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- Tasks: Join our team as a Financial Planning Administrator, providing top-notch support to Financial Planners.
- Company: Be part of a well-established Financial Services Practice in the heart of Glasgow.
- Benefits: Enjoy a generous salary, benefits package, and clear paths for career progression.
- Why this job: This role offers tailored opportunities in a supportive environment with strong growth potential.
- Qualifications: Previous experience in Financial Planning and working towards a Diploma level 4 qualification is required.
- Other info: We prioritize diversity and inclusion, ensuring everyone can bring their authentic selves to work.
The predicted salary is between 28800 - 43200 £ per year.
Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients.
Responsibilities:
- 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.
- Report preparation, valuations, quotations, systems updating, providing all aspects of administrative support to provide smooth running of the services provided to clients and advisers.
- Dealing with clients both on the telephone and face to face.
- Dealing with cases, creating reports to accurately articulate the advice provided.
- Researching, creating compelling, accurate and professional reports for clients under supervision, learning to be competent at delivering to a high standard.
Ideal Candidate:
- A good team player, adaptable, organised and excellent eye for detail.
- Previous administration experience and ideally experience of report writing, experience of working in a professional office.
- Previous IFA or financial services experience (specifically wealth management).
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IFA ADMIN employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA ADMIN
✨Tip Number 1
Make sure to highlight any previous experience you have in financial planning roles during your conversations. This will show that you understand the industry and can hit the ground running.
✨Tip Number 2
Practice your professional communication skills. Since the role requires strong verbal and written communication, consider engaging in mock interviews or discussions to refine your approach.
✨Tip Number 3
Familiarize yourself with the Diploma level 4 qualification requirements. Showing that you are actively working towards this qualification can demonstrate your commitment to professional development.
✨Tip Number 4
Research the company culture and values of the firm. Understanding their focus on diversity, equity, and inclusion can help you align your responses and show that you would be a great fit for their team.
We think you need these skills to ace IFA ADMIN
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize any previous experience you have in a Financial Planning role. Use specific examples to demonstrate your skills and how they relate to the responsibilities of the IFA Admin position.
Showcase Communication Skills: Since professional communication is key, include examples of your written and verbal communication skills. You might want to mention any relevant experiences where you successfully communicated complex information.
Mention Your Qualifications: If you are working towards a Diploma level 4 qualification, be sure to mention this in your application. Highlight any relevant coursework or projects that align with the role.
Tailor Your Application: Take the time to tailor your application to reflect how your specific skillset aligns with the needs of the firm. Mention your desire for progression and how you see yourself fitting into their supportive team environment.
How to prepare for a job interview at IDEX Consulting
✨Showcase Your Financial Planning Experience
Make sure to highlight any previous experience you have in a Financial Planning role. Be prepared to discuss specific tasks you handled and how they relate to the responsibilities of the IFA Admin position.
✨Communicate Professionally
Since professional communication is key, practice articulating your thoughts clearly and concisely. Use examples from your past experiences to demonstrate your written and verbal communication skills.
✨Demonstrate Your Analytical Skills
As the role involves providing technical administration and analytical support, be ready to discuss how you've used analytical skills in previous roles. Prepare to give examples of how you approached problem-solving in a financial context.
✨Express Your Career Aspirations
The opportunity for progression to paraplanner and IFA is a significant aspect of this role. Be open about your career goals and how this position aligns with your aspirations, showing that you're motivated to grow within the company.
