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For Companies At a Glance
- Tasks: Support Financial Advisers and paraplanning team with administrative tasks and client management.
- Company: Join a successful wealth management practice focused on high-net-worth clients.
- Benefits: Enjoy hybrid working, opportunities for development, and a generous compensation package.
- Why this job: Be part of an innovative team that values growth and exceptional client service.
- Qualifications: Experience in Financial Services and proficiency in Microsoft Office required.
- Other info: Great opportunity to develop into paraplanning and study for industry exams.
The predicted salary is between 28800 - 43200 £ 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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IFA Administrator - Hybrid Working employer: Brevere Group
Contact Detail:
Brevere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator - Hybrid Working
✨Tip Number 1
Familiarize yourself with the specific financial services offered by our firm. Understanding our approach to high-net-worth clients will help you demonstrate your alignment with our values during the interview.
✨Tip Number 2
Brush up on your Microsoft Office skills, especially Excel and Outlook. Being proficient in these tools is crucial for managing client information and supporting our Financial Advisers effectively.
✨Tip Number 3
Prepare to discuss your previous experience in financial services. Highlight any specific examples where you provided exceptional customer service or supported a team in achieving business objectives.
✨Tip Number 4
Show your enthusiasm for professional development. Mention any plans you have for furthering your education or obtaining industry certifications, as we value candidates who are eager to grow within the field.
We think you need these skills to ace IFA Administrator - Hybrid Working
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the IFA Administrator position. Understand the key responsibilities and required skills, such as providing business support to Financial Advisers and maintaining client information.
Tailor Your CV: Customize your CV to highlight relevant experience in financial services and administrative roles. Emphasize your proficiency with Microsoft Office and any experience you have with client management.
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 your commitment to providing outstanding customer service.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is clear and concise.
How to prepare for a job interview at Brevere Group
✨Show Your Financial Services Knowledge
Make sure to highlight your relevant experience within financial services during the interview. Be prepared to discuss specific examples of how you've supported financial advisers or worked with client information in the past.
✨Demonstrate Proactivity
This role requires a proactive approach, so be ready to share instances where you took initiative in your previous roles. Discuss how you’ve gone above and beyond to meet client needs or improve processes.
✨Highlight Your Tech Skills
Since a good working knowledge of Microsoft Office and Outlook is essential, be prepared to discuss your proficiency with these tools. You might even want to mention any specific software or systems you've used in financial administration.
✨Emphasize Customer Service Excellence
Outstanding customer service is key in this role. Prepare to talk about how you've successfully managed client relationships and ensured their expectations were met or exceeded in your previous positions.
