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For Companies At a Glance
- Tasks: Support advisers by preparing financial reports and managing client queries.
- Company: Join a well-established IFA/Wealth Manager in Guildford, known for excellence.
- Benefits: Enjoy flexible part-time hours and a supportive work environment.
- Why this job: Be part of a dynamic team making a real impact in clients' financial journeys.
- Qualifications: Experience in financial services administration is essential.
- Other info: Immediate start available for the right candidate.
A superb role has arisen within a long established Guildford based IFA/Wealth Manager. We are currently seeking a skilled IFA Support to join their team in prestigious Surrey offices on a part time or reduced hours basis (negotiable). This is an exciting opportunity for someone with experience in financial services to play a key role in supporting advisers and delivering outstanding client service.
Key Responsibilities
- Technical Support: Prepare and compile financial planning reports, including suitability reports and technical research.
- Client Support: Assist advisers with client queries and provide administrative support to ensure a seamless client journey.
- Compliance: Ensure all documentation and processes adhere to FCA regulations and internal compliance standards.
- Data Management: Update and maintain client records on Intelligent Office (IO) and other relevant systems.
- Financial Plans: Analyse client portfolios and make recommendations in line with their financial goals and objectives.
- Collaboration: Liaise with advisers, product providers, and other team members to support the advice process effectively.
- Process Improvement: Assist in the development of workflows, templates, and systems to improve operational efficiency.
- Client Meetings: Provide pre- and post-meeting support, including preparing packs and following up on action points.
This is a progressive opportunity for a skilled administrator with a level of experience within Financial Services Administration and is available immediately.
Part Time IFA Administrator employer: Coast Specialist Recruitment
Contact Detail:
Coast Specialist Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Part Time IFA Administrator
✨Tip Number 1
Familiarise yourself with the Intelligent Office (IO) system, as it's crucial for managing client records. If you can demonstrate your proficiency in this software during the interview, it will show that you're ready to hit the ground running.
✨Tip Number 2
Brush up on your knowledge of FCA regulations and compliance standards. Being able to discuss how you ensure adherence to these guidelines will highlight your understanding of the industry and your commitment to maintaining high standards.
✨Tip Number 3
Prepare examples of how you've previously supported advisers or clients in a financial services setting. Sharing specific instances where you've improved client experiences or streamlined processes can set you apart from other candidates.
✨Tip Number 4
Network with professionals in the financial services sector, especially those who work in IFA roles. Engaging with them can provide insights into the company culture and expectations, which you can leverage during your interview.
We think you need these skills to ace Part Time IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasise any roles where you've provided technical support, client assistance, or compliance management.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the key responsibilities mentioned in the job description. Explain how your skills and experiences align with their needs, particularly in client support and data management.
Showcase Your Technical Skills: If you have experience with Intelligent Office (IO) or similar systems, mention it explicitly. Highlight any technical skills that would help you prepare financial planning reports and manage client records effectively.
Demonstrate Compliance Knowledge: Include any relevant knowledge or experience you have regarding FCA regulations and compliance standards. This will show that you understand the importance of adhering to industry regulations in your role.
How to prepare for a job interview at Coast Specialist Recruitment
✨Showcase Your Financial Services Knowledge
Make sure to brush up on your understanding of financial services and regulations, especially those related to the FCA. Being able to discuss relevant topics confidently will demonstrate your expertise and suitability for the role.
✨Prepare for Technical Questions
Expect questions about preparing financial planning reports and client data management. Be ready to explain your experience with tools like Intelligent Office (IO) and how you've used them in previous roles.
✨Highlight Your Client Support Skills
Think of examples where you've provided exceptional support to clients or advisers. Discuss how you handled queries and ensured a seamless client journey, as this is crucial for the role.
✨Demonstrate Your Team Collaboration Experience
Be prepared to talk about how you've worked with advisers and other team members in the past. Share specific instances where your collaboration led to improved processes or client satisfaction.
