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For Companies At a Glance
- Tasks: Manage client queries, organise meetings, and support financial planners daily.
- Company: Join a dynamic financial planning firm that's rapidly growing in Borehamwood.
- Benefits: Enjoy a supportive work environment with opportunities for professional growth.
- Why this job: Be part of a team that values customer service and personal development.
- Qualifications: Previous experience in a similar role and strong communication skills 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 are working with a leading Financial Advisory group, demonstrating significant growth across the UK.
Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team.
Duties include:
- Working closely with Financial Advisors to offer pro-active support
- Diary management and arranging client meetings
- Liaise with highly affluent and high net worth clients to ensure a smooth process and experience
- Prepare meeting packs prior to client meetings on behalf of Advisors
- Raise invoices where required
- Database management
The business delivers an excellent pathway to progress, demonstrated by the vacancy itself. You will be part of a supportive and collaborative team that has a pro‑active and energetic approach to their work.
The role will have a hybrid working pattern (3 days office / 2 days home) with study support available, should this be your ambition.
Benefits
- Death in Service (4 x annual salary)
- Private Medical Insurance
- Group Income Protection
- Employee Assistance Programme
- Medicash (healthcare cash back plan)
- Pension 5% employer contribution, 3% employee contribution
- Discretionary 10% annual bonus based on company performance
- 25 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion‑first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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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 planning industry and the specific services offered by the firm. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work in administration roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Prepare for the interview by practising common questions related to customer service and administrative tasks. Think of examples from your past experiences that showcase your skills in diary management, communication, and attention to detail.
✨Tip Number 4
Research the company culture and values of the financial planning firm. Tailor your responses in the interview to align with their ethos, showing that you would be a great fit for their team and can contribute positively to their client relationships.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning administration. Emphasise your interpersonal skills, attention to detail, and any previous roles that involved customer service or diary management.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your experience with handling customer queries, managing schedules, and working alongside financial planners. Show enthusiasm for the role and the company.
Highlight Relevant Skills: In your application, clearly outline your strong communication skills, organisational abilities, and any experience with back office systems. Use specific examples to demonstrate how you've successfully managed similar tasks in the past.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at IDEX Consulting
✨Showcase Your Communication Skills
As an IFA Administrator, strong communication is key. Be prepared to demonstrate your ability to handle calls and emails professionally. You might want to share examples of how you've effectively managed customer queries in the past.
✨Highlight Your Organisational Skills
This role requires excellent diary management and planning. Discuss specific tools or methods you use to stay organised, and provide examples of how you've successfully managed multiple tasks or deadlines in previous roles.
✨Demonstrate Attention to Detail
Accuracy is crucial in this position. Prepare to discuss instances where your attention to detail made a significant difference in your work. You could mention how you ensure all transactions are tracked accurately.
✨Prepare for Technical Queries
Since you'll be dealing with technical queries, brush up on common issues that clients face. Be ready to explain how you would approach resolving these queries and keeping both the Financial Planner and clients updated.
