At a Glance
- Tasks: Support financial advisers and paraplanners while managing client records and administrative tasks.
- Company: A rapidly growing financial services firm in Guildford.
- Benefits: Competitive salary, career development opportunities, and a supportive team environment.
- Why this job: Join a dynamic team and make a real difference in client service.
- Qualifications: Experience in financial administration and strong organisational skills.
- Other info: Exciting opportunity for growth in a thriving industry.
The predicted salary is between 30000 - 42000 £ per year.
Our client is looking to recruit a Senior IFA Administrator to join their expanding team, driven by strong business growth. This varied and fulfilling role will play a pivotal part in supporting both paraplanners and financial advisers, helping to maintain the high standards of service their clients receive.
Key Responsibilities
- Act as a key liaison between Financial Planners, the support team, and clients.
- Maintain and update back-office systems and client records, ensuring data is accurate and compliant.
- Manage administrative tasks including AML documentation.
Senior IFA Administrator in London employer: Faith Recruitment
Contact Detail:
Faith Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance 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 job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of back-office systems and compliance regulations. We want you to shine when discussing how you can maintain high standards of service and support financial planners effectively.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you, and tailor your approach to show why you’re the perfect fit for their team.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Remind them of your key strengths and how you can contribute to their growing team as a Senior IFA Administrator.
We think you need these skills to ace Senior IFA Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior IFA Administrator role. Highlight relevant experience and skills that match the job description, especially your ability to support financial planners and manage client records.
Showcase Your Attention to Detail: Since this role involves maintaining accurate data and compliance, emphasise your attention to detail in your application. Share examples of how you've successfully managed administrative tasks in the past.
Be Clear and Concise: When writing your cover letter, keep it clear and concise. We want to see your passion for the role and how you can contribute to our team without waffling on. Stick to the point!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Faith Recruitment
✨Know Your Stuff
Make sure you understand the role of a Senior IFA Administrator inside out. Brush up on your knowledge of back-office systems, client records, and AML documentation. Being able to discuss these topics confidently will show that you're serious about the position.
✨Showcase Your Communication Skills
As a key liaison between Financial Planners, the support team, and clients, strong communication is essential. Prepare examples of how you've effectively communicated in past roles, whether it’s resolving issues or ensuring everyone is on the same page.
✨Demonstrate Attention to Detail
This role requires maintaining accurate and compliant data. Be ready to discuss how you ensure accuracy in your work. You might even want to bring examples of how you've improved processes or caught errors in previous positions.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for managing client records, or how they measure success in this role. This shows your genuine interest and helps you assess if the company is the right fit for you.