At a Glance
- Tasks: Be the friendly face of our team, managing client interactions and supporting Financial Planners.
- Company: Join a supportive financial services firm with a focus on client experience.
- Benefits: Enjoy a 4-day work week, generous holiday, and bonuses based on performance.
- Other info: Work in a dynamic environment with opportunities for growth and team bonding.
- Why this job: Make a real difference in clients' lives while developing your career in finance.
- Qualifications: Experience in client-facing roles and strong organisational skills are essential.
The predicted salary is between 30000 - 40000 € per year.
We are looking to recruit for an IFA admin role to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration.
Key Responsibilities:
- Act as the first point of contact for all incoming enquiries.
- Meet and greet clients and guests on arrival at the office.
- Organise client and prospective client meetings, managing all Financial Planners' diaries effectively.
- Prepare and issue client documentation before and after meetings.
- Attend client meetings when required.
- Complete Anti-Money Laundering (AML) checks.
- Prepare and check client meeting packs in advance, keeping diaries updated with amendments.
- Ensure all professional logs are up to date, highlighting and chasing any outstanding documents.
- Complete checklists, scan and file documentation to the back-office system.
- Provide weekly Management Information to the Practice/Operations Manager.
- Manage Financial Planners' general queries, calls and invitations.
- Attend and record weekly team meetings and quarterly open forum meetings.
Skills & Experience:
- Previous experience in a client-facing or administrative role, ideally within IFA admin, financial services or a professional office environment.
- Strong organisational skills with the ability to manage multiple diaries and competing priorities.
- Excellent communication skills (written, verbal and in-person).
- High attention to detail and accuracy.
- Proficient in Microsoft Office and comfortable with CRM/back-office systems.
- Professional, approachable, and discreet in handling sensitive information.
- Client-focused with a proactive, 'can-do' attitude.
- Friendly, professional and confident in dealing with clients and colleagues.
- Team player with the ability to work independently when required.
- Reliable, trustworthy and conscientious.
A fantastic benefits package including:
- 4 day working week with no reduction in your salary.
- 9-5pm Mon-Thursday with 1 hr for lunch.
- 28 days holiday per year plus bank holiday (reduced by 20% due to 4-day week).
- 1 week off for Christmas, not taken from your annual leave entitlement.
- Company pension scheme (after 3 months).
- Private Medical Insurance (after 12 months).
- Summer & Christmas bonus based on company performance.
- Team away days and social events throughout the year.
- Supporting, friendly team with opportunities to progress.
IFA Administrator Role in Cardiff employer: Focus Resourcing Group
Join a dynamic and supportive team as an IFA Administrator, where you will be the friendly face of our company, ensuring a seamless client experience. Enjoy a fantastic benefits package including a four-day working week, generous holiday allowance, and opportunities for professional growth in a collaborative environment that values your contributions. Located in a vibrant area, we foster a culture of teamwork and excellence, making us an exceptional employer for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator Role in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for an IFA admin 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 those interviews! Research common questions for admin roles in financial services and practice your responses. Make sure to highlight your organisational skills and client-focused attitude, as these are key for the IFA admin position.
✨Tip Number 3
Show off your tech skills! Be ready to discuss your experience with Microsoft Office and any CRM systems you've used. If you can demonstrate your proficiency, it’ll give you a leg up in the hiring process.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Administrator Role in Cardiff
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any previous client-facing or administrative roles you've had, especially in financial services. We want to see how you can bring your unique flair to our team!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the IFA admin role. Be friendly and professional, and don’t forget to mention your proactive attitude and attention to detail – we love that!
Show Off Your Communication Skills:Since this role involves a lot of client interaction, make sure your written application showcases your excellent communication skills. Keep it clear, concise, and engaging. We want to see your personality come through!
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’s super easy – just follow the prompts and let us know why you’d be a great addition to our team!
How to prepare for a job interview at Focus Resourcing Group
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the IFA Administrator role. Familiarise yourself with the key responsibilities and skills required, such as diary management and client servicing. This will help you tailor your answers to show how your experience aligns perfectly with what they’re looking for.
✨Showcase Your Communication Skills
Since this role involves being the first point of contact for clients, it’s crucial to demonstrate your excellent communication skills. Practice articulating your thoughts clearly and confidently. You might even want to prepare a few examples of how you've effectively communicated in previous roles.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in this role. Be ready to discuss how you would handle inquiries or manage client meetings. Showing that you can think on your feet and provide a seamless client experience will impress the interviewers.
✨Highlight Your Organisational Skills
This position requires strong organisational abilities, especially when managing multiple diaries. Prepare to share specific examples of how you’ve successfully juggled competing priorities in the past. This will demonstrate your capability to keep everything running smoothly in a busy environment.
