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For Companies At a Glance
- Tasks: Assist clients with queries on pensions and investments while managing office administration.
- Company: Respected national firm of independent financial advisers in Ipswich.
- Benefits: Gain valuable experience in finance, with a supportive team environment.
- Why this job: Be the go-to person for clients and make a real difference in their financial journeys.
- Qualifications: Experience in financial advice is a plus; strong communication and IT skills required.
- Other info: Join a dynamic team with opportunities for growth and development.
The predicted salary is between 28800 - 43200 £ per year.
Our client is a well-respected national firm of independent financial advisers, currently recruiting an IFA Administrator for their Ipswich offices.
The successful candidate will act as the point of contact for client queries regarding pensions and investments, liaise with product providers, and cover all aspects of general office administration.
Specific Responsibilities
- Assisting with reviews and customer requests, acting as a point of contact for clients to handle day-to-day queries
- Screening phone calls, inquiries, and requests, and addressing them where appropriate
- Preparation of client review packs
- Handling illustration requests
- Providing back-office support
- Ensuring all financial planning client administration is carried out according to the firm’s procedures
- Maintaining client records on the company software, ensuring files are well-presented, accurate, and compliant
- Keeping up-to-date with financial products and legislation
- Ensuring compliance with all company and industry guidelines, rules, and regulations
Experience and Key Requirements
- Previous experience working in a Financial Advice firm is advantageous
- Reliable with the ability to manage and prioritize workloads effectively
- Motivated, friendly, and professional at all times
- Outstanding communication skills at all levels
- Ability to produce business correspondence and proofread with high accuracy for grammar, spelling, and punctuation
- Strong analytical and problem-solving skills
- Experience working as part of a team
- Flexibility and adaptability to cope with change
- Confident with IT and office software packages such as Word, Excel, and PowerPoint
We welcome driven and suitable candidates to apply—please submit your CV for consideration. We look forward to hearing from you.
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Wealth Managment Administrator employer: Independent Resourcing Consultancy Ltd
Contact Detail:
Independent Resourcing Consultancy Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Managment Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial products and legislation. Show that you’re not just a candidate, but someone who’s genuinely interested in the industry and ready to hit the ground running.
✨Tip Number 3
Practice your communication skills! Since you'll be the point of contact for clients, being able to articulate your thoughts clearly is key. Try mock interviews with friends or family to get comfortable.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Wealth Managment Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any previous roles in financial advice or administration, and don’t forget to showcase your communication skills!
Craft a Catchy Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Wealth Management Administrator role. Mention your motivation and how you can contribute to the team.
Proofread Like a Pro: Before hitting send, double-check your application for any spelling or grammar mistakes. We want to see your attention to detail, especially since you'll be handling important client correspondence!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Independent Resourcing Consultancy Ltd
✨Know Your Stuff
Make sure you brush up on the latest financial products and legislation. Being able to discuss current trends in pensions and investments will show that you're not just a candidate, but someone who is genuinely interested in the field.
✨Practice Your Communication Skills
Since outstanding communication is key for this role, practice articulating your thoughts clearly. You might want to prepare answers for common questions about handling client queries or managing workloads effectively.
✨Showcase Your IT Skills
Familiarise yourself with office software like Word, Excel, and PowerPoint. Be ready to discuss how you've used these tools in previous roles, as this will demonstrate your ability to handle the administrative aspects of the job.
✨Be Professional and Personable
Remember, you'll be the point of contact for clients, so it's important to come across as friendly and professional. A warm smile and a positive attitude can go a long way in making a great first impression!
