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- Tasks: Prepare client files, liaise with clients, and ensure excellent service delivery.
- Company: Join Flying Colours, a fast-growing independent financial adviser services organisation.
- Benefits: Flexible work environment, support for qualifications, and career progression opportunities.
- Other info: Dynamic workplace with approachable colleagues and great teamwork.
- Why this job: Be part of a friendly team and make a real impact in financial services.
- Qualifications: Experience in financial services administration and proficiency in Microsoft Office.
The predicted salary is between 30000 - 40000 £ per year.
Do you have experience of working in financial services administration? Are you enthusiastic and looking for a new opportunity? Want to work in a dynamic and friendly environment? If the answer is yes to these questions, we would like to hear from you.
Flying Colours is a fast‑growing independent financial adviser services organisation and we are looking for an experienced IFA Administrator for our Bracknell office. If you are looking to progress your career in the financial services industry, Flying Colours will provide support for relevant qualifications, such as CII Level 4 Diploma in Financial Planning.
What is Flying Colours like to work for? You will be working in a fun, friendly and flexible environment, but hardworking. The more you put in, the more you will benefit. Everyone is approachable, irrespective of the level they are within the company. This is a key benefit, as we are all working as a team to make the business a success.
What will your role entail?
- Preparing client files for reviews
- Preparing and submitting new business to providers
- Liaising with advisers and clients to ensure excellent service is delivered
- Ensure all client documentation is correctly recorded
- Check all systems and case notes are updated with progress and a clear audit trail
- You will be the first point of contact for clients and resolve queries in a timely manner
What credentials will you have?
- Experience working in a similar role in financial services
- Proficient in all Microsoft Office, especially Excel and Word
- Strong written and verbal communication skills
- Time management
- Excellent telephone manner
- Accuracy and attention to detail
- Organising and planning
If you have the relevant skillset, enthusiasm and appetite to succeed, then we would like to hear from you. Please email your CV to careers@fcadvice.co.uk
IFA Administrator in Bracknell employer: Flying Colours Advice Limited
Contact Detail:
Flying Colours Advice Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Bracknell
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for an 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 researching Flying Colours and understanding their values. Show enthusiasm for their dynamic environment and be ready to discuss how your experience aligns with their needs. We want to see that you’re genuinely interested in being part of the team!
✨Tip Number 3
Practice your communication skills! As the first point of contact for clients, it’s crucial to convey professionalism and warmth. Role-play common scenarios with a friend to boost your confidence and ensure you nail that telephone manner.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you on board!
We think you need these skills to ace IFA Administrator in Bracknell
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. We want to see how your skills match the role, so don’t be shy about showcasing your relevant achievements!
Craft a Catchy Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Let us know why you’re excited about joining Flying Colours and how you can contribute to our team.
Showcase Your Skills: We’re looking for strong written and verbal communication skills, so make sure to demonstrate these in your application. Whether it’s through your CV or cover letter, clarity and professionalism are key!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Flying Colours Advice Limited
✨Know Your Financial Services
Brush up on your knowledge of financial services administration. Be prepared to discuss your previous experience and how it relates to the role at Flying Colours. This shows you’re not just enthusiastic but also knowledgeable about the industry.
✨Showcase Your Communication Skills
Since you'll be the first point of contact for clients, practice articulating your thoughts clearly. Use examples from your past roles where you successfully resolved client queries or improved communication with advisers. This will highlight your strong verbal skills.
✨Demonstrate Attention to Detail
Prepare to discuss how you ensure accuracy in your work. Bring examples of how you've maintained meticulous records or managed client documentation effectively. This is crucial for the role, so make sure to emphasise your organisational skills.
✨Ask Insightful Questions
At the end of the interview, don’t hesitate to ask questions about the team dynamics or the support for qualifications like the CII Level 4 Diploma. This shows your interest in growing within the company and understanding their culture better.