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- Tasks: Support financial planners and manage client communications while ensuring compliance.
- Company: Join a dynamic team focused on delivering high-quality financial services.
- Benefits: Enjoy private medical insurance, a pension scheme, and 28 days of annual leave.
- Why this job: Gain hands-on experience in finance while working in a supportive and compliant environment.
- Qualifications: No specific qualifications required; just bring your enthusiasm and willingness to learn!
- Other info: Opportunity for a discretionary bonus and career growth as you gain experience.
The predicted salary is between 28800 - 42000 £ per year.
As an IFA administrator, you will be working closely with the office manager and financial planners to provide an efficient, high-quality and compliant service. During a typical day, you will be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports as well as ensuring back-office systems are updated and maintained accurately., Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
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Private medical insurance
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Healthcare cash plan
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Group income protection.
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Group life assurance (4 x basic annual salary)
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Group pension scheme, 5% employer contribution, 3% employee contribution
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Discretionary company bonus award opportunity
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28 days annual leave, plus bank holidays (this will increase with each year of service up to a maximum of 30 days)
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 the role of an IFA administrator. Understanding the key responsibilities and compliance requirements will help you demonstrate your knowledge during the interview.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join online forums to connect with people who can provide insights and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Highlight any experience you have with client communication and back-office systems. Be prepared to discuss specific examples of how you've ensured compliance and efficiency in previous roles.
✨Tip Number 4
Research StudySmarter's values and culture. Tailor your approach to align with our mission and demonstrate how you can contribute to our team, especially in providing high-quality service to clients.
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 such as processing new business, client communication, and compliance documentation.
Tailor Your CV: Customize your CV to highlight relevant experience in client support, financial planning, or administration. Use specific examples that demonstrate your ability to provide high-quality service and maintain compliance.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your skills align with the responsibilities of the IFA administrator and express your commitment to delivering excellent client service.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and professional.
How to prepare for a job interview at Finlink Ltd
✨Understand the Role
Make sure you have a clear understanding of the IFA administrator role. Familiarize yourself with the tasks mentioned in the job description, such as processing new business and ensuring compliance. This will help you answer questions confidently.
✨Showcase Your Communication Skills
Since the role involves communicating with clients and providers, be prepared to demonstrate your communication skills. Think of examples from your past experiences where you effectively communicated complex information.
✨Highlight Attention to Detail
The job requires maintaining accurate documentation and back-office systems. Be ready to discuss how you ensure accuracy in your work and provide examples of how your attention to detail has benefited previous employers.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and helps you understand the company culture and expectations better.
