Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers with new business processing and client servicing.
- Company: Join a fast-growing financial advice firm focused on career development.
- Benefits: Enjoy a competitive salary, benefits, and support for future qualifications.
- Why this job: Gain valuable experience in finance while developing your skills in a supportive environment.
- Qualifications: Looking for responsible, self-motivated candidates with good IT skills.
- Other info: Opportunity to progress towards paraplanning and expand your financial product knowledge.
The predicted salary is between 28800 - 43200 £ per year.
-
New business processing and submission to Business quality, submitting onto external and internal systems
-
Gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process
-
Liaison with a variety of product providers and use of their online systems to gather valuations etc
-
Working with back-office system to maintain client records, process annual reviews reports and new business processing
-
Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
-
General Administration and client servicing support as needed.
-
Using X-plan software.
The role offers a competitive basic salary and supporting benefits with genuine opportunity to develop as an administrator.
Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Should you wish, support for future qualifications will be provided to enable the successful applicant to further their knowledge., * IFA
- pension
IFA Administrator- Guildford employer: Coast
Contact Detail:
Coast Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator- Guildford
✨Tip Number 1
Familiarize yourself with X-plan software, as it's a key tool for this role. Consider taking online tutorials or courses to boost your proficiency and show your commitment to mastering the necessary technology.
✨Tip Number 2
Develop a solid understanding of financial products, especially pensions and investments. This knowledge will not only help you in the role but also demonstrate your enthusiasm and readiness to support financial advisers effectively.
✨Tip Number 3
Network with professionals in the financial services industry. Attend local events or join online forums to connect with others who can provide insights into the role and potentially refer you to opportunities.
✨Tip Number 4
Highlight your organizational skills and attention to detail during any interactions. These traits are crucial for managing client records and ensuring smooth business processes, so be sure to showcase them in conversations.
We think you need these skills to ace IFA Administrator- Guildford
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the IFA Administrator position. Understand the key responsibilities such as new business processing, liaising with product providers, and maintaining client records.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial services, administration, or client support. Mention specific software you have used, especially if you have experience with X-plan or similar systems.
Showcase Your Skills: Demonstrate your IT skills and organizational abilities in your application. Provide examples of how you have successfully managed administrative tasks or supported a team in a fast-paced environment.
Express Your Career Goals: In your cover letter, express your interest in developing a long-term career in financial services and your eagerness to progress towards paraplanning. This shows your motivation and commitment to the role.
How to prepare for a job interview at Coast
✨Understand the Role
Make sure you have a clear understanding of the IFA Administrator role and its responsibilities. Familiarize yourself with new business processing, client servicing, and the use of X-plan software, as these will likely be key discussion points during your interview.
✨Showcase Your IT Skills
Since good IT skills are essential for this position, be prepared to discuss your experience with various software systems, particularly any relevant to financial services. If you have experience with X-plan or similar tools, highlight that!
✨Demonstrate Financial Knowledge
Brush up on your knowledge of financial products, including pensions, investments, and protection products. Being able to discuss these topics confidently will show your potential employer that you are serious about developing your career in this field.
✨Prepare Questions
Prepare thoughtful questions to ask during the interview. This could include inquiries about the company's approach to training and development, or how they support their employees in pursuing further qualifications. It shows your interest in long-term growth within the company.
