At a Glance
- Tasks: Manage client records and support financial planners in delivering top-notch service.
- Company: Respected Chartered Financial Planning firm in Alderley Edge.
- Benefits: Gain valuable experience in finance and develop essential administrative skills.
- Other info: Opportunity to grow in a supportive environment with a focus on accuracy and integrity.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in administration and strong communication skills required.
Our client is a very well respected Chartered Financial Planning firm in Alderley Edge, they are currently recruiting an experienced IFA Administrator to deal with day-to-day administration involved in servicing clients and writing new business. A large and very important part of this role is to ensure that electronic records are immaculate and up to date, which allows our client to deliver a first-class financial planning service to clients. The IFA Administrator will work closely with a financial planner and associate financial planner to service a defined client bank.
Main Responsibilities
- Ensure that all company processes are adhered to.
- Ensure that all communications are recorded and indexed in the document management system (SharePoint).
- Ensure immaculate and up-to-date records on the back-office system (Curo).
- Manage and maintain a task list within Curo and Outlook. Thorough notes added to track progress.
- New business processing, completing forms and submitting to financial product providers.
- Producing valuations.
- Production of Annual Planning Meeting (APM) preparation pack.
- General administration and processing.
- Ask if not certain about anything – accuracy is crucial, so it’s better to take more time.
Knowledge & Experience
- Ability to demonstrate ownership & independence in previous roles.
- Ability to manage own workload and prioritise work effectively.
- Experience of Curo and SharePoint desirable.
- Experience of dealing with demanding clients.
- Administration experience.
Skills
- Ability to read, digest, assimilate information and prioritise.
- Eye for detail and accuracy.
- Excellent verbal and written communication skills.
- Monitoring, evaluating, and reporting.
- Excellent IT skills, particularly Outlook, Word & Excel.
- Able to work within a defined business process.
- Able to work under pressure on occasions to achieve deadlines whilst ensuring quality of work remains at the highest standard.
- Act honestly and with integrity in accordance with the legal and business requirements as set out by the Company.
- Work within the limits of your current competence and know when to request assistance.
IFA Administrator in Alderley Edge employer: Bond Recruitment
As a highly regarded Chartered Financial Planning firm located in the picturesque Alderley Edge, we pride ourselves on fostering a supportive and collaborative work environment. Our commitment to employee growth is evident through ongoing training opportunities and a culture that values integrity and excellence, making us an exceptional employer for those seeking a meaningful career as an IFA Administrator.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Alderley Edge
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, 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 Curo and SharePoint. Show that you’re not just familiar with these tools but can also discuss how you've used them effectively in past roles.
✨Tip Number 3
When you get that interview, don’t just talk about your skills—bring examples! Share specific instances where your attention to detail made a difference or how you managed a demanding client successfully.
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets seen by the right people. 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 Alderley Edge
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight your experience with administration, especially in financial services, and showcase your attention to detail. We want to see how you can bring your skills to our team!
Showcase Your Skills:In your cover letter, emphasise your IT skills, particularly with Curo and SharePoint. Mention any experience you have with managing client communications and maintaining records, as these are key for us in delivering top-notch service.
Be Clear and Concise:When writing your application, keep it clear and concise. Use bullet points where necessary to make it easy for us to read. Remember, we’re looking for someone who can communicate effectively, so show us what you've got!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our fantastic team!
How to prepare for a job interview at Bond Recruitment
✨Know Your Stuff
Make sure you understand the role of an IFA Administrator inside out. Familiarise yourself with the key responsibilities mentioned in the job description, like managing records in Curo and SharePoint. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Attention to Detail
Since accuracy is crucial for this role, be prepared to discuss examples from your past work where your attention to detail made a difference. Bring up specific instances where you ensured immaculate records or handled demanding clients effectively.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s processes and how they ensure first-class service. This not only shows your interest but also helps you gauge if the company is the right fit for you.
✨Practice Makes Perfect
Run through common interview questions related to administration and client servicing. Practising your responses can help you articulate your experience clearly and reduce nerves on the day. Consider doing a mock interview with a friend or family member to get comfortable.
