IFA Administrator

IFA Administrator

Edinburgh Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support the advisory team with client communications and office management tasks.
  • Company: IDEX, a company committed to diversity and inclusion.
  • Benefits: Gain valuable experience in wealth management and develop your professional skills.
  • Why this job: Join a dynamic team and learn about financial services while making a real impact.
  • Qualifications: Proficiency in MS Office and a keen interest in financial services.
  • Other info: Inclusive culture that values diverse perspectives and offers growth opportunities.

The predicted salary is between 28800 - 48000 £ per year.

Overview

Reporting directly to and supporting the Commercial Director, the Office Support Associate will have a varied role which will focus on providing wealth management administrative support to the wider advisory team. The successful candidate will seek to gain an understanding of the business model, the role of the financial adviser and the systems used to support the business.

Responsibilities

  • Key client contact: phone calls, arranging meetings, etc
  • Organising advisers diary
  • Managing client reviews/Preparing Meeting Packs
  • Preparing of Client Agreements and Agendas
  • Drafting Client communications including some Suitability Reports
  • Managing post meeting actions
  • Delivering support in a profitable manner, making use of existing and new technology

Office Management

  • Management of meeting room diaries
  • Meeting/greeting clients and external guests, and preparation of client refreshments
  • Liaise with third party IT support, Building Managers, oversight of office supplies etc

Support of Commercial Director

  • Diary management and oversight of inbox
  • Managing actions, preparation of meeting agendas and papers

Experience & Knowledge

  • Efficient in all MS Office applications, platforms and websites
  • Understanding and knowledge of financial services products, providers and regulation

Diversity, Equity and Inclusion

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.

IFA Administrator employer: IDEX Consulting

IDEX is an exceptional employer that prioritises a culture of inclusion and diversity, ensuring every employee feels valued and empowered to bring their authentic selves to work. Located in a dynamic environment, the role of IFA Administrator offers not only competitive benefits but also ample opportunities for professional growth within the wealth management sector, allowing you to develop your skills while contributing to a supportive team dedicated to excellence.
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Contact Detail:

IDEX Consulting Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land IFA Administrator

✨Tip Number 1

Get to know the company inside out! Research IDEX and its culture, especially their commitment to diversity and inclusion. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.

✨Tip Number 2

Practice your communication skills! As an IFA Administrator, you'll be the key contact for clients. Role-play common scenarios with a friend or family member to boost your confidence in handling calls and meetings.

✨Tip Number 3

Show off your tech-savviness! Familiarise yourself with the latest tools and software used in wealth management. Mention any relevant experience during interviews to demonstrate how you can hit the ground running.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re proactive and keen on joining the IDEX team.

We think you need these skills to ace IFA Administrator

Client Communication
Diary Management
Meeting Coordination
Preparation of Meeting Packs
Drafting Client Communications
Understanding of Financial Services Products
Knowledge of Financial Regulation
MS Office Proficiency
Organisational Skills
Attention to Detail
Technology Utilisation
Post Meeting Action Management
Liaising with Third Parties
Office Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the IFA Administrator role. Highlight any relevant experience in wealth management or administrative support, and don’t forget to mention your proficiency in MS Office applications!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in the role and how your background makes you a great fit. Be sure to show your understanding of the financial services sector and the importance of supporting the advisory team.

Showcase Your Communication Skills: As this role involves client contact and drafting communications, make sure your application showcases your strong written and verbal communication skills. Use clear and concise language, and don’t shy away from demonstrating your ability to manage client relationships.

Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to keep track of your application and ensures you’re considered for the role as soon as possible!

How to prepare for a job interview at IDEX Consulting

✨Know Your Stuff

Before the interview, make sure you understand the basics of wealth management and the role of a financial adviser. Brush up on financial services products and regulations, as this will show your potential employer that you're serious about the position.

✨Master the Tech

Since the role involves using various technologies, be prepared to discuss your experience with MS Office applications and any other relevant platforms. If you can demonstrate your tech-savviness, it’ll give you an edge over other candidates.

✨Practice Makes Perfect

Think about common interview questions related to client communication and diary management. Practise your responses so you can articulate how you would handle these tasks effectively. This will help you feel more confident during the actual interview.

✨Show Your People Skills

As you'll be the first point of contact for clients and guests, highlight your interpersonal skills. Share examples of how you've successfully managed client relationships or worked in a team. This will demonstrate that you can contribute positively to the company culture.

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