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.
- Why this job: Join a dynamic team and kickstart your career in Financial Planning.
- Qualifications: 3 years of IFA admin experience or keen graduates welcome.
The predicted salary is between 25000 - 30000 £ per year.
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 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
✨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
Don’t underestimate the power of follow-ups! After an interview, shoot a quick thank-you email to express your appreciation and reiterate your interest in the position. It shows you're keen and professional, which can set you apart from other candidates.
✨Tip Number 4
Apply through our website for the best chance at landing that IFA Administrator gig! We’re all about helping you find the right fit, so make sure you take advantage of our resources and support during your job search.
We think you need these skills to ace Remote IFA Administrator
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 match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the financial planning industry and how you can contribute to our supportive culture. Keep it concise but engaging – we love a good story!
Showcase Your Proactivity:In your application, don’t forget to mention any examples of how you've taken initiative in previous roles. We’re looking for dynamic individuals who are eager to grow within the industry, so let us know how you’ve gone above and beyond!
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’re considered for this exciting opportunity. Plus, it’s super easy – just a few clicks and you’re done!
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.
✨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.
✨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, and be prepared to share these stories during the interview.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare some thoughtful questions about the company culture, progression pathways, and the support they offer for professional exams. This not only shows your interest but also helps you determine if the company is the right fit for you.
