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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 Worthing.
- 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 potential for career advancement.
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 Worthing 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 Worthing 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 Worthing
✨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 position. Plus, applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace IFA Administrator in Worthing
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.
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 your motivation, professionalism, and how you can contribute to the team.
Showcase Your Attention to Detail: Since the role involves preparing client review packs and maintaining accurate records, make sure to proofread your application for any spelling or grammar mistakes. It shows you care about accuracy!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Bond Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and legislation. Being able to discuss recent changes or trends in the industry will show that you're proactive and genuinely interested in the role.
✨Practice Makes Perfect
Rehearse common interview questions related to client administration and communication skills. Think about how you would handle specific client queries or requests, as this will demonstrate your problem-solving abilities.
✨Showcase Your Skills
Prepare examples from your past experience that highlight your organisational skills and ability to manage workloads. Be ready to discuss how you've successfully prioritised tasks in a busy environment.
✨Be Professional Yet Friendly
Remember, this role requires outstanding communication skills. Practice maintaining a friendly yet professional tone during the interview, as this reflects the kind of rapport you'll need to build with clients.
