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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 Chorley.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real 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 28800 - 43200 £ per year.
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Chorley 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 Chorley employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Chorley
✨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 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 how you handle client queries effectively.
✨Tip Number 3
Stay updated on financial products and legislation. This knowledge will not only help you in interviews but also show potential employers that you're proactive and serious about the role.
✨Tip Number 4
Apply through our website! We make it easy for you to find and apply for the IFA Administrator position. Plus, it shows you're keen on joining our team and familiar with our processes.
We think you need these skills to ace IFA Administrator in Chorley
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 outstanding communication skills. 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 ability to manage workloads and your experience with client queries, as these are key aspects of the job.
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. We love seeing candidates who are tech-savvy and can handle the digital side of things!
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 team at StudySmarter!
How to prepare for a job interview at Bond Recruitment
✨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 Organisation Skills
Be ready to talk about how you manage and prioritise workloads. Use examples from your past experience to illustrate your ability to keep client records accurate and compliant while juggling multiple tasks.
✨Be Friendly and Professional
Since you'll be the point of contact for clients, it's crucial to convey a friendly yet professional demeanour during the interview. Practice your communication skills and ensure you come across as approachable and confident.