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For Companies At a Glance
- Tasks: Support financial planning with admin tasks and client communication.
- Company: Join a leading IFA practice in Stirling focused on client-first service.
- Benefits: Enjoy a £28,500 salary, hybrid work, and a 9-day fortnight.
- Why this job: Be part of a supportive team with career growth opportunities in a diverse environment.
- Qualifications: Previous experience in financial services administration is essential.
- Other info: IDEX values diversity and inclusion, fostering an authentic workplace culture.
The predicted salary is between 22800 - 34200 £ per year.
Job Description
Idex Consulting is working with a leading IFA practice in Stirling to recruit an experienced Financial Administrator.Responsibilities:
- Provide administrative support across all areas of financial planning
- Use Intelligent Office (IO) and various provider platforms
- Obtain quotes, illustrations, product details, and required paperwork
- Prepare client valuations and annual review packs
- Process new business applications accurately and efficiently
- Liaise directly with providers and respond to client queries
- Maintain and update client records in line with compliance standards
Experience:
- Previous experience in a Financial Services administration role is essential
- Confident working with platforms and financial planning systems (IO preferred)
- Strong attention to detail and excellent organisational skills
- Professional communication skills with a client-first approach
Benefits Include:
- Salary: £28,500
- 9-day fortnight (every other Friday off)
- Hybrid working – 1 day from home after 6 months
- Supportive team environment and opportunities for career development
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Financial Administrator employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator
✨Tip Number 1
Familiarise yourself with Intelligent Office (IO) and other financial planning systems. Since the role requires experience with these platforms, demonstrating your knowledge during the interview can set you apart from other candidates.
✨Tip Number 2
Brush up on your organisational skills by practising how to manage multiple tasks efficiently. You might be asked about your approach to handling various administrative duties, so having a clear strategy will impress the interviewers.
✨Tip Number 3
Prepare for questions around client communication. Since the job emphasises a client-first approach, think of examples where you've successfully resolved client queries or improved client satisfaction in previous roles.
✨Tip Number 4
Research the company culture at IDEX Consulting. Understanding their commitment to diversity, equity, and inclusion can help you align your values with theirs, making you a more attractive candidate.
We think you need these skills to ace Financial Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Financial Administrator. Familiarise yourself with the key tasks mentioned in the job description, such as using Intelligent Office and processing new business applications.
Tailor Your CV: Customise your CV to highlight relevant experience in financial services administration. Emphasise your familiarity with financial planning systems and any specific achievements that demonstrate your attention to detail and organisational skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your professional communication skills and client-first approach. Mention your previous experience and how it aligns with the requirements of the role at IDEX Consulting.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is accurate and presented clearly to make a strong impression.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Financial Platforms
Familiarise yourself with Intelligent Office and other financial planning systems. Be prepared to discuss your experience with these platforms, as they are crucial for the role.
✨Demonstrate Attention to Detail
Highlight your organisational skills and attention to detail during the interview. Provide examples of how you've successfully managed client records and compliance standards in previous roles.
✨Prepare for Client Interaction Scenarios
Since the role involves liaising with clients and providers, think of scenarios where you effectively handled client queries. This will showcase your professional communication skills and client-first approach.
✨Show Enthusiasm for Team Collaboration
Express your eagerness to work in a supportive team environment. Discuss how you value collaboration and how it contributes to career development, aligning with the company's culture.
