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For Companies At a Glance
- Tasks: Support our team with admin tasks, client queries, and documentation.
- Company: Join a reputable financial advisory firm known for excellent service.
- Benefits: Enjoy private medical insurance, 28 days holiday, and flexible remote work.
- Why this job: Be part of a supportive team that values your contributions and growth.
- Qualifications: Experience in admin roles, strong communication skills, and attention to detail required.
- Other info: Refer a friend and earn £200 if they secure a job with us!
The predicted salary is between 22400 - 25600 £ per year.
Location
Birmingham
Salary £26000 – £30000 TypePermanent WorkplaceOn-Site Ref89563
Recruiter Managing This Role
IFA Administrator Cofton Hackett Up to £30,000
Are you a motivated and detail-oriented individual with a passion for the financial services industry? We are currently seeking a skilled IFA Administrator to join the Client Review Team at a fantastic wealth management firm in Birmingham. This is a fantastic opportunity for someone in financial administration who is eager to take ownership of the client review process and progress in their career within a dynamic and growing organisation
Role Responsibilities:
Benefits:
Dont miss this chance to make a significant impact and grow your career as an IFA Administrator!
Whats next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management
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 financial services industry, especially the role of an IFA Administrator. Understanding the key responsibilities and regulatory requirements will help you speak confidently about your knowledge during any discussions.
✨Tip Number 2
Network with professionals in the financial advisory sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities within their firms.
✨Tip Number 3
Prepare to discuss your organisational skills and attention to detail. Think of specific examples from your past experiences where you successfully managed multiple tasks or ensured compliance with regulations.
✨Tip Number 4
Showcase your communication skills by being clear and concise in all interactions. Whether it's a phone call or a video chat, practice articulating your thoughts effectively to demonstrate your ability to handle client queries.
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 in administrative roles, especially within the financial services industry. Emphasise your organisational skills and attention to detail, as these are crucial for the IFA Administrator position.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the key duties and responsibilities mentioned in the job description. Explain how your previous experiences align with the role and demonstrate your excellent communication skills.
Highlight Relevant Skills: In your application, clearly outline your proficiency in back-office systems and your ability to work both independently and as part of a team. These skills are essential for the role and should be prominently featured.
Proofread Your Application: Before submitting your application, take the time to proofread it for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is vital for an IFA Administrator.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Organisational Skills
As an IFA Administrator, strong organisational skills are crucial. Be prepared to discuss specific examples from your previous roles where you successfully managed multiple tasks or projects, demonstrating your attention to detail and ability to prioritise effectively.
✨Communicate Clearly
Excellent communication is key in this role. During the interview, practice articulating your thoughts clearly and concisely. You might be asked to explain how you would handle client queries, so think of scenarios where you've effectively communicated with clients or colleagues.
✨Familiarise Yourself with Regulatory Requirements
Understanding compliance and regulatory requirements is essential for an IFA Administrator. Brush up on relevant regulations in the financial services industry and be ready to discuss how you ensure compliance in your work.
✨Demonstrate Team Collaboration
This role requires collaboration with various stakeholders. Prepare to share examples of how you've worked as part of a team in the past, highlighting your ability to collaborate with advisers, clients, and third parties to achieve common goals.
