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- Tasks: Join our team as a Senior IFA Administrator, providing vital support to financial advisors.
- Company: We're a friendly St. James’s Place Partner Practice near Stansted, focused on client satisfaction.
- Benefits: Enjoy beautiful offices, flexible hours, and career progression opportunities.
- Why this job: This role offers variety, responsibility, and a chance to grow in a supportive environment.
- Qualifications: Experience in an IFA or SJP environment is essential; strong organisational skills required.
- Other info: Become part of a close-knit team where your contributions are valued.
The predicted salary is between 28000 - 42000 £ per year.
Full-Time | Salary Up to £35,000 (DOE) | Supportive Team & Career Progression
Our client is a successful and friendly St. James’s Place (SJP) Partner Practice based near Stansted, seeking a highly organised and experienced Senior IFA Administrator to join our growing team. This is a fantastic opportunity for someone who enjoys working in a fast-paced, client-focused environment and is looking for a role with responsibility, variety, and the potential to grow.
What we offer:
- Beautiful offices with on-site parking
- A supportive environment, working alongside 2 Advisors and 2 part-time support staff
- Full-time hours preferred, with flexibility considered following training/probation
- A welcoming, long-standing client base of families, parents, and grandparents
- Career progression and study support available for the right candidate
Your role will involve:
- Providing comprehensive admin support to the Advisors
- Managing and preparing documentation for client meetings
- Processing new business and liaising with providers
- Maintaining and updating client records accurately
- Assisting with compliance requirements and client communications
About you:
- Previous experience in an IFA or SJP environment is essential
- Strong understanding of financial services processes and terminology
- Highly organised with excellent attention to detail
- Confident communicator with a proactive approach
- Comfortable using back-office systems (e.g. Salesforce, Intelligent Office)
This is a key role in a close-knit and professional team. If you’re an experienced administrator looking to step into a senior role where your contributions are truly valued, we’d love to hear from you. Apply today and become part of a supportive firm where people and progress matter.
Please send CV to Sam Negbenebor at Financial Divisions.
Senior IFA Administrator - SJP Partner Practice (Offices near Bishops Stortford), Upto £35,000 (DOE) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator - SJP Partner Practice (Offices near Bishops Stortford), Upto £35,000 (DOE)
✨Tip Number 1
Familiarise yourself with the St. James’s Place (SJP) ethos and values. Understanding their approach to client relationships and financial services will help you align your conversation during interviews, showcasing that you're a great fit for their culture.
✨Tip Number 2
Brush up on your knowledge of back-office systems like Salesforce and Intelligent Office. Being able to discuss your experience or familiarity with these tools can set you apart as a candidate who is ready to hit the ground running.
✨Tip Number 3
Prepare examples from your previous roles that demonstrate your organisational skills and attention to detail. Be ready to share specific instances where you successfully managed documentation or client communications, as this will highlight your suitability for the Senior IFA Administrator role.
✨Tip Number 4
Network with current or former employees of SJP Partner Practices. Engaging with them can provide valuable insights into the company culture and expectations, which you can leverage during your application process.
We think you need these skills to ace Senior IFA Administrator - SJP Partner Practice (Offices near Bishops Stortford), Upto £35,000 (DOE)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience in an IFA or SJP environment. Emphasise your understanding of financial services processes and any relevant back-office systems you've used, such as Salesforce or Intelligent Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your organisational skills and attention to detail. Mention specific examples of how you've successfully managed documentation and client communications in past roles.
Highlight Relevant Skills: In your application, clearly outline your strong communication skills and proactive approach. These are key attributes for the Senior IFA Administrator role, so provide examples of how you've demonstrated these in your previous positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Experience
Make sure to highlight your previous experience in an IFA or SJP environment. Be prepared to discuss specific examples of how you've successfully managed documentation and client communications in the past.
✨Demonstrate Organisational Skills
As a Senior IFA Administrator, being highly organised is crucial. Prepare to share strategies you use to stay organised and manage multiple tasks effectively, especially in a fast-paced environment.
✨Familiarise Yourself with Financial Terminology
Brush up on financial services processes and terminology before the interview. This will not only help you answer questions confidently but also show that you understand the industry and can communicate effectively with clients.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the team dynamics. Inquire about the support for career progression and study opportunities, as this shows your interest in growing within the company.
