Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client information and ensure timely updates for meetings.
- Company: Join a dynamic financial advisory firm focused on client success.
- Benefits: Enjoy flexible working options and a supportive team environment.
- Why this job: Gain valuable experience in finance while making a real impact on clients' lives.
- Qualifications: Relevant experience in financial services and strong communication skills required.
- Other info: Ideal for those looking to kickstart their career in finance.
The predicted salary is between 36000 - 60000 £ per year.
- Ensuring all client and plan information is up to date on IO.
- Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received.
- Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans.
- Adding details of any missing policy information to IO as required.
- Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value.
Requirements
- Relevant experience supporting an Adviser.
- Previous regulatory or financial industry experience.
- Good written and oral communication skills.
#J-18808-Ljbffr
IFA Administrator employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the IO platform and its functionalities. Understanding how to navigate and update client information efficiently will give you a significant advantage during the interview process.
✨Tip Number 2
Brush up on your knowledge of financial regulations and compliance standards. Being able to discuss these topics confidently will demonstrate your relevant experience and commitment to the industry.
✨Tip Number 3
Practice your communication skills, both written and verbal. Since the role requires regular interaction with clients and providers, showcasing your ability to convey information clearly will be crucial.
✨Tip Number 4
Network with professionals in the financial services sector. Engaging with others in the industry can provide insights into the role and may even lead to referrals or recommendations for your application.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience that aligns with the responsibilities of an IFA Administrator. Emphasise any previous roles where you supported an adviser or worked in the financial industry.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the job description. Mention your good written and oral communication skills, and provide examples of how you've ensured client information is accurate and up to date in past roles.
Showcase Your Attention to Detail: In your application, include specific examples that demonstrate your attention to detail, especially in validating funds and managing transaction histories. This will show that you can handle the responsibilities of the role effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A well-presented application reflects your professionalism and attention to detail, which are crucial for this position.
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you understand the role of an IFA Administrator and the specific tasks involved, such as updating client information and managing transactions. Familiarise yourself with the tools and platforms mentioned in the job description, like IO.
✨Demonstrate Communication Skills
Since good written and oral communication skills are essential, prepare to showcase your ability to communicate effectively. Think of examples where you've successfully communicated complex information to clients or colleagues.
✨Showcase Relevant Experience
Be ready to discuss your previous experience supporting an Adviser or working in the financial industry. Highlight specific instances where you’ve handled client information or worked with regulatory requirements.
✨Prepare Questions
Have a few thoughtful questions prepared about the company and the role. This shows your interest and helps you determine if the company is the right fit for you. Ask about their processes for ensuring accurate plan values or how they handle client communications.
