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For Companies At a Glance
- Tasks: Support a Senior Adviser by managing client communications and documentation.
- Company: Join a respected financial advisory firm with a client-focused approach.
- Benefits: Enjoy flexible hours, private healthcare, and 25 days holiday.
- Why this job: Be part of a supportive team making a real impact in clients' lives.
- Qualifications: No specific qualifications required; just a passion for client support.
- Other info: Office-based role in beautiful Dorset, perfect for balancing work and life.
The predicted salary is between 28800 - 42000 £ per year.
Job Description
IFA AdministratorFull time – 35 hours DorsetOffice BasedSalary negotiable
This is an excellent opportunity for an IFA Administrator to join a well-established financial advisory firm.
As an IFA Administrator, you will provide vital support to a Senior Adviser, managing a portfolio of 100+ clients. You will be the first point of contact for clients, ensuring smooth communication and assisting with compliance, documentation, and annual review reports.
The Company
This is a respected financial services firm known for its client-focused approach and supportive working environment. The company are directly authorised and have been in operation for almost 10 years, providing advice on several areas from Investments, Pensions, Inheritance Tax Planning, Care and Later life, Protection and Mortgages.
The Role
Responsibilities include:
- Acting as the initial point of contact for client inquiries via telephone, email, and post.
- Assisting with the preparation and distribution of annual review reports in collaboration with the paraplanner.
- Ensuring compliance by managing and requesting relevant client documentation.
- Maintaining organised electronic and paper records using the Intelligent Office back-office system.
- Ability to maintain confidentiality and act with discretion.
- Processing new business
Benefits
- Company Pension.
- Private Healthcare.
- 25 days holiday
- Flexible working hours – can accommodate school drop-off and pick-up times.
- Further benefits to be confirmed
How to Apply
Click Apply Now to submit your application.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
IFA Administrator employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the Intelligent Office back-office system, as it's crucial for maintaining organised records. You can find online tutorials or user guides that will help you understand its functionalities better.
✨Tip Number 2
Brush up on your knowledge of compliance and documentation processes in financial services. Understanding these areas will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 3
Practice your communication skills, especially in handling client inquiries. Role-playing scenarios with a friend can help you articulate your responses clearly and professionally, which is key for this position.
✨Tip Number 4
Network with professionals in the financial advisory sector. Attend local events or join online forums to connect with others who can provide insights or even refer you to opportunities within firms like ours.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the IFA Administrator position. Understand the key responsibilities and required skills, such as client communication and compliance management.
Tailor Your CV: Customise your CV to highlight relevant experience in financial services or administrative roles. Emphasise your ability to manage client relationships and any experience with compliance or documentation.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific reasons why you want to work for this financial advisory firm and how your skills align with their client-focused approach.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and professional. A polished application reflects your attention to detail.
How to prepare for a job interview at Finlink Ltd
✨Know the Company Inside Out
Before your interview, make sure to research the financial advisory firm thoroughly. Understand their services, values, and client approach. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Demonstrate Your Communication Skills
As an IFA Administrator, you'll be the first point of contact for clients. During the interview, showcase your communication skills by being clear and concise in your responses. Practice common interview questions and prepare to discuss how you would handle client inquiries.
✨Highlight Your Organisational Abilities
The role requires managing a portfolio of 100+ clients and maintaining organised records. Be ready to discuss your organisational strategies and any tools or systems you've used in the past to keep track of important documents and client information.
✨Prepare for Compliance Questions
Since compliance is a key part of the job, expect questions related to managing client documentation and confidentiality. Brush up on relevant regulations and be prepared to explain how you would ensure compliance in your daily tasks.
