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For Companies At a Glance
- Tasks: Support Financial Advisers with admin tasks and client documentation.
- Company: Join a respected Financial Planning firm in Cheshire.
- Benefits: Enjoy a competitive salary and benefits package.
- Why this job: Be part of a growing team that values attention to detail and communication.
- Qualifications: Experience in financial planning admin and knowledge of pensions and investments required.
- Other info: Familiarity with Intelligent Office is a plus.
The predicted salary is between 21500 - 30000 £ per year.
Location
CHESTER
Salary £25000 – £30000 TypePermanent WorkplaceOn-Site Ref88437
Recruiter Managing This Role
IFA Administrator
Location: Cheshire
Salary: Up to £30,000 (dependent on experience) + Benefits
We are currently working with a well-established and respected Financial Planning firm who are looking to add an experienced IFA Administrator to their growing team.
Key Responsibilities:
Providing administrative support to Financial Advisers and Paraplanners
Processing new business applications and tracking to completion
Preparing client review packs and maintaining client records
Liaising with clients and providers to obtain relevant policy information
Ensuring all compliance requirements are met and recorded accurately
Updating the CRM system and managing client documentation
What Were Looking For:
Previous experience in a similar IFA/financial planning admin role
Strong knowledge of pensions, investments, and protection products
Excellent attention to detail and organisational skills
Confident communicator with a professional approach
Experience using platforms such as Intelligent Office (desirable)
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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 specific financial products mentioned in the job description, such as pensions and investments. This knowledge will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work as IFA Administrators. Engaging with them can provide you with insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
If you have experience with CRM systems, particularly Intelligent Office, be prepared to discuss this in detail. Highlighting your proficiency with relevant software can set you apart from other candidates.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle common administrative tasks in a financial setting. Being able to articulate your process for managing client records or ensuring compliance will showcase your organisational skills.
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 financial planning or IFA administration. Emphasise your knowledge of pensions, investments, and protection products, as well as any specific software you have used, like Intelligent Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your previous experience aligns with the key responsibilities listed in the job description, such as providing administrative support and processing new business applications.
Highlight Attention to Detail: In your application, provide examples of how you've demonstrated excellent attention to detail and organisational skills in past roles. This is crucial for ensuring compliance requirements are met and client records are maintained accurately.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects professionalism and attention to detail, which are essential for this role.
How to prepare for a job interview at Heat Recruitment
✨Know Your Financial Products
Make sure you brush up on your knowledge of pensions, investments, and protection products. Being able to discuss these confidently will show that you understand the industry and can support Financial Advisers effectively.
✨Demonstrate Attention to Detail
Since this role requires excellent attention to detail, prepare examples from your past experience where your meticulousness made a difference. This could be in processing applications or maintaining client records.
✨Familiarise Yourself with CRM Systems
If you have experience with Intelligent Office or similar platforms, be ready to discuss it. If not, do some research on how these systems work and be prepared to explain how you would adapt to using them.
✨Prepare for Client Interaction Scenarios
As you'll be liaising with clients and providers, think of scenarios where you've successfully communicated complex information. Practising how you would handle different client situations can help you feel more confident during the interview.
