IFA Administrator — Own Your Role & Drive Client Service in Gerrards Cross
IFA Administrator — Own Your Role & Drive Client Service

IFA Administrator — Own Your Role & Drive Client Service in Gerrards Cross

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

  • Tasks: Support advisers and manage client documentation in a dynamic environment.
  • Company: Reputable recruitment agency with a focus on client service.
  • Benefits: Competitive salary, generous holidays, and career progression opportunities.
  • Why this job: Own your role and drive exceptional client service while growing your career.
  • Qualifications: Over 2 years of experience in an IFA firm and proficiency in Microsoft Office and Intelliflo.
  • Other info: Join a supportive team dedicated to your professional growth.

The predicted salary is between 28800 - 43200 £ per year.

A reputable recruitment agency is looking for an IFA Administrator in Gerrards Cross to support advisers and handle client documentation. Ideal candidates should have over 2 years of experience in an IFA firm and be proficient in Microsoft Office and Intelliflo.

This role includes managing administrative tasks, ensuring compliance, and maintaining high levels of client service.

A competitive salary and generous holidays are offered along with career progression opportunities within a supportive team environment.

IFA Administrator — Own Your Role & Drive Client Service in Gerrards Cross employer: GET STAFFED ONLINE RECRUITMENT LIMITED

Join a reputable recruitment agency in Gerrards Cross as an IFA Administrator, where you will thrive in a supportive team environment that values your contributions. With competitive salaries, generous holiday allowances, and clear pathways for career progression, this role offers not just a job, but a meaningful career in client service excellence. Embrace the opportunity to grow professionally while making a significant impact in the financial advisory sector.
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Contact Detail:

GET STAFFED ONLINE RECRUITMENT LIMITED Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land IFA Administrator — Own Your Role & Drive Client Service in Gerrards Cross

Tip Number 1

Network like a pro! Reach out to your connections in the finance industry, especially those who work in IFA firms. A friendly chat can lead to insider info about job openings that might not even be advertised.

Tip Number 2

Show off your skills! When you get the chance to meet potential employers, whether at a networking event or an interview, make sure to highlight your experience with Microsoft Office and Intelliflo. We want them to see how you can hit the ground running!

Tip Number 3

Prepare for the unexpected! Interviews can throw curveballs, so practice answering common questions about compliance and client service. We recommend role-playing with a friend to build your confidence and refine your responses.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate candidates who are ready to own their role and drive client service.

We think you need these skills to ace IFA Administrator — Own Your Role & Drive Client Service in Gerrards Cross

Client Documentation Management
Microsoft Office Proficiency
Intelliflo Proficiency
Administrative Skills
Compliance Knowledge
Client Service Skills
Experience in IFA Firm
Attention to Detail
Organisational Skills
Teamwork
Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in an IFA firm and showcases your proficiency in Microsoft Office and Intelliflo. We want to see how your skills align with the role, so don’t hold back on those relevant details!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client service and how you can contribute to our supportive team environment. Keep it engaging and personal – we love to see your personality!

Showcase Your Compliance Knowledge: Since this role involves ensuring compliance, make sure to mention any relevant experience or training you have in this area. We appreciate candidates who understand the importance of compliance in maintaining high levels of client service.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on this opportunity!

How to prepare for a job interview at GET STAFFED ONLINE RECRUITMENT LIMITED

Know Your Stuff

Make sure you brush up on your knowledge of IFA processes and client documentation. Familiarise yourself with the specific tools mentioned in the job description, like Microsoft Office and Intelliflo, so you can confidently discuss how you've used them in your previous roles.

Showcase Your Experience

With over 2 years of experience in an IFA firm being a requirement, be ready to share specific examples of how you've supported advisers and managed administrative tasks. Highlight any instances where you ensured compliance or improved client service, as this will demonstrate your fit for the role.

Ask Insightful Questions

Prepare some thoughtful questions about the company culture and team dynamics. This shows that you're genuinely interested in the role and helps you assess if it's the right fit for you. For instance, ask about how the team collaborates to maintain high levels of client service.

Dress the Part

Even though it’s a supportive team environment, first impressions matter! Dress smartly to convey professionalism and respect for the interview process. A polished appearance can help set the tone for a positive conversation.

IFA Administrator — Own Your Role & Drive Client Service in Gerrards Cross
GET STAFFED ONLINE RECRUITMENT LIMITED
Location: Gerrards Cross
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