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- Tasks: Support Advisors by scheduling appointments and preparing meeting materials.
- Company: Join a leading practice in Bolton focused on client service and growth.
- Benefits: Enjoy hybrid working, 24 days holiday, a pension plan, and team socials.
- Why this job: Be part of a growing team with opportunities for career progression in wealth management.
- Qualifications: Previous experience in finance roles and knowledge of personal finance products required.
- Other info: Experience with Salesforce is a plus; ideal for those looking to advance in the industry.
Job Title: IFA Administrator
To be considered for an interview, please make sure your application is full in line with the job specs as found below.
Location: Bolton
Salary: 25,000 – 28,000
A leading practice in Bolton is seeking an experienced IFA Administrator to join their growing team.
In this role, you will work closely with Advisors and the Administration Lead to ensure smooth business processing, high-quality client service, and preparation for client meetings.
What’s included?
* Pension plan
* 24 days holiday + bank holidays
* Generous bonus scheme
* Hybrid working and team socials
What will you be doing?
* Scheduling client appointments, sending pre-meeting information as needed.
* Continually learn and develop your knowledge for further development
* Handle incoming client calls, prepare meeting packs, reports, and valuation documents for Advisors.
* Process fund switches, withdrawals, and other post-meeting tasks.
* Liaise with external providers and the Paraplanning team to ensure smooth business processing.
What do you need?
* Previous experience in a similar role with at least some knowledge of personal finance products, investments, services.
* Experience using salesforce is an added benefit.
* A desire for further future progression in the wealth management sector, such as Paraplanning and Financial Adviser.
This is a fantastic opportunity to join a successful practice during a key period of growth
Ifa Administrator employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Ifa Administrator
✨Tip Number 1
Familiarize yourself with personal finance products and services. Understanding the basics of investments and wealth management will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
If you have experience with Salesforce, be ready to discuss specific examples of how you've used it in previous roles. If not, consider taking a quick online course to get a basic understanding, as this could set you apart from other candidates.
✨Tip Number 3
Network with professionals in the wealth management sector. Attend local events or join online forums to connect with others in the field, which can provide valuable insights and potentially lead to referrals.
✨Tip Number 4
Prepare thoughtful questions about the company’s growth and future opportunities in wealth management. This shows your enthusiasm for the role and your desire for long-term career development within the organization.
We think you need these skills to ace Ifa Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the IFA Administrator position. Highlight the key responsibilities and required skills, and think about how your experience aligns with these.
Tailor Your CV: Customize your CV to emphasize relevant experience in administration and personal finance products. Include specific examples of your previous roles that demonstrate your ability to handle client interactions and support Advisors.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your desire for progression in the wealth management sector and how you can contribute to the team's success.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and professional.
How to prepare for a job interview at Ellis James Partners Ltd
✨Show Your Knowledge of Financial Products
Make sure to brush up on your knowledge of personal finance products and investments. Being able to discuss these topics confidently will demonstrate your suitability for the IFA Administrator role.
✨Highlight Your Organizational Skills
Since the role involves scheduling client appointments and preparing meeting packs, emphasize your organizational skills. Share examples from your past experiences where you successfully managed multiple tasks or projects.
✨Demonstrate Your Communication Skills
Effective communication is key in this position. Be prepared to discuss how you've handled client calls and liaised with teams in previous roles. Clear and concise communication will be crucial for success.
✨Express Your Desire for Growth
The job description mentions a desire for future progression in wealth management. Be sure to express your ambitions and how you see yourself growing within the company, whether that’s in Paraplanning or as a Financial Adviser.
