowerPoint. If you have experience with any financial software, definitely include that too!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
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 you'll be the point of contact for client queries, practice articulating your thoughts clearly and professionally. Consider role-playing common scenarios with a friend to build your confidence in handling enquiries and requests.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed workloads or prioritised tasks in previous roles. This will demonstrate your ability to handle the administrative aspects of the job effectively, which is key for this position.
✨Be Ready for Teamwork Questions
Think about times when you've worked as part of a team. Be prepared to discuss how you contributed to group success and how you adapt to different team dynamics, as collaboration is essential in this role.
