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- Tasks: Support the paraplanning team with admin tasks and client communications.
- Company: Dynamic financial services firm in St Albans.
- Benefits: Full-time role with opportunities for growth and skill development.
- Why this job: Join a supportive team and make a difference in client service.
- Qualifications: Strong attention to detail and excellent communication skills required.
- Other info: Perfect for those looking to kickstart their career in finance.
The predicted salary is between 30000 - 42000 £ per year.
As an IFA Administrator, you will support the entire paraplanning team to ensure efficient, accurate, and timely delivery of administrative tasks. Core responsibilities will include:
- Document Preparation: Creating cover letters, one-pagers, and other client-facing documents, including supporting documentation for review meetings.
- Diary Management: Assisting with arranging initial and annual review meetings.
- Letters of Authority (LoA): Processing LoAs by adding them to iO, requesting policy information from providers, chasing outstanding responses, and ensuring all documentation is filed accurately.
- Client Communications: Preparing and sending monthly valuation reports and statements to clients in a timely and professional manner.
- Compliance Management: Ensuring all compliance-related documents are up to date and correctly stored in iO.
- Client and Provider Liaison: Answering phone calls, responding to queries, and communicating with clients and providers via phone, email, or post as needed.
- Data Management: Updating iO with new fact-find information and ensuring all client data is accurate and up to date.
- Provider Follow-ups: Proactively chasing providers for outstanding information or documents.
- Document Filing: Ensuring all paperwork is scanned, appropriately categorised, and subcategorised within our systems.
- Processing Tasks via ticketing System: Efficiently managing and tracking tasks through a ticketing system, ensuring timely resolution and clear communication with teams to meet deadlines and maintain workflow.
- General Administration: Carrying out a variety of client-facing and back-office administrative duties as required.
Key Skills and Attributes:
- Strong attention to detail and high levels of accuracy
- Excellent organisational and time management skills
- Clear and confident communication, both written and verbal
- Proficiency with financial planning software (e.g., iO) and Microsoft Office
- Ability to work proactively and collaboratively within a team
- A client-focused mindset with a commitment to delivering outstanding service
Administrative Assistant in Saint Albans employer: fs talent
Contact Detail:
fs talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrative Assistant in Saint Albans
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the lookout for an Administrative Assistant role. You never know who might have the inside scoop on a job opening!
✨Tip Number 2
Practice makes perfect! Before any interview, do a mock session with a friend or family member. Focus on common questions related to administrative tasks and client communications. This will help you feel more confident and articulate during the real deal.
✨Tip Number 3
Show off your skills! When you get the chance, bring examples of your previous work, like documents you've prepared or reports you've managed. This gives potential employers a taste of what you can do and how you handle tasks like diary management and compliance.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications come directly from candidates who are genuinely interested in joining our team. Plus, it shows you're proactive and keen to be part of our awesome community!
We think you need these skills to ace Administrative Assistant in Saint Albans
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Administrative Assistant role. Highlight your relevant experience in document preparation, diary management, and client communications to show us you’re the perfect fit!
Show Off Your Skills: Don’t forget to showcase your attention to detail and organisational skills. We love candidates who can demonstrate their proficiency with financial planning software and Microsoft Office, so include any specific examples that highlight these abilities.
Be Professional Yet Personable: When writing your application, strike a balance between professionalism and a friendly tone. We appreciate clear and confident communication, so let your personality shine through while keeping it 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 don’t miss out on any important updates during the process!
How to prepare for a job interview at fs talent
✨Know Your Documents
Before the interview, make sure you’re familiar with the types of documents you’ll be preparing as an IFA Administrator. Brush up on creating cover letters and one-pagers, and be ready to discuss how you would ensure accuracy and professionalism in client-facing documents.
✨Show Off Your Organisational Skills
Since this role requires excellent organisational skills, come prepared with examples of how you've managed diaries or schedules in the past. You might even want to mention any tools or software you’ve used to keep things running smoothly.
✨Communicate Clearly
Practice your communication skills before the interview. Be ready to demonstrate how you would handle client communications, whether it’s sending valuation reports or responding to queries. Clear and confident communication is key!
✨Familiarise Yourself with Compliance
Understanding compliance management is crucial for this role. Do some research on what compliance-related documents are typically required in financial services and be prepared to discuss how you would ensure they are up to date and correctly stored.
