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For Companies At a Glance
- Tasks: Support Financial Advisers and enhance client experiences through administrative tasks.
- Company: Join a well-established financial planning firm known for excellent client service.
- Benefits: Enjoy a supportive team environment with opportunities for career growth.
- Why this job: Make a real impact in financial services while developing your skills in a dynamic setting.
- Qualifications: Previous admin experience in finance is preferred; strong communication and organisational skills are essential.
- Other info: Ideal for proactive individuals eager to learn and thrive in a fast-paced environment.
The predicted salary is between 28800 - 43200 £ per year.
Are you an organised and proactive individual with a passion for delivering excellent client service? We are working with a well-established financial planning firm that is looking for a reliable IFA Administrator to support their Advisers and help deliver a seamless client experience.
Key Responsibilities:
- Provide administrative support to Financial Advisers across all aspects of the client journey
- Manage client communications with a professional and friendly approach
- Maintain accurate records, ensuring all documentation is up-to-date and compliant
- Assist with day-to-day operational tasks to support the smooth running of the business
- Collaborate with the wider team to enhance client experience and overall efficiency
What We’re Looking For:
- Previous experience in an IFA or financial services admin role preferred
- Strong attention to detail and organisational skills
- Excellent written and verbal communication skills
- A team player with a positive attitude and willingness to learn
- Ability to work efficiently in a fast-paced environment while maintaining high standards
This is a great opportunity to join a supportive, professional team with a focus on quality service and long-term client relationships. If you’re looking to build your career in financial services and want to make a real impact, we’d love to hear from you.
Contact Detail:
Fram Executive Search Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator (Stoke on Trent)
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of an IFA Administrator. Understanding the key responsibilities and challenges faced by Financial Advisers will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with current IFA Administrators. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects in previous roles. Be ready to discuss these experiences in detail during your interview to highlight your suitability for the fast-paced environment.
✨Tip Number 4
Research the specific financial planning firm you're applying to. Understand their values, client base, and any recent news. Tailoring your conversation to align with their mission can set you apart from other candidates.
We think you need these skills to ace IFA Administrator (Stoke on Trent)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services or administrative roles. Emphasise your organisational skills and any previous work that involved client communication.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your proactive approach. Mention specific examples of how you've supported teams or improved processes in past roles.
Highlight Key Skills: In your application, clearly outline your attention to detail, communication skills, and ability to work in a fast-paced environment. Use bullet points for clarity and impact.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail.
How to prepare for a job interview at Fram Executive Search Limited
✨Showcase Your Organisational Skills
As an IFA Administrator, being organised is key. Prepare examples from your past experiences where you successfully managed multiple tasks or projects simultaneously. This will demonstrate your ability to handle the demands of the role.
✨Communicate Clearly and Professionally
Since the role involves client communications, practice articulating your thoughts clearly. Use professional language and maintain a friendly tone during the interview to reflect how you would interact with clients.
✨Highlight Your Attention to Detail
Attention to detail is crucial in financial services. Be ready to discuss specific instances where your meticulous nature helped avoid errors or improved processes. This will show that you understand the importance of accuracy in this role.
✨Demonstrate Team Collaboration
The job requires working closely with a team. Share examples of how you've successfully collaborated with others in previous roles. Emphasise your positive attitude and willingness to learn from your colleagues to enhance the overall client experience.
