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- Tasks: Support financial advisers by managing client records and ensuring smooth operations.
- Company: A growing chartered financial planning business in Chorley.
- Benefits: Competitive salary, 28 days holiday, early finish Fridays, and staff bonuses.
- Other info: Friendly workplace with opportunities for personal and professional growth.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Experience in administration and strong communication skills.
The predicted salary is between 25000 - 30000 £ per year.
My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.
Responsibilities include:
- Ensuring all business is recorded on relevant databases and stored/scanned to systems in line with the company standards.
- Managing the pipeline - ensuring all business is recorded and chased through to completion, liaising with both Advisers, providers, GPs and Medical companies, and recording notes for audit purposes.
- Assisting the business as and when required in various tasks upon request, including meeting and greeting clients, answering and dealing with incoming enquiries.
Benefits include:
- Competitive salary
- ~28 days holidays (plus Bank holidays)
- ~1 hour early finish Fridays along with Friday dress down
- ~Work Place Pension
- ~Staff spot bonus (monthly nominations)
- ~Employee Assistance Programme
Administrator - Independent Financial Adviser (Ifa) in Chorley employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - Independent Financial Adviser (Ifa) in Chorley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry. 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!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they’re a chartered financial planning business. Be ready to discuss how your skills align with their needs, particularly in managing databases and liaising with clients.
✨Tip Number 3
Show off your organisational skills! During interviews, highlight your experience with recording and managing data. Talk about how you’ve successfully chased projects through to completion in previous roles.
✨Tip Number 4
Don’t forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Administrator - Independent Financial Adviser (Ifa) in Chorley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience with data management and client interactions, as these are key for us. Use specific examples that showcase your skills in recording and processing information.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you’re passionate about financial planning and how your previous roles have prepared you for this position. Keep it concise but engaging, and don’t forget to mention your enthusiasm for joining our team.
Showcase Your Attention to Detail: As an IFA Administrator, attention to detail is crucial. In your application, emphasise your ability to manage data accurately and efficiently. Mention any systems or processes you’ve used to ensure compliance and organisation in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy to do!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you understand the role of an IFA Administrator inside out. Familiarise yourself with the key responsibilities mentioned in the job description, like managing databases and liaising with advisers and providers. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
Since the role involves recording and chasing business through to completion, be ready to discuss your organisational strategies. Prepare examples from your past experiences where you successfully managed multiple tasks or projects, highlighting how you kept everything on track and met deadlines.
✨Client Interaction is Key
You'll be meeting and greeting clients, so it's essential to demonstrate your interpersonal skills. Think of a time when you provided excellent customer service or handled a difficult situation with a client. This will show that you can represent the firm well and maintain positive relationships.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company culture, team dynamics, or specific tools they use for data management. This not only shows your interest but also helps you gauge if the company is the right fit for you.