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For Companies At a Glance
- Tasks: Prepare client review packs, process information requests, and maintain accurate records.
- Company: Independent Financial Planners based in Derbyshire with a supportive team.
- Benefits: Competitive salary, professional development, and a positive work environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Strong administration skills, attention to detail, and excellent communication abilities.
- Other info: Opportunity for growth in a professional and proactive setting.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
Our client is a fully indepenent Financial Planners based in Derbyshire looking for an experienced IFA Administrator.
Key skills:
Attention to detail and the ability to explain information clearly.
Excellent administration capabilities.
Written and verbal communication skills.
Excellent PC knowledge and ability to operate database systems.
Professional and proactive approach.
Positive 'can do attitude.
Responsibilities will include:
Preparing accurate review packs and client valuations.
Processing letters of authority and request information from 3rd party product providers.
Responsibility for general maintenance of policies.
Liaising with clients and 3rd parties by telephone, email, ensuring all data is recorded within internal systems maintaining accuracy and compliance.
Updating the back-office system, along with client’s electronic files.
Making any amendments to existing policies accordingly.
Fund switching, rebalancing, building model portfolios on provider websites
Processing new business
Organisation of client withdrawals
IFA Administrator employer: Cameron James
Contact Detail:
Cameron James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who might know about IFA roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to IFA administration. We recommend role-playing with a friend or using online resources to get comfortable with explaining your skills and experiences.
✨Tip Number 3
Show off your attention to detail! During interviews, be ready to discuss specific examples where you’ve demonstrated this skill, especially in preparing review packs or managing client data.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Show Off Your Attention to Detail: When you're filling out your application, make sure to double-check everything. We love candidates who can spot a typo or a missing detail, just like you would in your day-to-day admin tasks!
Communicate Clearly: Use clear and concise language in your written application. Just like you'll need to explain information to clients, we want to see that you can do the same in your application. Keep it professional but friendly!
Highlight Your Admin Skills: Don’t forget to showcase your excellent administration capabilities! Mention any relevant experience with database systems or back-office operations that will make you stand out as an IFA Administrator.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Cameron James
✨Know Your Stuff
Make sure you understand the role of an IFA Administrator inside out. Brush up on your knowledge of financial planning, client valuations, and the specific software or database systems mentioned in the job description. This will help you answer questions confidently and show that you're serious about the position.
✨Show Off Your Attention to Detail
Since attention to detail is crucial for this role, prepare examples from your past work where your meticulousness made a difference. Whether it was catching an error in a report or ensuring compliance with regulations, these anecdotes will demonstrate your capability and fit for the job.
✨Practice Clear Communication
Given the importance of explaining information clearly, practice articulating complex concepts in simple terms. You might even want to do a mock interview with a friend, focusing on how you explain financial processes or client interactions. This will help you feel more at ease during the actual interview.
✨Bring a Positive Attitude
A 'can do' attitude can set you apart from other candidates. Be prepared to discuss how you've tackled challenges in previous roles with a positive mindset. Employers love to see candidates who approach problems proactively and maintain a solution-oriented outlook.
