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For Companies At a Glance
- Tasks: Build and maintain client relationships while supporting financial planners in delivering tailored solutions.
- Company: Established financial planning firm in North West Dorset with a focus on personalised services.
- Benefits: Hybrid working model after training, competitive salary, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in IFA administration or financial planning, strong communication skills, and attention to detail.
- Other info: Collaborative environment with a focus on exceptional client experiences.
The predicted salary is between 36000 - 60000 £ per year.
IFA Administrator – Fram Search Join to apply for the IFA Administrator roleIPHER at Fram SearchLocationEdinburgh, Scotland, United Kingdom
Base Pay RangeDirect message the job poster from Fram Search.
Responsibilities
Prepare research, cashflow modelling and technical calculations.
Produce suitability documents and client review packs.
Process new business, fund switches and withdrawals.
আন্দোলিত maintain accurate client records and liaise with toca product providers.
Regular interaction with clients, ongoing investment and regulatory discussions.
Qualifications
Strong knowledge of pensions, investments, protection products and trusts.
Confidence using advisor platforms and provider systems.
Organised, attentive to detail and comfortable working within structured processes.
At least a few years of experience in a financial advice setting.
Progress towards Level 4 helpful but not essential.
Seniority LevelAssociate
Employment TypeFull-time
Job Function & IndustryAnalyst, Finance, and Customer Service; Investment Management and Financial Services.
Additional InformationReferrals increase your chances of interviewing at Fram Search by 2x.
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IFA Administrator employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that IFA administrator role.
✨Tip Number 2
Prepare for those interviews by practising common questions related to client management and financial products. We suggest role-playing with a friend or even in front of the mirror. The more comfortable you are, the better you’ll shine when it’s time to impress!
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work or case studies that highlight your attention to detail and problem-solving abilities. We want to see how you’ve made a difference in past roles, so don’t hold back!
✨Tip Number 4
Finally, 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 connect directly with us. Let’s get you that IFA administrator position!
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the IFA administrator role. Highlight your background in financial planning and any relevant CRM systems you've used. We want to see how you can bring value to our team!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about helping clients make smart financial decisions. Share specific examples of how you've built client relationships in the past, as this is key for us.
Showcase Your Attention to Detail: In the financial world, accuracy is everything. Make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their documents are polished and professional.
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 Fram Search
✨Know Your Financial Stuff
Brush up on your knowledge of financial products and services. Be ready to discuss how they apply to real-life scenarios, as this will show your understanding and ability to provide tailored solutions for clients.
✨Showcase Your Client-First Mentality
Prepare examples that highlight your experience in managing client relationships. Think about times when you went above and beyond to ensure a great client experience, as this will resonate well with the interviewers.
✨Be Organised and Detail-Oriented
Demonstrate your organisational skills by discussing how you manage multiple tasks and priorities. Bring up specific tools or methods you use to keep track of client documentation and ensure compliance with regulations.
✨Communicate Clearly
Practice explaining complex financial concepts in simple terms. During the interview, focus on clear and concise communication, as this will reflect your ability to connect with clients and colleagues alike.
