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For Companies At a Glance
- Tasks: Support Financial Planners and deliver top-notch client service in a dynamic environment.
- Company: Reputable wealth management firm experiencing exciting growth in Guildford.
- Benefits: Enjoy 25 days holiday, onsite parking, and a pension scheme.
- Why this job: Join a stable team and take your career to the next level in financial services.
- Qualifications: Experience in a similar role and strong communication skills are essential.
- Other info: Great opportunity for career progression in a supportive workplace.
The predicted salary is between 28000 - 34000 £ per year.
This established, wealth management firm based in Guildford are seeking an IFA Administrator to join their team. You will be joining a very reputable organisation that is experiencing great growth and has a very stable workforce. Furthermore, this position is well suited to someone who is currently working in a similar role but is now looking for more progression. A brilliant opportunity for someone seeking their next challenge within financial services.
Job Type: Permanent, full time
Location: Guildford, Surrey
Salary: £28,000 - £34,000 per annum
Benefits:
- 25 days holiday plus bank holidays
- 35 hour working week
- Car parking onsite
- Pension scheme
About The Role:
In this role you will be required to communicate at all levels and will be working with several partners. Your key responsibilities will be:
- Working closely with Financial Planners & Paraplanners to deliver excellent client service.
- A point of contact for clients on behalf of the Financial Planners, being able to communicate effectively, clearly and pro-actively.
- Maintaining back-office systems and client records.
- Processing all business in line with processes and procedures, collating AML documentation as required.
- Prepare documentation, valuations, and reports for client meetings.
- Process account applications, transfers, and new business submissions and service existing business which could include policy changes, fund switches and withdrawals.
- Liaise with product providers and third parties to obtain information and manage client requests.
- Handle incoming and outgoing post, manage emails and respond to client queries.
The successful IFA Administrator will have:
- Previous experience in a similar position
- Experience using industry related tools
- Strong IT skills
- Good communication skills
IFA Administrator employer: Howett Thorpe
Contact Detail:
Howett Thorpe Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their services and think about how your experience aligns with their needs. This will help you stand out as a candidate who’s genuinely interested in joining their team.
✨Tip Number 3
Practice your communication skills! As an IFA Administrator, you'll need to communicate effectively with clients and colleagues. Role-play common interview questions with a friend to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your relevant experience and skills that match the job description, especially your communication skills and familiarity with back-office systems.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your previous experience in similar positions and how you can contribute to the team’s success.
Showcase Your IT Skills: Since strong IT skills are essential for this role, don’t forget to mention any industry-related tools you’ve used. Be specific about your proficiency and how it can benefit the firm.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Howett Thorpe
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific responsibilities of an IFA Administrator. Familiarise yourself with common industry tools and processes, as well as any recent changes in regulations that might affect the role.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and partners, practice articulating your thoughts clearly and confidently. Prepare examples of how you've effectively communicated in previous roles, especially in challenging situations.
✨Demonstrate Your Organisational Skills
As an IFA Administrator, you'll need to manage multiple tasks efficiently. Be ready to discuss how you prioritise your workload and maintain accurate records. Consider sharing a specific instance where your organisational skills made a difference.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s growth, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
