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- Tasks: Support sales consultants by processing new business and handling trades efficiently.
- Company: Join a company that values client interests and invests in employee development.
- Benefits: Enjoy opportunities for skill growth and contribute to meaningful societal initiatives.
- Why this job: Be part of a team that prioritizes accuracy and timely support for clients and consultants.
- Qualifications: No specific qualifications required; just bring your enthusiasm and willingness to learn!
- Other info: This role is perfect for those looking to kickstart their career in finance.
The predicted salary is between 30000 - 42000 £ per year.
The business prioritises their clients interests, investing in the continuous development of employees’ technical skills and knowledge, and supporting wider initiatives that contribute to society and the advancement of our profession.
Expectations within the IFA Administrator role;
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Offering an efficient service for processing new business for sales consultants, handling trades and fund switches, coordinating with product providers, and ensuring proper setup of new business
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Issuing original policy documents to clients when necessary and ensuring that copy documents/contract notes are provided within the agreed turnaround time, while verifying their accuracy and alignment with the client’s requirements
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Offer post-meeting administrative support to consultants, ensuring all tasks are completed within the agreed timeframes
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Providing administrative support for valuations, transfer of servicing, and client reviews to enable sales consultants to conduct efficient client meetings
IFA Administrator employer: Integro Partners Ltd
Contact Detail:
Integro Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarize yourself with the financial services industry, especially in areas related to investment and client management. Understanding the terminology and processes will help you communicate effectively during interviews.
✨Tip Number 2
Highlight any experience you have with administrative tasks, particularly those related to processing new business or client documentation. Be ready to discuss specific examples of how you've ensured accuracy and efficiency in your previous roles.
✨Tip Number 3
Demonstrate your ability to work under pressure and meet tight deadlines. Prepare to share instances where you successfully managed multiple tasks simultaneously while maintaining high-quality service.
✨Tip Number 4
Show your commitment to continuous learning and professional development. Mention any relevant courses or certifications you’ve pursued that align with the role, as this reflects your dedication to enhancing your skills.
We think you need these skills to ace 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 expectations, such as processing new business and providing administrative support.
Highlight Relevant Experience: In your application, emphasize any previous experience you have in administrative roles, particularly in financial services or client support. Use specific examples that demonstrate your ability to handle tasks like processing trades and coordinating with product providers.
Showcase Your Skills: Make sure to highlight your technical skills and knowledge relevant to the role. Mention any software or tools you are proficient in that can aid in efficient service delivery and document management.
Tailor Your Application: Customize your CV and cover letter to reflect the values of the company, such as prioritizing client interests and contributing to society. Show how your personal values align with their mission and how you can contribute to their goals.
How to prepare for a job interview at Integro Partners Ltd
✨Understand the Role
Make sure you have a clear understanding of the IFA Administrator role. Familiarize yourself with the tasks involved, such as processing new business and coordinating with product providers. This will help you answer questions confidently and demonstrate your knowledge.
✨Showcase Your Organizational Skills
Since the role involves handling multiple tasks and ensuring timely completion, be prepared to discuss your organizational skills. Share examples of how you've managed deadlines and prioritized tasks in previous roles.
✨Emphasize Client Focus
The company prioritizes client interests, so highlight your experience in providing excellent customer service. Discuss how you've ensured client satisfaction in past positions and how you can contribute to maintaining strong client relationships.
✨Prepare for Technical Questions
Given the emphasis on technical skills and knowledge, be ready to answer questions related to financial products and administrative processes. Brush up on relevant terminology and procedures to show that you're well-prepared for the role.
