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- Tasks: Support Advisers with client paperwork and ensure smooth processing of new business.
- Company: Join a reputable firm focused on employee development and career progression.
- Benefits: Flexible working hours, opportunities for growth, and a supportive team environment.
- Why this job: Gain valuable experience in finance while delivering excellent client service and building relationships.
- Qualifications: Minimum 12 months in an IFA support role with knowledge of FCA regulations required.
- Other info: Applications are reviewed immediately, so don't wait to apply!
The predicted salary is between 30000 - 42000 £ per year.
Due to continued success, our client is seeking an industry-experienced, ambitious and dedicated IFA Administrator to join their department on a permanent basis.
Key responsibilities will include:
- To provide efficient administration, to assist the Advisers in the procurement and processing of new business and the servicing of existing clients.
- Produce all relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations and valuations.
- Process all new business documentation in accordance with the agreed service and quality standards.
- To deal with queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
- To deliver excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.
- To develop and maintain good working relationships with the Advisers, colleagues and management in order to provide an efficient and effective service to the Adviser and the clients.
The successful candidate will demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You will possess a minimum of 12 months within an IFA support role with up-to-date knowledge of FCA regulations.
This is an exceptional opportunity to join a reputable firm who firmly believe in employee development and offer genuine scope for progression. Applications are being reviewed immediately.
IFA Administrator employer: Burton Recruitment
Contact Detail:
Burton Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and guidelines. This knowledge will not only help you in your role but also demonstrate to us that you're proactive and serious about compliance, which is crucial for an IFA Administrator.
✨Tip Number 2
Network with current or former IFA Administrators to gain insights into the day-to-day responsibilities and challenges of the role. This can provide you with valuable information that you can use during interviews to show your understanding of the position.
✨Tip Number 3
Prepare to discuss specific examples of how you've handled client queries or administrative tasks in previous roles. Being able to articulate your experience clearly will help us see how you can contribute to our team.
✨Tip Number 4
Showcase your organisational skills by preparing a mock client file or documentation that reflects the type of work you'd be doing. Presenting this during your interview can set you apart and demonstrate your readiness for the role.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in an IFA support role. Emphasise your administrative skills and any specific knowledge of FCA regulations that you possess.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your previous experience aligns with the responsibilities outlined in the job description, particularly your ability to handle client queries and produce necessary paperwork.
Highlight Relevant Skills: In your application, focus on your exceptional administrative skills and your ability to work under pressure. Provide examples of how you've maintained accuracy in your work while managing multiple tasks.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the IFA Administrator role.
How to prepare for a job interview at Burton Recruitment
✨Showcase Your Administrative Skills
As an IFA Administrator, your administrative skills are crucial. Be prepared to discuss specific examples of how you've efficiently managed paperwork and documentation in previous roles. Highlight your attention to detail and ability to work under pressure.
✨Demonstrate Knowledge of FCA Regulations
Since the role requires up-to-date knowledge of FCA regulations, make sure you brush up on these before the interview. Be ready to discuss how you have applied this knowledge in your past experiences and how it can benefit the company.
✨Emphasise Client Service Experience
Excellent client service is key in this role. Prepare to share examples of how you've handled client queries effectively and maintained strong relationships with clients and colleagues. This will show your commitment to delivering high-quality service.
✨Ask Insightful Questions
At the end of the interview, asking thoughtful questions can set you apart. Inquire about the company's approach to employee development or how they measure success in the IFA Administrator role. This shows your genuine interest in the position and the company.
