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- Tasks: Be the go-to person for clients and advisors, handling admin tasks and calls.
- Company: Join a Glasgow-based Wealth Management Firm focused on internal growth and support.
- Benefits: Enjoy hybrid working after probation and opportunities for career progression.
- Why this job: Perfect for those wanting to develop their career in finance with supportive colleagues.
- Qualifications: Prior admin experience in Pension, Investments, or IFA firms is required.
- Other info: Commit to at least 12 months in this role for growth opportunities.
The predicted salary is between 24000 - 30000 £ per year.
IFA Administrator Up to £30K Glasgow Central Hybrid working after probation Looking for an opportunity to develop your career a firm that offers internal progression to all areas of their business? Wanting to sit your Diploma and require support to do this? If any of the above are true, then get in touch… A Glasgow based Wealth Management Firm are keen for an IFA Administrator to join their already established team. This individual needs prior experience of working in Administrative roles within Pension, Investments or an IFA firm. Whilst there is internal progression, and opportunities will be there to develop, the successful applicant will need to be happy to remain in this position for 12 months+ beforehand. Key responsibilities: Be the point of contact for various different individuals, such as Clients, Providers and internally with Advisers As well as looking after administrative duties, also handle incoming telephone calls and Ensure all client letters, company information and correspondence is uploaded to Intelligent Office, and named following the company procedure and allocated to the correct client Produce valuation & review packs for internal advisors, demonstrating ability to update information and liaise with clients to update Complete aftercare such as investment withdrawals, new business submissions, change in client details etc. Be a point of contact for in person meetings with clients, by welcoming them and providing assistance with meetings If you are interested in an opportunity to join an established firm as an IFA Admin, please get in touch
IFA Administrator employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarize yourself with Intelligent Office, as it's a key tool for the role. Understanding how to navigate and utilize this software will show your readiness to hit the ground running.
✨Tip Number 2
Brush up on your knowledge of pensions and investments. Being well-versed in these areas will not only help you in the role but also demonstrate your commitment to the industry.
✨Tip Number 3
Practice your communication skills, especially over the phone. As you'll be handling incoming calls and liaising with clients, being articulate and professional is crucial.
✨Tip Number 4
Network with professionals in the wealth management sector. Building connections can provide insights into the company culture and may even lead to referrals.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your prior experience in administrative roles within Pension, Investments, or IFA firms. Emphasize relevant skills and responsibilities that align with the job description.
Craft a Strong Cover Letter: Write a cover letter that expresses your enthusiasm for the IFA Administrator position. Mention your desire for internal progression and how you plan to support your Diploma studies while contributing to the team.
Showcase Communication Skills: Since the role involves being a point of contact for clients and advisers, demonstrate your communication skills in your application. Provide examples of how you've effectively managed client interactions in previous roles.
Highlight Organizational Abilities: The job requires handling various administrative duties and managing correspondence. Illustrate your organizational skills by detailing how you have successfully managed multiple tasks and maintained accurate records in past positions.
How to prepare for a job interview at Integro Partners
✨Show Your Administrative Skills
Make sure to highlight your previous experience in administrative roles, especially within Pension, Investments, or IFA firms. Be prepared to discuss specific tasks you've handled and how they relate to the responsibilities of the IFA Administrator position.
✨Demonstrate Communication Abilities
Since you'll be the point of contact for clients and internal advisers, it's crucial to showcase your communication skills. Prepare examples of how you've effectively managed client interactions and resolved issues in past roles.
✨Familiarize Yourself with Intelligent Office
Research Intelligent Office and understand its functionalities. Being knowledgeable about this software will show your preparedness and willingness to adapt to the company's systems, which is a key part of the role.
✨Express Your Career Development Goals
The firm values internal progression, so be ready to discuss your career aspirations and how you see yourself growing within the company. This shows your commitment and interest in a long-term position.
