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For Companies At a Glance
- Tasks: Support financial advisers, manage queries, and keep the back-office system updated.
- Company: Join IDEX Consulting, a company committed to diversity and inclusion in the workplace.
- Benefits: Enjoy flexible hours and the option to work from home.
- Why this job: This role offers valuable experience in finance while promoting an inclusive culture.
- Qualifications: No specific qualifications required; just a willingness to learn and assist.
- Other info: Opportunity for growth and development within a supportive team environment.
Part-Time Administrator – IFA Firm (Near Banbury)Position: Administrator
Location: Near Banbury
Days: Tuesday, Wednesday, Thursday
Hours: 9:00 AM – 5:00 PM
Salary: Up to £28,500 pro-rata
Experience Required: Previous experience working in an Independent Financial Advisor (IFA) firm is essential
About the Role
We are seeking an experienced IFA Administrator to join a professional Independent Financial Advisor firm on a part-time basis. This role requires a detail-oriented individual with a strong understanding of IFA operations.
Key Responsibilities
- Liaising with clients to gather personal and policy information and updating records.
- Scheduling and managing client meetings, preparing required documentation, and handling follow-up tasks.
- Communicating with providers to obtain quotations, illustrations, and transfer values.
- Overseeing compliance processes, including AML checks and maintaining regulatory standards.
- Managing client records via CRM, ensuring accuracy and updates are maintained.
- Assisting with pension transfers, annuity arrangements, and drawdown setups.
- Administrative tasks such as processing Adviser Charges, organising invoices, and maintaining office supplies.
Required Skills and Experience
- Proven experience within an IFA environment is mandatory.
- Strong organisational and administrative skills.
- Proficient in using CRMs and financial systems relevant to the IFA sector.
Why Apply?
- Work as part of a professional, dedicated team.
- Part-time hours with a competitive salary.
How to Apply
If you meet the required experience and are interested in this role, apply now with your CV.
Part Time IFA Administrator employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Part Time IFA Administrator
✨Tip Number 1
Familiarize yourself with the specific software and back-office systems commonly used in IFA practices. Being able to demonstrate your proficiency in these tools during the interview can set you apart from other candidates.
✨Tip Number 2
Highlight any previous experience you have in administrative roles, especially within financial services. Be ready to discuss how you've successfully managed diaries, processed applications, or liaised with clients in the past.
✨Tip Number 3
Show your understanding of the importance of timely communication and follow-ups in the financial advisory process. Prepare examples of how you've effectively chased updates or managed client expectations in previous roles.
✨Tip Number 4
Research IDEX Consulting's values and their commitment to diversity, equity, and inclusion. Be prepared to discuss how you align with these values and how you can contribute to fostering an inclusive workplace.
We think you need these skills to ace Part Time IFA Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the IFA Administrator position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in administration or financial services. Mention specific tasks that align with the responsibilities listed, such as managing diaries or processing applications.
Showcase Your Skills: Make sure to highlight skills that are crucial for this role, such as attention to detail, communication abilities, and proficiency with back-office systems. Provide examples of how you've demonstrated these skills in past roles.
Personalize Your Application: Address your cover letter to the hiring manager if possible, and express your enthusiasm for the role and the company. Mention why you are particularly interested in working with IDEX Consulting and how you align with their values.
How to prepare for a job interview at Heat Recruitment
✨Understand the Role
Make sure you have a clear understanding of the responsibilities of an IFA Administrator. Familiarize yourself with tasks like processing new business applications and managing the central diary, as these will likely come up during your interview.
✨Show Your Organizational Skills
Since the role involves managing multiple tasks and ensuring timely updates, be prepared to discuss your organizational skills. Share examples of how you've successfully managed similar responsibilities in the past.
✨Demonstrate Communication Skills
Effective communication is key in this role, especially when liaising with clients and providers. Be ready to showcase your ability to communicate clearly and professionally, perhaps by discussing a time when you resolved a complex query.
✨Emphasize Flexibility and Adaptability
Given the flexible nature of the position, highlight your ability to adapt to changing circumstances. Discuss any previous experiences where you successfully adjusted your work style to meet varying demands.
