IFA Administrator (Stoke on Trent)

IFA Administrator (Stoke on Trent)

West Bromwich Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support Financial Advisers with administrative tasks and enhance client experiences.
  • Company: Join a well-established financial planning firm known for its excellent client service.
  • Benefits: Enjoy a supportive work environment with opportunities for growth and development.
  • Why this job: Be part of a team that values organisation and proactive service, making a real impact.
  • Qualifications: Looking for organised individuals with strong communication skills and a passion for client service.
  • Other info: This role is based in Stoke on Trent, perfect for local talent.

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.

A variety of soft skills and experience may be required for the following role. Please ensure you check the overview below carefully.

Key Responsibilities:
  • Provide administrative support to Financial Advisers across all aspects of the client journey.

IFA Administrator (Stoke on Trent) employer: Fram Executive Search Limited

Join a well-established financial planning firm in Stoke on Trent, where your organisational skills will be valued and your passion for client service will thrive. With a supportive work culture that prioritises employee growth and development, you will have access to ongoing training opportunities and a collaborative environment that fosters teamwork. Enjoy the unique advantage of working in a vibrant community, where your contributions directly impact clients' financial journeys.
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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 planning sector. Attend local events or join online forums to connect with current IFA Administrators or Financial Advisers. This can provide valuable insights and potentially lead to referrals.

✨Tip Number 3

Showcase your organisational skills through practical examples. Be ready to discuss how you've managed multiple tasks or projects simultaneously, as this is crucial for supporting Financial Advisers effectively.

✨Tip Number 4

Prepare to discuss your approach to client service. Think of specific instances where you've gone above and beyond to assist clients, as this will highlight your commitment to delivering a seamless client experience.

We think you need these skills to ace IFA Administrator (Stoke on Trent)

Organisational Skills
Proactive Attitude
Client Service Orientation
Attention to Detail
Communication Skills
Time Management
Problem-Solving Skills
Team Collaboration
Financial Services Knowledge
Data Entry Accuracy
Confidentiality and Discretion
Adaptability
IT Proficiency
Customer Relationship Management (CRM) Software Experience

Some tips for your application 🫡

Understand the Role: Read the job description thoroughly to understand the key responsibilities and required skills for the IFA Administrator position. Tailor your application to highlight how your experience aligns with these requirements.

Highlight Relevant Experience: In your CV and cover letter, emphasise any previous administrative roles or client service experience you have. Use specific examples to demonstrate your organisational skills and ability to support financial advisers.

Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your passion for delivering excellent client service. Mention why you are interested in working for this financial planning firm and how you can contribute to their success.

Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for an administrative role.

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. This will demonstrate your ability to handle the demands of the role.

✨Emphasise Client Service Experience

Since the role focuses on delivering excellent client service, be ready to discuss how you've gone above and beyond for clients in previous positions. Highlight specific instances where your proactive approach made a difference.

✨Familiarise Yourself with Financial Terminology

Brush up on relevant financial terms and concepts that may come up during the interview. This shows your commitment to the industry and helps you communicate effectively with the Advisers you'll be supporting.

✨Prepare Questions for the Interviewers

Having thoughtful questions prepared not only shows your interest in the role but also gives you insight into the company culture and expectations. Ask about their approach to client service or how they support their Administrators in their roles.

IFA Administrator (Stoke on Trent)
Fram Executive Search Limited
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