Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client queries about pensions and investments while providing essential back office support.
- Company: Respected national financial advisory firm with a strong reputation.
- 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: Strong communication skills and IT proficiency; experience in finance is a plus.
- Other info: Professional and reliable candidates will thrive in this role.
The predicted salary is between 30000 - 42000 £ per year.
A respected national financial advisory firm is looking for an IFA Administrator for their Newcastle upon Tyne office. The ideal candidate will manage client queries regarding pensions and investments, offer back office support, and maintain compliance with firm procedures.
Strong communication skills and proficiency in IT software are essential. Experience in a financial advice firm is preferred, and the role necessitates a reliable and professional demeanor.
IFA Administrator | Client Services & Financial Admin 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 | Client Services & Financial Admin in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, especially those who might know about openings at firms like the one you're eyeing. A friendly chat can sometimes lead to opportunities that aren't even advertised!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of pensions and investments. We all know that confidence is key, so being well-versed in these topics will help you shine when discussing client queries and back office support.
✨Tip Number 3
Show off your IT skills! Make sure you're comfortable with the software commonly used in financial services. If you can demonstrate your proficiency during the interview, it’ll give you a leg up over other candidates.
✨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 familiar faces from our community, so make sure to let us know you’re interested in joining the team!
We think you need these skills to ace IFA Administrator | Client Services & Financial Admin in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially if you've worked in an IFA or similar role. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your relevant experience!
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 IFA Administrator role. Mention your strong communication skills and any IT software proficiency you have, as these are key for us.
Showcase Your Professionalism: Since we value a reliable and professional demeanor, make sure your application reflects that. Use a clear format, check for typos, and keep your tone professional yet approachable. We want to see that you take this seriously!
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!
How to prepare for a job interview at Bond Recruitment Ltd
✨Know Your Financial Stuff
Brush up on your knowledge of pensions and investments. Be prepared to discuss common client queries and how you would handle them. This shows that you’re not just familiar with the terminology but can also apply it in real scenarios.
✨Show Off Your IT Skills
Since proficiency in IT software is essential, make sure you’re comfortable discussing the tools you’ve used in previous roles. Bring examples of how you’ve used technology to improve processes or solve problems in a financial setting.
✨Demonstrate Your Communication Skills
Practice articulating your thoughts clearly and concisely. You might be asked to explain complex financial concepts, so think about how you would break these down for clients. Good communication is key in client services!
✨Exude Professionalism
Dress appropriately and maintain a professional demeanor throughout the interview. This role requires reliability, so showing that you take the interview seriously will reflect well on your suitability for the position.
