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For Companies At a Glance
- Tasks: Support advisers with financial issues, manage client communications, and organise meetings.
- Company: Exciting IFA practice in Glasgow with a focus on growth and collaboration.
- Benefits: Hybrid working, competitive salary, and opportunities for professional development.
- Why this job: Join a dynamic team and make a real impact in the financial services sector.
- Qualifications: Proficient in MS Office and knowledge of financial services products.
- Other info: Inclusive culture that values diversity and offers excellent career progression.
The predicted salary is between 28800 - 43200 £ per year.
Overview
We are working with a brilliant large IFA practice in Glasgow who is going through an exciting expansion plan. We are looking for 2 Technical IFA administrators for the team.
The Technical Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions.
The successful candidate will work within a large team in the Glasgow office (hybrid).
Key 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
Support of Managing Directors;
- Diary management and oversight of inbox
- Managing actions, preparation of meeting agendas and papers
- Working with clients
Experience & Knowledge
- Efficient in all MS Office applications, platforms and websites
- Cashcalc, FE analytics and Dynamic Planner
- I.O. or Curo
- Understanding and knowledge of financial services products, providers and regulation
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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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Techncial IFA Administrator employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Techncial IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, 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 those interviews! Research common questions for Technical IFA Administrators and practice your answers. We want you to feel confident and ready to showcase your skills and knowledge.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or networking event, drop a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Techncial IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical IFA Administrator role. Highlight your experience with financial services products and any relevant software like Cashcalc or Dynamic Planner. 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 explain why you're passionate about this role and how you can support our advisers. Keep it concise but engaging – we love a bit of personality!
Showcase Your Tech Savvy: Since the role involves using various tech platforms, mention any experience you have with MS Office applications or other relevant tools. We’re all about making use of technology, so let us know how you can contribute!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it’s super easy!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services products, providers, and regulations. Being able to discuss these confidently will show that you're not just a candidate, but someone who understands the industry.
✨Master the Tech Tools
Familiarise yourself with the specific software mentioned in the job description, like Cashcalc, FE Analytics, and Dynamic Planner. If you can demonstrate your proficiency with these tools during the interview, it’ll give you a significant edge.
✨Prepare for Client Interactions
Since you'll be the key client contact, practice how you would handle phone calls and arrange meetings. Think about how to communicate effectively and professionally, as this will be crucial in your role.
✨Show Your Organisational Skills
Be ready to discuss how you manage diaries and prepare meeting packs. Bring examples of how you've successfully organised tasks in the past, as this will highlight your ability to support advisers efficiently.
