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- Tasks: Join a wealth management firm as an IFA Administrator, handling client records and financial applications.
- Company: Core-Asset Consulting is a leading recruiter in Scotland's financial services sector.
- Benefits: Full-time role with potential for growth and valuable industry experience.
- Why this job: Gain hands-on experience in finance while working in a supportive and dynamic environment.
- Qualifications: Previous experience in financial services and strong communication skills are essential.
- Other info: This is a temporary position based in Edinburgh, perfect for those looking to kickstart their career.
The predicted salary is between 28800 - 43200 £ per year.
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Job Description:
Our client, a wealth management firm in Edinburgh’s city centre, is recruiting for an IFA Administrator to join them on an initial 3 to 6 month temporary basis.
This position is full-time and you’d be required to be in the office 5 days per week.
Skills/Experience:
* Previous experience in an IFA or financial services administration role
* Strong understanding of financial products, platforms, and the advice process
* Excellent communication and organisational skills
* Working towards or holding a relevant financial services qualification (desirable)
Core Responsibilities:
* Prepare and process new business applications for pensions, investments, protection, and other financial products
* Maintain accurate client records using our back-office system (e.g. Intelligent Office or similar)
* Liaise with product providers and clients to obtain necessary information and updates
* Support the production of client review packs and documentation ahead of meetings
* Ensure compliance and regulatory requirements are met throughout all administrative processes
* Monitor and follow up on outstanding documentation and pipeline business
* Assist in managing the advisers’ diaries and meeting arrangements
* Provide general office and client support as required
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16124
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
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IFA Administrator employer: Core-Asset Consulting
Contact Detail:
Core-Asset Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the specific financial products and platforms mentioned in the job description, such as pensions and investments. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in IFA roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Brush up on your organisational and communication skills, as these are crucial for the IFA Administrator role. Consider taking a short course or workshop to enhance these skills, which can set you apart from other candidates.
✨Tip Number 4
Research the company culture of the wealth management firm you're applying to. Understanding their values and work environment can help you tailor your approach during interviews and show that you’re a good fit for their team.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience in IFA or financial services administration roles. Emphasise your understanding of financial products and platforms, as well as any relevant qualifications you hold or are working towards.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the responsibilities listed in the job description. Mention your organisational skills and how you can support the production of client review packs and documentation.
Showcase Communication Skills: In your application, provide examples of how you've effectively communicated with clients and product providers in the past. This will demonstrate your ability to liaise and obtain necessary information.
Highlight Compliance Knowledge: Since compliance is crucial in this role, mention any experience you have with regulatory requirements and how you've ensured compliance in your previous positions.
How to prepare for a job interview at Core-Asset Consulting
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products, platforms, and the advice process. This knowledge will not only help you answer questions confidently but also demonstrate your expertise in the field.
✨Showcase Your Organisational Skills
As an IFA Administrator, you'll need to manage multiple tasks efficiently. Be prepared to discuss how you've successfully organised your workload in previous roles, and provide examples of how you maintain accurate records and follow up on outstanding documentation.
✨Prepare for Compliance Questions
Since compliance is crucial in financial services, brush up on relevant regulations and be ready to discuss how you ensure compliance in your administrative processes. This shows that you take regulatory requirements seriously.
✨Demonstrate Strong Communication Skills
Effective communication is key in this role. Be ready to share examples of how you've liaised with clients and product providers in the past, and highlight your ability to produce clear and concise documentation for client meetings.
