At a Glance
- Tasks: Support Financial Advisors and manage client administration with precision.
- Company: High-net-worth practice near Alderley Edge with a focus on inclusion.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Embrace a culture of diversity and equity while advancing your career.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial administration and strong organisational skills required.
The predicted salary is between 30000 - 40000 £ per year.
My client is a HNW practice near Alderley Edge. They are looking for an experienced IFA Administrator to join their team.
Responsibilities
- To deal with day-to-day administration involved in servicing clients and writing new business.
- Work closely with a Financial Planner and Associate Financial Planner to service a defined client bank.
- Ensure that all company processes are adhered to.
- Ensure that all communications are recorded and indexed.
- Ensure immaculate and up-to-date records on the back-office system (Curo).
- Manage and maintain a task list within Curo and Outlook.
- New business processing, completing forms and submitting to financial product providers.
- Producing valuations.
- Production of annual planning meeting preparation packs.
- General administration and processing.
Knowledge & Experience
- Previous experience supporting Financial Advisors.
- Ability to demonstrate ownership & independence in previous roles.
- Ability to manage own workload and prioritise work effectively.
- Experience of Curo and SharePoint desirable.
- Experience of dealing with demanding clients.
- Administration experience.
- Experience of dealing with various providers desirable.
For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com.
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.
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Administrator in Alderley Edge
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like IDEX Consulting. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior IFA Administrator in Alderley Edge
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IDEX Consulting.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on IDEX Consulting's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at IDEX Consulting
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IDEX Consulting.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at IDEX Consulting will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former IDEX Consulting employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
