At a Glance
- Tasks: Provide top-notch admin support in a dynamic financial environment.
- Company: Join a rapidly expanding national IFA brand in Droitwich.
- Benefits: Enjoy 25 days holiday, birthday leave, and shopping discounts.
- Other info: Great opportunity for career growth in a supportive team.
- Why this job: Be the go-to person for client queries and make a real impact.
- Qualifications: Experience in financial planning and strong communication skills required.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a rapidly expanding national IFA brand, has a fantastic opportunity for a Financial Administrator to join their Droitwich office. This is an integral and varied role, and your experience in providing high-quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries regarding pensions, investments, and protection, as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.
Job Responsibilities
- This role forms a key part of the team and, as such, you will be involved in the day-to-day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained.
- Your duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited to:
- Client correspondence, written and verbal.
- Processing New Business.
- Preparation of client review packs.
- Arranging client meetings and managing the Adviser's diary.
- Illustration requests.
- 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.
- Taking phone calls, enquiries, and requests, and handling them where appropriate.
- Back-office support.
- Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
Requirements
- You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly, and professional at all times, able to hold conversations with third parties, representing the company in a professional manner.
- You will also be skilled in, or have the ability to learn:
- Good working knowledge of IO and Platform.
- Production of concise business correspondence and proofreading for grammar, spelling, and punctuation with a high degree of accuracy.
- Confidence with IT and office software packages including Teams, Outlook, Word, and Excel.
- Management and prioritising workloads.
- Excellent planning, organisational, and multi-tasking abilities.
- Analytical and problem-solving skills.
- Flexibility/adaptability to cope with change.
- Excellent communication skills at all levels.
- A team player with a positive attitude.
Benefits
- 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare, and Extras Discount shopping discounts.
IFA Administrator in Droitwich employer: Bond Recruitment
Join a rapidly expanding national IFA brand in Droitwich, where you will be part of a dynamic team dedicated to providing exceptional financial administration support. With a strong focus on employee growth, our company offers 25 days of holiday plus additional benefits such as Birthday Leave and a Holiday Purchase Scheme, ensuring a healthy work-life balance. Experience a supportive work culture that values professionalism and teamwork, making it an excellent place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Droitwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout 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 interviews by brushing up on common questions related to financial administration. Think about how your past experiences align with the responsibilities listed in the job description, and be ready to share specific examples that showcase your skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that IFA Administrator position. We make it easy for you to showcase your skills and experience directly to the hiring team, so don’t miss out!
We think you need these skills to ace IFA Administrator in Droitwich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial administration and any relevant skills that match the job description. 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 specific experiences that relate to client correspondence and administrative support, as these are key aspects of the job.
Show Off Your Communication Skills:Since you'll be the point of contact for client queries, it's essential to demonstrate your excellent communication skills. Make sure your application is clear, concise, and free from errors. We love a good proofreader!
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 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 administration, especially in areas like pensions and investments. Familiarise yourself with the company's services and be ready to discuss how your experience aligns with their needs.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly. Prepare examples of how you've effectively handled client queries or correspondence in the past to demonstrate your communication prowess.
✨Demonstrate Your Organisational Skills
Be ready to talk about how you manage your workload and prioritise tasks. Share specific instances where your planning and organisational skills made a difference in your previous roles, especially in a fast-paced environment.
✨Be Adaptable and Positive
The financial sector can change rapidly, so highlight your flexibility and positive attitude. Think of examples where you've successfully adapted to changes or challenges in your work, showing that you're a team player who can handle whatever comes your way.
