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- Tasks: Support advisors, manage client communications, and maintain back-office systems.
- Company: Join a friendly, independent financial planning firm with over 10 years of experience.
- Benefits: Enjoy a salary up to £28k, study support, pension scheme, and holiday days.
- Why this job: Great opportunity for personal development and potential progression to paraplanning.
- Qualifications: Ideal for those with experience in financial services or administration roles.
- Other info: Be part of a close-knit team that values growth and collaboration.
The predicted salary is between 16800 - 19600 £ per year.
Within the role, you will be supporting the Financial Advisor and Paraplanner, maintaining and updating the back-office system, ensuring all client records are correct, sending and processing information requests, package and submit investment & pension applications to relevant providers, record and track new business applications and booking in annual review meetings.
This role is best suited to those with 1+ years of experience as an IFA Administrator. Financial services qualifications desirable but not required. You will be joining a supportive team, allowing you the opportunity to grow and develop. Part time work possible if required. Salary up to £30k.
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Salary up to £30k
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25 days holiday + bank holidays
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Flexible working hours (Core time system)
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Company pension
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Death in Service life insurance
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Optional private healthcare scheme
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
Familiarize yourself with the financial services industry, especially in areas like investment management and inheritance tax planning. This knowledge will help you stand out during conversations with the team.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend local events or join online forums to connect with others who can provide insights or even referrals for the role.
✨Tip Number 3
Demonstrate your organizational skills by preparing examples of how you've managed administrative tasks in previous roles. Be ready to discuss these experiences during your interview.
✨Tip Number 4
Show enthusiasm for personal development and progression within the company. Express your interest in paraplanning and how you see yourself growing with the firm in the future.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the IFA Administrator position. Understand the key responsibilities and required skills, especially those related to financial services and administration.
Tailor Your CV: Customize your CV to highlight relevant experience in financial services and administration. Emphasize any specific skills or experiences that align with the tasks mentioned in the job description, such as client support and back-office system management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention why you are interested in working in financial planning and how your background makes you a suitable candidate for this position.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects attention to detail, which is crucial in an administrative role.
How to prepare for a job interview at Finlink Ltd
✨Show Your Financial Services Knowledge
Make sure to highlight any previous experience you have in financial services, especially in administration roles. Be prepared to discuss specific tasks you've handled and how they relate to the responsibilities of the IFA Administrator position.
✨Demonstrate Your Client Support Skills
Since this role involves liaising with clients, be ready to share examples of how you've successfully supported clients in the past. Discuss your communication style and how you ensure client satisfaction.
✨Emphasize Your Teamwork Abilities
This position is within a close-knit team, so it's important to convey your ability to work collaboratively. Share experiences where you've contributed to a team environment and how you support your colleagues.
✨Express Your Willingness to Learn
The company values personal development and progression. Be sure to express your enthusiasm for learning and growing within the role, and mention any relevant training or study support you are interested in pursuing.
