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- Tasks: Support Advisers with client paperwork and ensure smooth processing of new business.
- Company: Join a respected IFA Practice known for its commitment to employee development.
- Benefits: Enjoy opportunities for progression and a supportive work environment.
- Why this job: Be part of a team that values accuracy, client service, and strong relationships.
- Qualifications: Must have 12 months in an IFA support role and knowledge of FCA regulations.
- Other info: This is a permanent position with a focus on career growth.
The predicted salary is between 36000 - 60000 £ per year.
Due to continued success, our client, a hugely respected IFA Practice, 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.
Senior IFA Administrator employer: Burton Recruitment
Contact Detail:
Burton Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as IFA Administrators. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest FCA regulations and guidelines. Being well-versed in these will not only boost your confidence but also demonstrate your commitment to compliance during any discussions with our team.
✨Tip Number 3
Prepare to discuss specific examples of how you've handled client queries or administrative tasks in previous roles. Highlighting your problem-solving skills and ability to maintain accuracy under pressure will set you apart.
✨Tip Number 4
Research our company culture and values. Understanding what we stand for will help you align your responses during interviews and show that you're genuinely interested in being part of our team.
We think you need these skills to ace Senior 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, as these are crucial for the Senior IFA Administrator position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition and dedication. Mention your understanding of the responsibilities outlined in the job description and how your previous experiences align with them.
Highlight Client Service Skills: In your application, provide examples of how you've delivered excellent client service in past roles. This will demonstrate your ability to meet the company's service standards and build good working relationships.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A well-presented application reflects your attention to detail, which is essential for the role.
How to prepare for a job interview at Burton Recruitment
✨Showcase Your Administrative Skills
As a Senior IFA Administrator, your administrative skills are crucial. Be prepared to discuss specific examples of how you've efficiently managed paperwork and processes in previous roles, especially 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 explain how you have applied this knowledge in your past experiences.
✨Highlight Client Service Experience
Excellent client service is key in this role. Prepare to share instances where you've successfully dealt with client queries or complaints, showcasing your ability to maintain professionalism and efficiency.
✨Emphasise Team Collaboration
The job involves working closely with Advisers and colleagues. Think of examples that demonstrate your ability to build strong working relationships and how you’ve contributed to a team environment in your previous positions.
