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- Tasks: Provide top-notch admin support in a dynamic financial environment.
- Company: Join a rapidly growing national IFA brand with a supportive team.
- Benefits: Enjoy 25 days holiday, birthday leave, and great discounts.
- Other info: Flexible work environment with opportunities for growth and development.
- 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 30000 - 40000 £ per year.
Our client, a rapidly expanding national IFA brand has a fantastic opportunity for a Financial Administrator to join our Ashbourne 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 with regards to 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.
Requirements
- You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
- 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 Midlothian employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Midlothian
✨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 your knowledge of pensions, investments, and protection. Make sure you can confidently discuss these topics, as they'll likely come up during your chat with potential employers. Show them you’re the go-to person for client queries!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you and tailor your approach to each one. A little research goes a long way in making a great impression!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’d be a perfect fit for their team.
We think you need these skills to ace IFA Administrator in Midlothian
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. Share specific examples of your past 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: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
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 around pensions, investments, and protection. Familiarise yourself with the company’s processes and software, as this will show that you're proactive and ready to hit the ground running.
✨Practice Makes Perfect
Rehearse common interview questions related to client correspondence and administrative tasks. Think about specific examples from your past experience that demonstrate your organisational skills and ability to manage workloads effectively.
✨Show Off Your Communication Skills
Since this role involves a lot of client interaction, be prepared to showcase your verbal and written communication skills. You might even want to bring along a sample of your business correspondence to highlight your attention to detail and professionalism.
✨Be Ready for Change
The financial sector can be fast-paced and ever-changing. Be prepared to discuss how you've adapted to changes in previous roles and how you can bring that flexibility to the team. A positive attitude towards change can really set you apart!