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- Tasks: Support Financial Advisers with admin tasks and client information management.
- Company: Join a successful wealth management practice focused on high-net-worth clients.
- Benefits: Enjoy hybrid working, generous pay, and opportunities for professional development.
- Why this job: Be part of an innovative team that values growth and client satisfaction.
- Qualifications: Experience in Financial Services and proficiency in Microsoft Office required.
- Other info: Work in a vibrant environment with a focus on continuous improvement.
The predicted salary is between 28800 - 48000 £ per year.
Job Description
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include:
- To provide business support to Financial Advisers, working within the agreed business objectives
- Administrative support to encompass the processing of new business and client valuations
- To maintain and update client information.
- Letter of authority issue and chasing
- Chasing financial information from clients
- Provide outstanding customer service to meet expectations of clients, and colleagues.
- Timely and accurate processing of all client documents and returned queries to ensure that client’s needs are met.
The candidate:
- Good working knowledge of Microsoft Office & Outlook
- Relevant experience within Financial Services
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
Hybrid working can be offered with this role, in the office 3 days per week.
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Contact Detail:
Brevere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator - Hybrid Working
✨Tip Number 1
Familiarise yourself with the specific software and tools used in financial services, particularly Microsoft Office and Outlook. Being able to demonstrate your proficiency in these applications during the interview can set you apart from other candidates.
✨Tip Number 2
Research the company’s approach to client service and their values. Understanding their ethos will help you align your answers during the interview and show that you are a good cultural fit for the team.
✨Tip Number 3
Prepare examples of how you've provided outstanding customer service in previous roles. Be ready to discuss specific situations where you went above and beyond to meet client needs, as this is crucial for the role.
✨Tip Number 4
Network with professionals in the financial services industry, especially those who work in wealth management. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
We think you need these skills to ace IFA Administrator - Hybrid Working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and administrative roles. Emphasise your proficiency with Microsoft Office and any specific skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your desire to develop into paraplanning and how your background makes you a suitable candidate for this position.
Highlight Customer Service Skills: Since the role requires outstanding customer service, provide examples of how you've successfully met client expectations in previous roles. This will demonstrate your ability to support Financial Advisers effectively.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Brevere Group
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial services and the role of an IFA Administrator. Be prepared to discuss your previous experience and how it relates to the duties outlined in the job description.
✨Demonstrate Proactivity
This role requires a proactive approach to supporting Financial Advisers. Think of examples from your past where you took initiative, whether it was streamlining processes or improving client communication.
✨Highlight Your Customer Service Skills
Outstanding customer service is key in this position. Prepare to share specific instances where you went above and beyond for clients or colleagues, showcasing your commitment to meeting their needs.
✨Familiarise Yourself with Hybrid Working
Since this role offers hybrid working, be ready to discuss how you manage your time and productivity in a flexible work environment. Share any experiences you have with remote work and how you stay organised.
