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For Companies At a Glance
- Tasks: Support Financial Advisers and Paraplanners with administrative tasks in a dynamic environment.
- Company: Established IFA firm in Manchester with a focus on client satisfaction.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Why this job: Join a supportive team and make a difference in clients' financial journeys.
- Qualifications: Experience in financial services administration and knowledge of financial products.
- Other info: Fast-paced role with potential for career advancement.
The predicted salary is between 36000 - 60000 £ per year.
An established and growing Independent Financial Adviser (IFA) firm based in Manchester is seeking an organised and proactive Senior IFA Administrator to join its busy support team. This role is ideal for someone with experience in financial services administration who enjoys working in a client-focused environment and supporting advisers and paraplanners.
Role & Responsibilities:
- Providing administrative support to Financial Advisers and Paraplanners
- Preparing and processing new business and follow-on applications
- Liaising with product providers, platforms, and third parties
- Obtaining and chasing policy information, valuations, and illustrations
- Maintaining accurate client records and updating CRM systems
- Producing suitability letters and documentation as required
- Handling client queries by telephone and email in a professional manner
- Supporting compliance and adherence to FCA regulations and internal procedures
- Managing general office administration
Do you have the following to apply?
- Previous experience in an IFA or financial services administration role
- Good understanding of financial products and services
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
Senior IFA Administrator in Manchester employer: Clayton Davies
Contact Detail:
Clayton Davies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. Let them know you're on the lookout for a Senior IFA Administrator role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and services. Be ready to discuss how your experience aligns with the responsibilities listed in the job description. Confidence is key, so practice makes perfect!
✨Tip Number 3
Don’t forget to showcase your organisational skills! During interviews, share examples of how you've effectively managed client records or handled multiple tasks at once. This will show that you’re the proactive candidate they’re looking for.
✨Tip Number 4
Apply through our website for a smoother process! 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 Senior IFA Administrator in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior IFA Administrator role. Highlight your experience in financial services administration and any relevant skills that match the job description. We want to see how you can support our advisers and paraplanners!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that demonstrate your organisational skills and client-focused approach. We love a good story!
Showcase Your Attention to Detail: In this role, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, as it reflects the quality we strive for at StudySmarter.
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 shows you’re keen to join our team!
How to prepare for a job interview at Clayton Davies
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products and services. Being able to discuss these confidently will show that you understand the industry and can support advisers effectively.
✨Demonstrate Organisational Skills
Prepare examples of how you've managed administrative tasks in previous roles. Highlight your ability to maintain accurate records and manage multiple priorities, as this is crucial for a Senior IFA Administrator.
✨Practice Client Communication
Since you'll be handling client queries, practice how you would respond to common questions. Use clear and professional language, and be ready to showcase your client-focused approach during the interview.
✨Familiarise Yourself with Compliance
Understanding FCA regulations is key in this role. Brush up on relevant compliance topics and be prepared to discuss how you’ve adhered to these in past positions, demonstrating your commitment to maintaining high standards.
