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- Tasks: Support Financial Advisors with admin tasks and client documentation.
- Company: Join a modern, award-winning IFA in Southampton with a supportive culture.
- Benefits: Enjoy flexible working, exam support, bonuses, and enhanced holiday allowance.
- Why this job: Great opportunity for growth into a Junior Paraplanner role with a focus on career development.
- Qualifications: Ideal for those with 0-2 years in Financial Services or keen graduates.
- Other info: Refer a friend and earn £200 if they secure a job through us!
The predicted salary is between 22600 - 23400 £ per year.
Location: Southampton
Salary: £26000 to £28000
Key Benefits:
- Work-Life Balance: Flexibility for one day working from home from the get-go, increasing to 3 days post probation
- Progression pathway: Pathway to Junior Paraplanner upon the completion of the Level 4 Diploma is encouraged
- Exam Support: Structured training plan in place and support for professional exams
- Employee Benefits: Discretionary annual bonus scheme from day one, annual pay reviews, private medical insurance, enhanced holiday allowance
- Company Culture: They pride themselves on providing a unique and supportive culture, with a track record of promoting internal growth and career development
We are currently seeking dynamic and motivated individuals to join a modern and award-winning, established IFA in London as an IFA Administrator. The successful candidates will play a crucial role in supporting multiple Financial Advisors and contributing to the overall success of the organisation. We are open to considering candidates with or without industry experience, with a strong emphasis on attitude and tech-savviness.
IFA Administrator key responsibilities:
- Provide administrative support to Independent Financial Advisors in day-to-day operations.
- Utilise back office systems and workflows
- Assist in the preparation and processing of client documentation and financial transactions.
- Processing of new business
- Maintain accurate and up-to-date client records using our internal systems.
- Liaise with clients, both in person and over the phone, providing excellent customer service.
IFA Administrator role requirements:
- Exposure to Financial Services (0-2 years) would be ideal, such as in IFA Administration, Investments or Pensions
- Also can consider post-graduates or people with a keenness to get into the industry
- Knowledge of using a CRM
- Proactivity and drive to forge a successful career within Financial Planning
What's next? Apply today to be considered for this IFA Administrator 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. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
IFA Administrator in Southampton employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Southampton
✨Tip Number 1
Familiarise yourself with the financial services industry, especially focusing on IFA administration. Understanding the basics of investments and pensions will give you a solid foundation to discuss during interviews.
✨Tip Number 2
Showcase your tech-savviness by highlighting any experience with CRM systems or back office software. If you don’t have direct experience, consider taking a short online course to boost your knowledge.
✨Tip Number 3
Prepare to demonstrate your proactive attitude. Think of examples from your past experiences where you took initiative or solved problems independently, as this is highly valued in the role.
✨Tip Number 4
Network with professionals in the financial services sector. Attend local events or join online forums to connect with others in the industry, which can provide valuable insights and potentially lead to referrals.
We think you need these skills to ace IFA Administrator in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially any exposure to financial services or administrative roles. Emphasise skills like tech-savviness and customer service, which are crucial for the IFA Administrator position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your motivation to work in financial planning and how your attitude aligns with their supportive culture.
Highlight Relevant Skills: In your application, focus on skills that match the job description, such as proficiency in CRM systems, attention to detail, and the ability to manage client relationships effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail.
How to prepare for a job interview at Heat Recruitment
✨Show Your Enthusiasm for Financial Services
Even if you don't have extensive experience, demonstrating a genuine interest in the financial services industry can set you apart. Research the company and be ready to discuss why you're excited about the role of an IFA Administrator.
✨Highlight Your Tech Savviness
Since the role requires using back office systems and CRM software, be prepared to talk about your experience with technology. If you've used similar systems before, share specific examples of how you adapted quickly or improved processes.
✨Prepare for Customer Service Scenarios
As you'll be liaising with clients, think of examples where you've provided excellent customer service. Be ready to discuss how you handled difficult situations or went above and beyond to meet client needs.
✨Ask Insightful Questions
At the end of the interview, asking thoughtful questions can show your interest in the role and the company culture. Consider asking about the progression pathway to Junior Paraplanner or how the team collaborates to support Financial Advisors.
