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- Tasks: Join a supportive team to prepare client paperwork and deliver top-notch outcomes.
- Company: Employee-owned firm with a strong people-first culture and stability.
- Benefits: Starting salary of £29,000 - £32,000, tax-free bonuses, and 27 days holiday.
- Why this job: Enjoy job security, a voice in decisions, and a great work-life balance.
- 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 stunning office view.
The predicted salary is between 29000 - 32000 £ per year.
A job that offers stability, a real voice and a sense of purpose can feel hard to come by. Hard, but not impossible.
This firm is employee owned through an Employer Ownership Trust (EOT). That means the business won’t get sold because it needs trustee approval (that it will never get) for that to happen. This gives you a level of stability you won’t find elsewhere.
You get a voice when it comes to deciding on plans and what you do with your profits. After 12 months of service you’ll get a tax‑free sum of up to £3,600 every year. And you can be sure you’re joining a company with a people‑first culture.
It’s as close to a job for life that you can get.
This business is one of the absolute best in the UK. That sounds a big claim but mention their name to people in the profession and they’ll nod.
They have unrivalled experience and knowledge about nurturing and developing their staff. Look at any staff profile, speak to any one of them, and they’ll tell you the same.
As you’d expect the pay and conditions are first class too:
- Starting salary of £29,000 – £32,000
- A sizeable, four‑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)
They work hard but maintain a perfect balance. It’s rare you’ll see one of your peers in the office after 5pm. After the first 6 months on site you will work on a hybrid basis (3 days in the office).
The office itself has an on‑site gym, a pizza oven and a view that is just wow.
What you’ll be doing:
- Prepare paperwork for client meetings
- Carry out product research
- Submit new business opportunities
- Work with the highly qualified paraplanning and planning teams to deliver the best quality outcomes to your clients
What you’ll need:
You must have 5+ years experience as an IFA administrator. You should 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.
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Senior IFA Administrator employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd 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 interviews by researching the company culture and values. Since this firm prides itself on a people-first approach, be ready to discuss how your values align with theirs and how you can contribute to their mission.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to your experience as an IFA administrator. Highlight your skills with Intelliflo and Transact if you have them, as they could give you an edge!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we promise everyone will receive a response, so you won’t be left hanging.
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!
Tailor Your Application: Take a moment to customise your application for this role. Mention specific skills or experiences that relate to the job description, like your familiarity with Intelliflo and Transact. It shows us you’re genuinely interested!
Be Yourself: We love a bit of personality! Don’t be afraid to let your unique voice shine through in your application. It helps us get to know you better and see if you’d fit into our people-first culture.
Apply Through Our Website: For the best chance of getting noticed, make sure to apply through our website. It’s the easiest way for us to keep track of your application and ensure everyone gets a response!
How to prepare for a job interview at Exchange Street Claims ltd
✨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 ability to work well in a team. Share examples of how you've collaborated with colleagues or supported clients in the past to highlight your interpersonal skills.
✨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 an active part of it.
✨Emphasise Stability and Growth
Since this role offers stability and growth opportunities, talk about your long-term career goals and how they align with the company's vision. Highlighting your commitment to staying and growing within the firm can set you apart from other candidates.
