At a Glance
- Tasks: Support Financial Advisors with admin tasks and client documentation.
- Company: Boutique IFA in Hampshire with a supportive culture.
- Benefits: Fully remote work, career progression, and exam support.
- Other info: Earn £200 for referring a friend who secures a job with us.
- Why this job: Join a dynamic team and kickstart your career in Financial Planning.
- Qualifications: 3 years of IFA admin experience or a keen interest in the industry.
Location: Hampshire (remote)
Salary: £25,000 - £30,000
Key Benefits:
- Work-Life Balance: Fully remote working available.
- Progression pathway: Potential pathway to Paraplanner. The completion of the Level 4 Diploma is encouraged.
- Exam Support: Structured training plan in place and support for professional exams.
- Company Culture: They pride themselves on providing a unique and supportive culture, with a track record of promoting internal growth and career development.
We are currently seeking dynamic and motivated individuals to join a boutique IFA in Hampshire as an IFA Administrator. The successful candidate will play a crucial role in supporting multiple Financial Advisors and contributing to the overall success of the organisation.
IFA Administrator key responsibilities:
- Provide administrative support to Independent Financial Advisors in day-to-day operations.
- Utilise back office systems and workflows.
- Assist in the preparation and processing of client documentation and financial transactions.
- Processing of new business.
- Maintain accurate and up-to-date client records using our internal systems.
- Liaise with clients, both in person and over the phone, providing excellent customer service.
IFA Administrator role requirements:
- Experience in a similar IFA admin role is essential (minimum of 3 years).
- Experience must include exposure to writing suitability reports.
- Also can consider post-graduates or people with a keenness to get into the industry.
- Knowledge of using Intelliflo.
- Proactivity and drive to forge a successful career within Financial Planning.
What's next?
Apply today to be considered for this IFA Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Remote IFA Administrator in Norfolk employer: Eden Rose
Join a boutique IFA in Hampshire that champions a supportive and dynamic work culture, offering fully remote working options to ensure a healthy work-life balance. With a clear progression pathway towards becoming a Paraplanner and structured support for professional exams, this company is dedicated to fostering employee growth and development, making it an excellent choice for those seeking a meaningful career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Remote IFA Administrator in Norfolk
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and 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 or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since this role is all about supporting Financial Advisors, think about how your skills align with their needs and be ready to share specific examples of your past experiences.
✨Tip Number 3
Practice your communication skills! As an IFA Administrator, you'll be liaising with clients regularly. Role-play common scenarios with a friend or family member to boost your confidence and ensure you can provide excellent customer service.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, if you refer a mate, you could earn some extra cash while helping them land a new gig too!
We think you need these skills to ace Remote IFA Administrator in Norfolk
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight your relevant experience, especially in administrative support and writing suitability reports. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company culture. Let us know why you’re the perfect fit for our team and how you can contribute to our success.
Showcase Your Customer Service Skills:Since you'll be liaising with clients, it's important to demonstrate your excellent customer service skills. Share examples of how you've provided top-notch support in previous roles, as this will resonate well with us.
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 don’t miss out on any updates. Plus, it shows you’re keen to join our unique culture!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your knowledge of the IFA industry and the specific role of an IFA Administrator. Familiarise yourself with key terms, processes, and the back office systems like Intelliflo that you'll be using. This will show your potential employer that you're serious about the position and ready to hit the ground running.
✨Showcase Your Experience
Prepare to discuss your previous experience in similar roles, especially your exposure to writing suitability reports. Be ready to provide examples of how you've supported Financial Advisors in the past and how your skills can contribute to their success. This is your chance to shine!
✨Demonstrate Your Customer Service Skills
Since you'll be liaising with clients, it's crucial to highlight your customer service abilities. Think of specific instances where you've gone above and beyond for a client or resolved a tricky situation. This will help illustrate your commitment to providing excellent service.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company culture, progression pathways, and the support they offer for professional exams. This not only shows your interest in the role but also helps you determine if the company is the right fit for you.
