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For Companies At a Glance
- Tasks: Prepare paperwork and manage client transactions for a leading IFA firm.
- Company: Join a top national IFA firm in the heart of Edinburgh.
- Benefits: Gain valuable experience in financial services with potential for career growth.
- Why this job: Be part of a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and proficiency in iO and Excel required.
- Other info: Exciting opportunity to work in a fast-paced environment with supportive colleagues.
The predicted salary is between 36000 - 60000 £ per year.
Idex Consulting is working with a leading national IFA firm in Edinburgh who are looking to recruit an IFA Administrator.
Key Responsibilities
- Prepare paperwork for planning meetings (agendas, valuations, performance reports, trust forms, etc.)
- Liaise with providers to obtain client product details and prepare illustrations
- Submit and monitor new business
- Process existing client transactions (withdrawals, top-ups, bed & ISAs)
- Manage fund switches, proposition changes and rebalances
- Maintain accurate client records across platforms (iO, Papercloud, Moneyinfo, Truth)
Experience
- Financial services experience with FCA regulation knowledge
- Proficiency in iO and Excel
IFA Admin in Edinburgh employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Admin in Edinburgh
✨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 IFA Admin roles. You never know who might have the inside scoop on job openings.
✨Tip Number 2
Prepare for interviews by brushing up on your FCA regulations knowledge and getting familiar with the tools mentioned in the job description, like iO and Excel. Show them you’re ready to hit the ground running!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Use our website to find roles that excite you and tailor your approach to each one.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the role and the company.
We think you need these skills to ace IFA Admin in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and any relevant FCA regulation knowledge. We want to see how your skills match the IFA Admin role, so don’t be shy about showcasing your proficiency in iO and Excel!
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 IFA Administrator position. Mention specific responsibilities from the job description and how your past experiences align with them.
Be Clear and Concise: When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially when it comes to preparing paperwork and managing client records.
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 regarding your application status!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your financial services knowledge, especially around FCA regulations. Familiarise yourself with the tools mentioned in the job description, like iO and Excel, so you can confidently discuss how you've used them in past roles.
✨Prepare for Practical Questions
Expect questions that test your ability to handle paperwork and client transactions. Think of specific examples where you've prepared meeting agendas or processed client transactions, and be ready to explain your thought process and any challenges you faced.
✨Show Your Organisational Skills
As an IFA Admin, organisation is key. Be prepared to discuss how you manage multiple tasks, like liaising with providers and maintaining accurate client records. You might even want to share a time when your organisational skills made a difference in your work.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use, or how they measure success in the role. This shows your genuine interest in the position and helps you determine if it’s the right fit for you.
