At a Glance
- Tasks: Support Financial Advisers and manage client queries in a dynamic team.
- Company: Global wealth management firm with modern offices near Middlesbrough.
- Benefits: 26 days holiday, hybrid working, private healthcare, and career development.
- Other info: Enjoy free parking and a vibrant work environment.
- Why this job: Join a passionate team and make a real difference in financial services.
- Qualifications: Experience supporting Financial Advisers and knowledge of financial products preferred.
The predicted salary is between 25000 - 35000 £ per year.
Benefits:
- Hours: 35 with hybrid working available
- Holidays: 26 days annual leave, plus stats
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- Charity volunteer days
- Cycle to work scheme
- Career development, if desired
Role:
A global wealth management business, with offices throughout the UK, have an opening for a competent IFA Administrator, to work on a full-time basis. Hybrid working is available and you’ll be based out of modern offices near Middlesbrough, with free parking. This is a superb opportunity where you’ll work with a great team of talented individuals, who are passionate about Financial Services.
Responsibilities will include:
- Act as a point of contact for the client in the Adviser’s absence and deal with client queries
- Meet and greet clients
- Book all client meetings, including annual review meetings
- Prepare meeting packs
- Process new and existing business for pensions, investments and protection
- Liaise with and submit all forms and letters of instruction to product providers
- Process fund switches online or via postal applications
- Update and maintain back-office system, XPlan
- Maintain an up-to-date knowledge of company policies and procedures
Qualifications:
- Not essential
Candidate Requirements:
- Must have previously supported a Financial Adviser and possess knowledge of pensions, investments and protection products
- Have experience of processing both new and existing client business
- Able to deliver accurate work, consistently
- Must possess excellent communication skills, both written and verbal
- Excel at delivering a client-centric service
- Competent IT skills (XPLAN experience would be advantageous)
IFA Administrator in Middlesbrough employer: egrecruiting-ltd
Join a leading global wealth management business that values its employees and fosters a collaborative work culture. With a focus on career development, hybrid working options, and a range of benefits including private healthcare and charity volunteer days, this role as an IFA Administrator in modern offices near Middlesbrough offers a rewarding environment for those passionate about Financial Services.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Middlesbrough
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector 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 brushing up on your knowledge of pensions, investments, and protection products. We want you to feel confident discussing these topics, as they’re key to impressing potential employers in this field.
✨Tip Number 3
Showcase your client-centric service skills during interviews. Share specific examples of how you've gone above and beyond for clients in the past. This will demonstrate that you’re not just about getting the job done, but also about building strong relationships.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to connect with us directly.
We think you need these skills to ace IFA Administrator in Middlesbrough
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight your experience supporting Financial Advisers and any relevant knowledge of pensions, investments, and protection products. 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 financial services and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills:Since excellent communication is key for this role, make sure your written application reflects that. Use clear and professional language, and double-check for any typos or errors. We appreciate attention to detail!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s super easy and ensures your application goes directly to us. Plus, you’ll get to explore more about our company while you’re at it!
How to prepare for a job interview at egrecruiting-ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection products. Familiarise yourself with the specific services the company offers, as well as any recent developments in the financial sector. This will show that you're not just a candidate, but someone genuinely interested in the role.
✨Practice Makes Perfect
Rehearse common interview questions related to client management and administrative tasks. Think about how you would handle client queries or process new business. Practising your responses will help you feel more confident and articulate during the actual interview.
✨Show Off Your Communication Skills
Since excellent communication is key for this role, be prepared to demonstrate your skills. Use clear and concise language when answering questions, and don’t hesitate to ask for clarification if you don’t understand something. This shows that you’re engaged and willing to ensure mutual understanding.
✨Be Ready to Discuss Your Experience
Think of specific examples from your past roles where you've supported a Financial Adviser or processed client business. Be ready to explain how you maintained accuracy and delivered a client-centric service. Real-life examples will make your answers more compelling and relatable.
