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- Tasks: Join a supportive team to prepare client paperwork and deliver top-notch outcomes.
- Company: Employee-owned firm with a people-first culture and a strong reputation in the industry.
- Benefits: Starting salary of £29,000 - £32,000, annual bonuses, and 27 days holiday.
- Why this job: Enjoy stability, a voice in decisions, and a job that feels like a career for life.
- Qualifications: 5+ years as an IFA administrator; experience with Intelliflo and Transact is a plus.
- Other info: Hybrid working after 6 months, on-site gym, and a fantastic office view.
The predicted salary is between 29000 - 32000 £ per year.
Job Description
- Starting salary of £29,000 – £32,000
- A sizeable, 4-figure company bonus scheme that has paid out every year
- Annual salary appraisal
- PMI
- DIS
- Holidays that increase to 27 days with time served
- Support with exams/memberships (as well as bonuses for passing exams)
Whilst they work hard they have the perfect balance. It's rare you'll see one of your peers in the office after 5pm. And whilst you'll be on site for the first 6 months after that you'll work on a hybrid basis (3 days in the office) after that.The office itself has an on-site gym, a pizza oven and view that is just wow.WHAT YOU'LL BE DOING:You'll be taking over from a retiring colleague so you'll have a proper handover and will join a team of three who:
- Prepare paperwork for client meetings
- Carry out product research
- Submit new business
- Work with the highly qualified paraplanning and planning teams to deliver the best quality outcomes to your clients
HERE'S WHAT YOU'LL NEED:You'll have 5+ years experience as an IFA administrator. You'll be conscientious and a keen learner.Experience of Intelliflo and Transact are nice to haves. —————————————————————————————Time to take proper ownership of your future? Click apply.If you don't have a CV just send us a way of contacting you. We can come to the CV later.Everyone will receive a response.
Senior IFA Administrator employer: Exchange Street Claims & Financial Services
Contact Detail:
Exchange Street Claims & Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for a Senior 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 those interviews! Research the company thoroughly, especially their employee ownership model. Be ready to discuss how your experience aligns with their values and how you can contribute to their people-first culture.
✨Tip Number 3
Showcase your skills! If you’ve got experience with Intelliflo and Transact, make sure to highlight that during conversations. Even if it’s not a must-have, it could set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re all about making the process as smooth as possible for you.
We think you need these skills to ace Senior IFA Administrator
Some tips for your application 🫡
Show Your Experience: Make sure to highlight your 5+ years of experience as an IFA administrator. We want to see how your background aligns with what we’re looking for, so don’t hold back on the details!
Be Yourself: We’re all about a people-first culture here at StudySmarter. Let your personality shine through in your application. Share your passion for the industry and why you’re excited about this opportunity!
Tailor Your Application: Take a moment to tailor your application to our job description. Mention your familiarity with Intelliflo and Transact if you have it, and explain how you can contribute to our team’s success.
Apply Through Our Website: Don’t forget to apply through our website! It’s the easiest way for us to keep track of your application, and we promise everyone will receive a response. Let’s get started on this journey together!
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Know Your Stuff
Make sure you brush up on your knowledge of IFA administration and the specific tools mentioned in the job description, like Intelliflo and Transact. Being able to discuss your experience confidently will show that you're serious about the role.
✨Show Your People Skills
This company values a people-first culture, so be ready to demonstrate your interpersonal skills. Think of examples where you've worked well in a team or helped clients achieve their goals. It’s all about showing you can fit into their supportive environment.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company’s employee ownership model and how it impacts decision-making. This shows that you’re genuinely interested in their unique culture and want to be part of it.
✨Be Yourself
Don’t forget to let your personality shine through! The firm is looking for someone who fits their culture, so being authentic will help them see if you’re the right match. Plus, it’ll make you feel more comfortable during the interview.
