Senior IFA Administrator

Senior IFA Administrator

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support financial advisers and paraplanners in a dynamic client-focused environment.
  • Company: Established IFA firm in Manchester with a growing reputation.
  • 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 strong organisational skills.
  • Other info: Fast-paced environment 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.

Senior IFA Administrator employer: Clayton Davies

Join a dynamic and supportive team at our established Independent Financial Adviser firm in Manchester, where we prioritise employee growth and development. With a competitive salary and a hybrid working model, we foster a collaborative work culture that values client focus and teamwork, making it an excellent place for those seeking meaningful and rewarding employment in the financial services sector.
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Contact Detail:

Clayton Davies Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior IFA Administrator

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and 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 or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews! Research the company and its culture, and think about how your experience aligns with their needs. Practise common interview questions and be ready to showcase your organisational skills and client-focused mindset.

✨Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds.

✨Tip Number 4

Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!

We think you need these skills to ace Senior IFA Administrator

Financial Services Administration
Client-Focused Approach
Organisational Skills
Proactivity
Support for Advisers
Support for Paraplanners
Communication Skills
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in financial services administration. We want to see how your skills align with the Senior IFA Administrator role, so don’t be shy about showcasing your relevant achievements!

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. Share specific examples of how you've supported advisers and paraplanners in the past – we love a good story!

Be Clear and Concise: When filling out your application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point. This will help us understand your qualifications quickly and easily.

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 don’t miss any important updates from our team. Plus, it’s super easy!

How to prepare for a job interview at Clayton Davies

✨Know Your Financial Services

Brush up on your knowledge of financial services and administration. Be prepared to discuss your previous experience in the sector, as well as any relevant regulations or compliance issues. This will show that you’re not just familiar with the role but also passionate about the industry.

✨Demonstrate Organisational Skills

As a Senior IFA Administrator, organisation is key. Prepare examples of how you've successfully managed multiple tasks or projects in the past. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your proactive approach.

✨Client-Focused Mindset

Since the role involves supporting advisers and paraplanners, be ready to showcase your client-focused attitude. Share specific instances where you’ve gone above and beyond for clients or colleagues, demonstrating your commitment to excellent service.

✨Ask Insightful Questions

Interviews are a two-way street! Prepare thoughtful questions about the firm’s culture, team dynamics, and future goals. This not only shows your interest in the position but also helps you assess if the company is the right fit for you.

Senior IFA Administrator
Clayton Davies
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