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- Tasks: Support Financial Planners and manage the client advice journey with essential paperwork.
- Company: Leading National IFA firm based in Edinburgh with a client-first culture.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial administration and strong communication skills.
- Other info: Opportunity for career growth in a reputable firm.
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 a Senior IFA Administrator.
Responsibilities
- Support the Financial Planner to deliver on agreed service levels and to manage the client advice journey by:
- Providing all necessary paperwork timeously for new and review planning meetings eg: core engagement documents, agendas, valuations, performance information, charges, expression of wish, trust forms and any other documents pertinent to remaining compliant with up-to-date legislation.
- Adopting a good client-first culture and ensuring that every client interaction is a positive one.
- Efficiently obtaining all necessary information about a client's existing products using Letters of Authority, preparing illustrations and submitting all new business including that of a more complex nature.
- Monitoring all new and existing business transactions to completion whilst keeping the client/Planner regularly updated.
- Processing all existing client transactions including regular and one-off withdrawals, top-ups.
Senior IFA Administrator in Edinburgh employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work with IFAs. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to IFA administration. We recommend role-playing with a friend or using online resources to get comfortable with articulating your experience and skills.
✨Tip Number 3
Showcase your client-first attitude during interviews. Share specific examples of how you've gone above and beyond for clients in the past. This will demonstrate that you align with the culture they're looking for.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive roles listed that you won't find anywhere else.
We think you need these skills to ace Senior IFA Administrator in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior IFA Administrator role. Highlight relevant experience and skills that match the job description, like your ability to manage client interactions and handle complex transactions.
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. Mention your client-first approach and how you can support the Financial Planner effectively.
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure to highlight any experiences where you've successfully managed paperwork or ensured compliance with legislation. This will show us you’re the right person for the job!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you’re familiar with the key responsibilities of a Senior IFA Administrator. Brush up on the paperwork involved, like core engagement documents and Letters of Authority. Being able to discuss these confidently will show that you’re ready to hit the ground running.
✨Client-Centric Mindset
Since the role emphasises a client-first culture, think about how you can demonstrate this in your interview. Prepare examples of how you've ensured positive client interactions in the past. This will highlight your commitment to excellent service.
✨Stay Updated on Legislation
Understanding current legislation is crucial for this role. Before your interview, do some research on any recent changes that could affect financial planning. Being knowledgeable will impress your interviewers and show that you take your professional development seriously.
✨Show Your Organisational Skills
As an IFA Administrator, you'll need to manage multiple tasks efficiently. Be ready to discuss how you prioritise your workload and keep track of various transactions. Sharing specific strategies or tools you use can really set you apart from other candidates.
