At a Glance
- Tasks: Support Financial Advisors and assist clients with their queries in a dynamic office environment.
- Company: Growing Independent Financial Planning Services firm in Bristol.
- Benefits: Competitive salary, full-time hours, and potential for flexible working.
- Other info: Great opportunity for career growth in a thriving industry.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Experience in administration within Financial Services is essential.
The predicted salary is between 25000 - 30000 £ per year.
Administrator, Financial Services Industry
25,000pa - 30,000pa doe
Bristol (Pill) - Fully office-based
Full-time, Permanent
Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly.
Responsibilities:
- Submit applications to providers
- Prepare paperwork for client meetings
- Update the inhouse CRM system
- Liaise with providers by phone and email
- Liaise with clients by phone and email
- Using the quotation system for in-house services
- Provide Advisors with template letters for completion
- Submit online applications
- Producing reports
Person Specification:
- Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator
- Ability to manage own time and take initiative to search out solutions
- Excellent communication skills
- Good computer knowledge and ability to work with Microsoft Word and Excel
Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based.
IFA Administrator in Gloucester employer: CMD Recruitment
Join a dynamic and supportive team in Bristol, where your role as an IFA Administrator will be valued and recognised. Our company fosters a collaborative work culture that prioritises employee growth, offering opportunities for professional development within the thriving Financial Services sector. Enjoy a competitive salary, flexible working hours, and the chance to make a meaningful impact while providing exceptional service to our clients.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Gloucester
✨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 an IFA Administrator role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research common questions for admin roles in financial services and practice your answers. We want you to shine when discussing your experience and how you can support the team.
✨Tip Number 3
Show off your skills! Bring along examples of reports or documents you've prepared in previous roles. This will demonstrate your ability to manage paperwork and use systems like CRM effectively.
✨Tip Number 4
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 in Gloucester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in the Financial Services sector. We want to see how your previous roles relate to the IFA Administrator position, so don’t hold back on showcasing relevant skills and achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how you can contribute to our team. We love seeing enthusiasm and a personal touch, so let your personality come through.
Be Clear and Concise:When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially since you'll be liaising with clients and providers. Avoid jargon unless it’s relevant!
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 – just follow the prompts!
How to prepare for a job interview at CMD Recruitment
✨Know Your Financial Services Stuff
Brush up on your knowledge of the financial services sector, especially if you've worked in administration roles before. Be ready to discuss your experience with mortgages, pensions, and any relevant software you’ve used. This shows you're not just a general administrator but someone who understands the specifics of the industry.
✨Show Off Your Communication Skills
Since you'll be liaising with clients and providers, it's crucial to demonstrate your excellent communication skills during the interview. Practice answering questions clearly and concisely, and think of examples where you've successfully resolved client queries or collaborated with a team.
✨Get Familiar with CRM Systems
Make sure you know how to navigate CRM systems, as this role involves updating and managing client information. If you have experience with specific systems, mention them! If not, do a bit of research on common CRM tools used in financial services to show your willingness to learn.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about times when you had to manage your time effectively or find solutions independently. Prepare a few examples that highlight your initiative and ability to handle challenges in a busy office environment.
