At a Glance
- Tasks: Support IFAs with administration and client communication in a dynamic financial services environment.
- Company: A growing financial services practice focused on expert financial planning advice.
- Benefits: Competitive salary, bonuses, and opportunities for professional development.
- Other info: Enjoy a supportive training programme and flexible work culture.
- Why this job: Join a vibrant team and develop your skills while making a real impact.
- Qualifications: Experience in financial administration and excellent IT and customer service skills.
The predicted salary is between 28000 - 38000 £ per year.
Full Time & Permanent
Trowbridge - Office Based
Up to 33,000 + Bonuses + Benefits
Have you gained good administration experience within a Financial Services environment? Have you provided administration support to IFAs? Interested in joining a growing firm that likes to develop their staff?
Our client is a growing financial services practice that specialises in giving expert financial planning advice to Business Owners and Private Clients. They now seek a dedicated, full‑time IFA Administrator to join their friendly, busy and vibrant Service Team. They are an established company with big ambitions, so it is normal practice to encourage individuals to develop ongoing 'value adding' projects alongside their everyday responsibilities.
Their programme trains and mentors the candidate for three months, where they will be expected to work in multiple roles within the department, learning to get a true feel for how the company operates and evolves. In this way, the candidate should be confident in their ability to be flexible and adaptable.
Responsibilities:
- Correspond with policy providers on behalf of the client
- Correspond and be a general liaison with the client
- Submit any new business on behalf of the client
- Facilitate the annual review process of the clients
The successful candidate will demonstrate high interpersonal and organisational attributes and be ready to support the rapid growth of this dynamic Financial Planning practice. A high level of experience in administration within the financial sector is required for this role.
Qualifications:
- Has worked/working for an IFA
- Part of a technical team within a financial services company
- Administration role within pensions / investments / insurance
- Excellent IT skills in MS Word & Excel
- Professional telephone manner and superb customer service skills
Thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unfortunately unsuccessful.
IFA Administrator employer: CMD Recruitment
Join a dynamic and growing financial services practice in Trowbridge, where your administration skills will be valued and nurtured. With a strong focus on employee development, the company offers comprehensive training and mentorship, ensuring you gain a well-rounded understanding of the business while contributing to meaningful projects. Enjoy a vibrant work culture that encourages flexibility and adaptability, making it an excellent place for those seeking a rewarding career in financial planning.
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 financial services sector and let them know you're on the hunt for an 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 interviews by brushing up on your knowledge of financial products and services. Be ready to discuss how your previous admin experience aligns with the responsibilities of the role. Confidence is key, so practice answering common interview questions with a friend!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects in your previous roles. This will demonstrate your ability to handle the dynamic environment of a growing financial practice.
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who are proactive and take the initiative. Plus, it gives us a chance to see your application in the best light possible. Good luck!
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your administration experience in the financial services sector. We want to see how your skills align with the IFA Administrator role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re interested in joining our growing firm and how you can contribute to our vibrant Service Team. Keep it friendly and professional, just like us!
Show Off Your IT Skills:Since we’re looking for someone with excellent IT skills in MS Word and Excel, make sure to mention any specific projects or tasks where you’ve used these tools effectively. We love seeing practical examples!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your details and get you into our system quickly. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at CMD Recruitment
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of financial services, especially around pensions, investments, and insurance. Being able to discuss these topics confidently will show that you’re not just an admin whiz but also understand the industry.
✨Show Off Your Admin Skills
Prepare examples of how you've successfully supported IFAs or similar roles in the past. Highlight your organisational skills and any specific software you’ve used, especially MS Word and Excel, as these are crucial for the role.
✨Demonstrate Flexibility and Adaptability
Since the company values flexibility, think of instances where you’ve had to adapt quickly to changes or take on multiple roles. This will show that you can thrive in a dynamic environment and are ready to take on new challenges.
✨Practice Your Customer Service Skills
Given the importance of client interaction, be prepared to discuss how you handle customer queries and maintain a professional telephone manner. Role-playing common scenarios can help you feel more confident during the interview.
