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- Tasks: Prepare client meeting paperwork and conduct product research in a supportive team.
- Company: Stable, employee-owned financial services firm with a people-first culture.
- Benefits: Competitive salary, extensive benefits, and hybrid working after six months.
- Why this job: Join a supportive team and grow your career in a dynamic financial environment.
- Qualifications: Over 5 years of IFA administration experience and a strong learning attitude.
- Other info: Enjoy a collaborative atmosphere with opportunities for personal and professional growth.
The predicted salary is between 29000 - 32000 £ per year.
A UK-based financial services firm is seeking an experienced IFA administrator. You will prepare client meeting paperwork, conduct product research, and work closely with skilled paraplanners.
Candidates should possess over 5 years of experience and have a conscientious attitude towards learning.
The position offers a competitive salary of £29,000 – £32,000, extensive benefits, and a hybrid working environment after six months. This firm emphasizes a people-first culture and employee ownership.
Senior IFA Administrator — Stable, Employee‐Owned Firm (Hybrid) 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 — Stable, Employee‐Owned Firm (Hybrid)
✨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 opportunities. A personal recommendation can go a long way in landing that Senior IFA Administrator role.
✨Tip Number 2
Prepare for interviews by brushing up on your product knowledge and client meeting processes. We want you to feel confident discussing your experience and how it aligns with the firm’s people-first culture.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It shows you’re genuinely interested and keeps you top of mind.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Senior IFA Administrator — Stable, Employee‐Owned Firm (Hybrid)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your 5+ years of experience in IFA administration and any relevant achievements that showcase your conscientious attitude towards learning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for our people-first culture. Share specific examples of how you've contributed to team success in previous roles, and don’t forget to mention your enthusiasm for employee ownership!
Showcase Your Research Skills: Since product research is a key part of the role, consider including a brief example of a successful research project you’ve completed. This will demonstrate your ability to prepare client meeting paperwork effectively and efficiently.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the hiring process!
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and services. Since you'll be preparing client meeting paperwork and conducting product research, being well-versed in these areas will show that you're serious about the role.
✨Showcase Your Experience
With over 5 years of experience required, be ready to discuss specific examples from your past roles. Highlight how your conscientious attitude towards learning has helped you grow in your career and how it can benefit the firm.
✨Emphasise Teamwork
This firm values a people-first culture, so be prepared to talk about your experiences working with paraplanners and other team members. Share examples of how you've collaborated effectively in the past to achieve common goals.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's employee ownership model and hybrid working environment. This shows your genuine interest in the company and helps you assess if it's the right fit for you.
