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- Tasks: Support financial advisors and manage client documentation in a dynamic role.
- Company: A bespoke, tight-knit advisory firm with a strong reputation.
- Benefits: Competitive salary, bonus opportunities, and ongoing professional development.
- Why this job: Join a friendly team and make a real impact in the financial services sector.
- Qualifications: Experience as an IFA Administrator or similar role is preferred.
- Other info: Great career growth potential in a stable and supportive environment.
The predicted salary is between 28000 - 42000 £ per year.
£35,000-£40,000 Bonus Company Benefits City of London
Are you an IFA Administrator or similar looking for a varied and exciting role within a bespoke, tight-knit Firm who pride themselves on looking after and developing their staff in a role offering a varied workload and ongoing opportunities to upskill yourself? The tight-knit Advisory Firm have seen ongoing stability since their establishment 20 years ago whilst building a loyal client base across numerous sectors. Due to an ever increasing workload they are looking to grow their team of 13 in Central London.
In this varied role you will primarily support advisors with their day-to-day responsibility including processing documentation for new and existing business and preparing financial illustrations and advice. You will also regularly liaise with clients and suppliers in addition to undertaking general office administration work. This role would suit an IFA Administrator or similar looking for a varied role within a well-established firm offering the chance to work within a friendly team and increase your earnings through a bonus.
The Role:- Manage and process client documentation - new and existing business
- Liaise with clients and support their needs
- Prepare illustrations, advice and recommendations
- Assist financial advisors in day-to-day function
The Person:
- IFA Administrator or similar
- Looking to join a tight-knit firm
- Commutable to City of London
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.
Locations
IFA Administrator (Bespoke Firm) in City of London, London employer: Ernest Gordon Recruitment Limited
Contact Detail:
Ernest Gordon Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator (Bespoke Firm) in City of London, London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector and let them know you're on the hunt for an IFA Administrator role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial services and client management. We recommend practising common interview questions and scenarios related to the role, so you can showcase your skills and experience confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website for the best chance at landing that IFA Administrator gig! We’re all about making the application process smooth and straightforward, so don’t miss out on the chance to join a fantastic team in Central London.
We think you need these skills to ace IFA Administrator (Bespoke Firm) in City of London, London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight relevant experience and skills that match the job description, like managing client documentation and liaising with clients. We want to see how you fit into our tight-knit team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this role and how your background makes you a great fit. We love seeing genuine enthusiasm for the position and our firm.
Showcase Your Skills: Don’t forget to showcase any specific skills that are relevant to the role, such as financial services knowledge or office administration experience. We’re looking for someone who can hit the ground running and support our advisors effectively.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Ernest Gordon Recruitment Limited
✨Know Your Stuff
Make sure you understand the role of an IFA Administrator inside out. Brush up on your knowledge of financial services, client documentation processes, and how to prepare financial illustrations. This will not only help you answer questions confidently but also show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
Since you'll be liaising with clients and suppliers, it's crucial to demonstrate your communication skills during the interview. Practice articulating your thoughts clearly and concisely. You might even want to prepare examples of how you've successfully managed client relationships in the past.
✨Highlight Your Team Spirit
This firm values a tight-knit team, so be ready to discuss your experience working collaboratively. Share examples of how you've contributed to a team environment and supported colleagues in achieving common goals. This will resonate well with their company culture.
✨Prepare Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the firm and the role. Ask about opportunities for professional development or how the team collaborates on projects. This shows your enthusiasm and helps you gauge if the firm is the right fit for you.
