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- Tasks: Be the go-to person for advisors, handling client packs and business cases.
- Company: Join a dynamic team focused on delivering top-notch client service.
- Benefits: Enjoy 28 days of holiday, early finishes on Fridays, and a supportive learning environment.
- Why this job: Gain valuable experience in a fast-paced role while making a real impact on clients' lives.
- Qualifications: No specific qualifications required; just bring your enthusiasm and willingness to learn!
- Other info: Monthly spot bonuses and an Employee Assistance Programme to support your well-being.
The predicted salary is between 28800 - 43200 £ per year.
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Daily contact for advisors, updating and liaising to conclude work related tasks
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Prepare client packs, brochures, applications and anything required for a client meeting
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Submission and completion of new business cases adhering to the compliance and new business processing guidelines set out. Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company standards
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Pipeline – ensure all business is recorded and chased through to completion, liaising with both Adviser, providers, GPs and Medical companies and recording notes for audit purposes
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Maintain client files in line with company guidelines and standards
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Prepare and maintain the client service / review list for the adviser, ensuring all are completed within the set timeframe, providing full pack including a client valuation and supporting documentation. Updating the system to ensure the next diary contacts are specifically recorded in line with the service proposition
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Letter of Authority – ensure the requests are sent in a timely manner, recorded and chased through to completion. Scanned to the system and provided to the Adviser upon completion
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Prepare cases for Paraplanning, ensuring all necessary information is on file for the report completion, liaising with relevant departments to resolve any outstanding queries
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Assist the business as and when required in various tasks upon request, including meeting and greeting clients, answering and dealing with incoming enquiries.
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Competitive salary
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28 days holidays (plus Bank holidays)
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Supported learning and development
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1 hour early finish Fridays along with Friday dress down
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Work Place Pension
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Exam and study leave
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Staff spot bonus (monthly nominations)
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Employee Assistance Programme
For more information please contact Graeme Hyland on .
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
Familiarize yourself with the compliance and new business processing guidelines relevant to the IFA Administrator role. Understanding these guidelines will help you demonstrate your knowledge during the interview and show that you're ready to hit the ground running.
✨Tip Number 2
Practice your communication skills, as daily contact with advisors is a key part of this role. Being able to clearly articulate your thoughts and maintain a professional demeanor will set you apart from other candidates.
✨Tip Number 3
Get comfortable with data management systems and client file maintenance. Highlight any experience you have with similar systems in your discussions, as this will show your ability to adapt quickly to our processes.
✨Tip Number 4
Be prepared to discuss how you handle multiple tasks and prioritize effectively. The role requires managing various responsibilities simultaneously, so sharing examples of your organizational skills will be beneficial.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the IFA Administrator position. Understand the daily tasks and responsibilities, as this will help you tailor your application to highlight relevant skills and experiences.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in client management, compliance, or administrative roles. Use specific examples that demonstrate your ability to handle tasks similar to those listed in the job description.
Showcase Your Organizational Skills: Since the role involves maintaining client files and ensuring timely completion of tasks, make sure to mention your organizational skills. Provide examples of how you've successfully managed multiple tasks or projects in the past.
Tailor Your Application: Customize your cover letter to reflect your understanding of the company's values and how you can contribute to their success. Mention any relevant qualifications or training that align with the requirements of the IFA Administrator role.
How to prepare for a job interview at IDEX Consulting
✨Know the Role Inside Out
Make sure you understand the responsibilities of an IFA Administrator. Familiarize yourself with tasks like preparing client packs, managing compliance, and maintaining client files. This will help you answer questions confidently and demonstrate your suitability for the role.
✨Showcase Your Organizational Skills
Since the role involves managing multiple tasks and ensuring timely completion, be prepared to discuss your organizational strategies. Share examples of how you've successfully managed deadlines and maintained accurate records in previous positions.
✨Prepare for Client Interaction Scenarios
As you'll be the daily contact for advisors and clients, think about how you would handle various client scenarios. Be ready to discuss how you would greet clients, manage inquiries, and ensure a positive experience during meetings.
✨Highlight Your Teamwork Abilities
The position requires liaising with advisors, providers, and other departments. Prepare examples that showcase your ability to work collaboratively and communicate effectively with different stakeholders to resolve issues and complete tasks.
