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For Companies At a Glance
- Tasks: Support Financial Planners with admin tasks and client interactions.
- Company: Join a dynamic financial services firm in Liverpool focused on client satisfaction.
- Benefits: Enjoy perks like flexible working options and a supportive team environment.
- Why this job: Be part of a culture that values client relationships and professional growth.
- Qualifications: Experience in financial services and strong communication skills are essential.
- Other info: Opportunity to work closely with investment managers and enhance your career.
The predicted salary is between 36000 - 60000 £ per year.
My client is currently looking for an experienced IFA Administrator to join their team in Liverpool.
The Role
- To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards
- To work closely with the aligned Financial Planners to deliver excellent client outcomes
- To build relationships with clients and maintain regular contact
- Maintain back-office systems and client records in line with the company policies
- Request policy information from third party policy providers if applicable
- Liaise with operational teams where support is provided on activities, e.g., scripts, transfers, corporate actions, static data changes, where applicable
- Preparation of meeting packs and valuations (as required)
- Assist investment managers in the preparation of new business pitches and presentations
To be successful in this role, you should have:
- Proven experience working in the financial services industry
- A strong ethic of client service
- Ability to work under pressure and to prioritise work
- Excellent communication skills both written and verbal, influencing and organisational skills
- Ability to use judgement and reasoning to propose solutions to problems
As a colleague here you will have access to benefits that include:
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IFA Administrator employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of an IFA Administrator. Understanding the key responsibilities and challenges faced in this position will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals already working in financial services, particularly those in administrative roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals for the position.
✨Tip Number 3
Brush up on your communication skills, both written and verbal. Since the role involves liaising with clients and colleagues, being able to articulate your thoughts clearly will set you apart from other candidates.
✨Tip Number 4
Demonstrate your organisational skills by preparing a mock meeting pack or valuation report. This practical exercise can showcase your ability to handle the tasks required in the role and can be a great talking point during your interview.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the IFA Administrator position. Tailor your application to highlight relevant experience in financial services and client management.
Highlight Relevant Experience: In your CV and cover letter, emphasise your proven experience in the financial services industry. Provide specific examples of how you've supported financial planners and maintained client satisfaction.
Showcase Communication Skills: Since excellent communication skills are crucial for this role, ensure your application reflects your ability to communicate effectively. Use clear and concise language, and consider including examples of successful client interactions.
Tailor Your Cover Letter: Craft a personalised cover letter that addresses the specific needs of the company. Mention your understanding of regulatory standards and your ability to work under pressure, as these are key aspects of the role.
How to prepare for a job interview at IDEX Consulting
✨Showcase Your Financial Services Experience
Make sure to highlight your previous experience in the financial services industry during the interview. Be prepared to discuss specific roles and responsibilities you've had, particularly those that relate to client service and administrative support.
✨Demonstrate Strong Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly and confidently. Consider preparing examples of how you've effectively communicated with clients or colleagues in past positions.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and judgement. Think of scenarios where you had to prioritise tasks under pressure or resolve client issues, and be ready to explain your thought process and outcomes.
✨Research the Company and Its Values
Familiarise yourself with the company's mission and values. Understanding their approach to client satisfaction and regulatory standards will help you align your answers with what they are looking for in a candidate.
