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- Tasks: Support advisers with admin tasks, report preparation, and client communication.
- Company: Idex Consulting, a dynamic firm in Belfast focused on wealth management.
- Benefits: Gain valuable experience in finance, with opportunities for growth and development.
- Why this job: Join a supportive team and learn the ins and outs of financial advice.
- Qualifications: Previous admin experience and a keen eye for detail are essential.
- Other info: Perfect for those looking to kickstart their career in finance.
The predicted salary is between 30000 - 42000 £ per year.
Idex consulting is recruiting for an IFA Administrator based in Belfast to provide support to the office and a team of advisers enabling them to provide financial advice and wealth management to clients. You will provide comprehensive administrative support to enable the advisers to be effective and efficient at delivering the service expectations to wealth management clients.
You will work as part of a small team, dealing with multiple providers and collating data, processing and enabling client-centric reporting and documentation to be produced in a timely format. Responsibilities include:
- Report preparation
- Valuations
- Quotations
- Systems updating
- Providing all aspects of administrative support to ensure smooth running of the services provided to clients and advisers
- Dealing with clients both on the telephone and face to face
- Dealing with cases and creating reports to accurately articulate the advice provided
- Researching and creating compelling, accurate and professional reports for clients under supervision
The ideal person will be:
- A good team player
- Adaptable
- Organised
- Have an excellent eye for detail
- Have previous administration experience, ideally with experience of report writing and working in a professional office
- Have previous IFA or financial services experience (specifically wealth management)
Administrator in Belfast employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience in wealth management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common questions related to administration and client support. We recommend role-playing with a friend or using online resources to get comfortable with articulating your skills and experiences.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed multiple tasks or projects efficiently. This will demonstrate your ability to handle the demands of an IFA Administrator role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Administrator in Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Administrator role. Highlight any previous administration experience and skills that match the job description, like report writing and attention to detail. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your experience aligns with what we’re looking for. Keep it professional but let your personality come through!
Showcase Your Team Spirit: Since we’re all about teamwork here at StudySmarter, make sure to mention any experiences where you’ve worked well in a team. Whether it’s in a professional setting or during your studies, we love to see collaboration in action!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of an IFA Administrator. Familiarise yourself with the tasks mentioned in the job description, like report preparation and client communication. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Team Spirit
Since this role involves working closely with advisers and clients, be prepared to discuss your experience as a team player. Share specific examples of how you've collaborated with others in previous roles, highlighting your adaptability and organisational skills. This will reassure them that you can fit into their small team seamlessly.
✨Demonstrate Attention to Detail
Given the importance of accuracy in financial services, be ready to talk about how you ensure precision in your work. You might want to mention any tools or methods you use for double-checking reports or data. This will show that you have the eye for detail they’re looking for.
✨Prepare Questions for Them
Interviews are a two-way street, so think of insightful questions to ask about the company culture, team dynamics, or the specific challenges faced by the advisers. This not only shows your interest but also helps you gauge if the company is the right fit for you.
