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- Tasks: Be the go-to person for clients, ensuring top-notch service and support.
- Company: Join a dynamic team in a leading financial services firm in Manchester.
- Benefits: Enjoy 25 days holiday, flexible work options, and a contributory pension scheme.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Experience in an IFA environment and strong organisational skills are essential.
- Other info: Be part of an employee-owned business that values your input and commitment.
The predicted salary is between 36000 - 60000 £ per year.
My client is currently looking for a Senior IFA Administrator to join their team in Manchester due to an internal promotion.
Responsibilities
- Acting as a trusted point of contact for clients, ensuring they receive exceptional service and support
- Processing new business
- Ensuring the appropriate software (iO) is continuously kept up to date
- Ensuring client-facing documents are accurate and appropriate for the client
- Obtaining information from third-party providers
- Speaking to clients on the phone and communicating via email
- Leverage your investment and pension knowledge to assist with client portfolios
- Be involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstances
- Making sure the implementation of solutions is completed accurately and in good time
- Ensuring timely processing of transactions and static data updates
To succeed in this role you will
- Previous experience in an IFA environment
- Display enthusiasm, energy and positivity
- Proactively take responsibility for clients' needs
- Have a good knowledge of financial services and products
- Pride yourself on your organisational skills
- Be willing to complete relevant industry qualifications
- Be a superior user of the Microsoft Office suite (Word, Excel, PowerPoint)
- Collaborate well with other teams
Why join us?
- 25 days of holiday + bank holidays
- Contributory pension scheme
- Employee Referral Scheme
- Hybrid and flexible work opportunities
- NHS Top Up scheme
- Wide range of retail discounts
- Regular social and charity events held in our office
- Transparent and consistent approach to career development through which you will be able to develop your technical knowledge and interpersonal skills
- Opportunity to be part of an employee-owned business which values employee involvement and commitment
- We are serious about our commitment to Net Zero
- Required professional membership fees paid for
- Opportunity to win quarterly CORE Awards
- Long service awards
Our values are foundations of what and how we do things here.
For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com.
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.
Senior IFA Administrator in Manchester employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about opportunities at IDEX. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your investment and pension knowledge. Be ready to discuss how you can leverage that expertise to help clients achieve their financial goals. Show us your passion!
✨Tip Number 3
Practice your communication skills! Since you'll be speaking with clients regularly, make sure you can convey complex information clearly and confidently. Role-play with a friend or family member to get comfortable.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior IFA Administrator in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior IFA Administrator role. Highlight your experience in an IFA environment and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your enthusiasm and energy for the role. Tell us why you’re the perfect fit and how you can contribute to our team.
Showcase Your Skills: Don’t forget to highlight your organisational skills and proficiency with Microsoft Office. We love seeing candidates who can demonstrate their ability to manage client needs effectively!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing talent out there!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your investment and pension knowledge. Familiarise yourself with the financial services and products relevant to the role, as this will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Organisational Skills
Prepare examples of how you've successfully managed client portfolios or processed transactions in the past. Highlight your organisational skills by discussing specific tools or methods you use to stay on top of tasks and deadlines.
✨Practice Client Communication
Since you'll be acting as a trusted point of contact for clients, practice your communication skills. Role-play common scenarios where you might need to explain complex information clearly and concisely, both over the phone and via email.
✨Emphasise Team Collaboration
Be ready to discuss how you work with other teams. Share examples of successful collaborations and how they contributed to achieving client objectives. This shows that you value teamwork and can contribute positively to the company culture.
