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: Join a fun team with great opportunities for career progression.
- Why this job: Make a real difference in clients' lives while developing your skills in a dynamic environment.
- 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 ½ 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 Thornhill employer: Focus Resourcing
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 4-day working week, generous holiday allowance, and opportunities for professional growth in a collaborative environment that values your contributions. Our office culture promotes teamwork and social engagement, making it an excellent place to develop your career while maintaining a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator Role in Thornhill
✨Tip Number 1
Get to know the company culture! Before your interview, do a bit of research on the company’s values and work environment. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. Focus on how your skills match the role, especially your organisational and communication skills, as these are key for the IFA admin position.
✨Tip Number 3
Dress the part! First impressions matter, so make sure you’re dressed professionally for your interview. It shows respect for the role and the people you’ll be working with, setting a positive tone from the get-go.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way. It not only shows your appreciation but also keeps you fresh in their minds as they make their decision.
We think you need these skills to ace IFA Administrator Role in Thornhill
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA admin role. Highlight your previous experience in client-facing or administrative roles, and don’t forget to showcase your organisational skills and attention to detail. We want to see how you can bring your unique flair to our team!
Craft a Friendly Cover Letter:Your cover letter is your chance to shine! Keep it friendly and professional, and explain why you’re excited about joining us at StudySmarter. Mention specific skills that match the job description, like your ability to manage diaries and handle sensitive information with discretion.
Showcase Your Communication Skills:Since this role involves a lot of client interaction, make sure your written application reflects your excellent communication skills. Use clear and concise language, and don’t shy away from showing your approachable personality. We love a good chat, even in writing!
Apply Through Our Website:We encourage you to apply through our website for a seamless application process. It’s super easy, and you’ll be one step closer to joining our supportive and friendly team. Plus, we can’t wait to see what you bring to the table!
How to prepare for a job interview at Focus Resourcing
✨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 mentioned in the job description. This will help you tailor your answers to show how your experience aligns perfectly with what they’re looking for.
✨Showcase Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples from your past experiences where you successfully managed multiple tasks or diaries. Be ready to discuss how you prioritised competing demands and maintained accuracy under pressure.
✨Practice Your Communication Skills
As a first point of contact, excellent communication is crucial. Practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to get comfortable with speaking about your experiences and answering common interview questions.
✨Demonstrate Your Client-Focused Attitude
The role emphasises a client-focused approach, so think of specific instances where you went above and beyond for clients or colleagues. Highlight your proactive attitude and how you handle sensitive information discreetly, as this will resonate well with the interviewers.
