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- 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 professional development, and study support for industry exams.
- Why this job: Be part of a vibrant team in an innovative firm that values continuous improvement.
- Qualifications: Experience in Financial Services and proficiency in Microsoft Office are essential.
- Other info: Experience with IO Intelligent Office is a plus.
The predicted salary is between 36000 - 60000 £ per year.
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 Experience with IO Intelligent Office would be an advantage 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…
Senior IFA Administrator - Hybrid Working employer: Brevere Group
Contact Detail:
Brevere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator - Hybrid Working
✨Tip Number 1
Familiarize yourself with the specific tools and software mentioned in the job description, especially IO Intelligent Office. If you haven't used it before, consider taking an online course or watching tutorials to get a head start.
✨Tip Number 2
Highlight your experience in providing administrative support within financial services during networking events or informal meetups. Building connections in the industry can lead to valuable referrals and insights about the role.
✨Tip Number 3
Prepare to discuss how you've provided outstanding customer service in previous roles. Think of specific examples where you exceeded client expectations, as this will resonate well with the hiring team.
✨Tip Number 4
Stay updated on the latest trends in financial planning and wealth management. Being knowledgeable about current industry developments will not only help you in interviews but also show your commitment to professional growth.
We think you need these skills to ace Senior IFA Administrator - Hybrid Working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles that involved administrative support to financial advisers. Emphasize your knowledge of Microsoft Office and any experience with IO Intelligent Office.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your proactive approach and how you can contribute to the team, especially in providing outstanding customer service and supporting financial advisers.
Highlight Relevant Skills: Clearly outline your skills that align with the job description, such as processing new business, maintaining client information, and your ability to chase financial information effectively. Use specific examples to demonstrate these skills.
Proofread Your Application: Before submitting, carefully proofread your application to ensure there are no errors. A well-presented application reflects your attention to detail, which is crucial in the financial services industry.
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 in the past and how you can contribute to their success.
✨Demonstrate Proficiency in Microsoft Office
Since a good working knowledge of Microsoft Office and Outlook is essential, be ready to discuss your experience with these tools. You might even want to mention any specific tasks you've accomplished using them that relate to the role.
✨Emphasize Customer Service Skills
Outstanding customer service is key in this role. Prepare to share examples of how you've gone above and beyond to meet client expectations and how you handle challenging situations with clients.
✨Express Interest in Professional Development
This position offers opportunities for development into paraplanning and studying for industry exams. Show your enthusiasm for continuous learning and professional growth, and discuss any relevant courses or certifications you are interested in pursuing.
