IFA Administrator

IFA Administrator

Full-Time 30000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Be the go-to person for client queries about pensions and investments.
  • Company: A respected national firm of independent financial advisers.
  • Benefits: Competitive salary, supportive team environment, and career development opportunities.
  • Why this job: Join a dynamic team and make a difference in clients' financial journeys.
  • Qualifications: Strong communication skills and a keen interest in finance.
  • Other info: Great opportunity for growth in a friendly office atmosphere.

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 Uckfield 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:

IFA Administrator employer: Bond Recruitment

As a leading national firm of independent financial advisers, our Uckfield office offers a supportive and collaborative work environment where employees are encouraged to grow and develop their skills. We provide comprehensive training and career advancement opportunities, alongside a competitive benefits package that includes flexible working arrangements and a strong emphasis on work-life balance, making us an excellent employer for those seeking a fulfilling career in financial services.
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Contact Detail:

Bond Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land IFA Administrator

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services 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.

✨Tip Number 2

Prepare for those interviews! Research common questions for IFA Administrator roles and practice your answers. We recommend using the STAR method to structure your responses, so you can showcase your skills effectively.

✨Tip Number 3

Show off your organisational skills! During interviews, highlight your experience with office administration and client queries. Use specific examples to demonstrate how you've successfully managed similar tasks in the past.

✨Tip Number 4

Don't forget to apply through our website! We make it super easy for you to find and apply for the latest IFA Administrator positions. Plus, you'll be one step closer to landing that dream job with us!

We think you need these skills to ace IFA Administrator

Client Communication
Pension Knowledge
Investment Knowledge
Office Administration
Liaising with Product Providers
Attention to Detail
Organisational Skills
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight any relevant experience you have in financial services, client communication, and office administration. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a great fit. Don’t forget to mention your enthusiasm for working with clients on pensions and investments.

Be Clear and Concise: When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially since you'll be the point of contact for client queries. Make it easy for us to see your strengths!

Apply Through Our Website: We encourage you to apply directly 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 to join our team!

How to prepare for a job interview at Bond Recruitment

✨Know Your Financial Stuff

Make sure you brush up on your knowledge of pensions and investments. Familiarise yourself with common client queries and the products your potential employer deals with. This will show that you're not just interested in the role, but that you understand the industry.

✨Practice Your Communication Skills

As an IFA Administrator, you'll be the point of contact for clients. Practise clear and concise communication, both verbal and written. Consider role-playing common scenarios with a friend to build your confidence in handling client queries.

✨Get Organised

Since the role involves general office administration, demonstrate your organisational skills. Bring examples of how you've managed multiple tasks or projects in the past. You could even prepare a simple plan or checklist to showcase your approach to staying organised.

✨Ask Insightful Questions

Prepare thoughtful questions about the firm and its operations. This shows your genuine interest in the role and helps you assess if it's the right fit for you. Ask about their approach to client relationships or how they support their staff in professional development.

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