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- Tasks: Support financial advisers by processing client data and preparing documentation.
- Company: Join a leading independent Financial Advisory firm in Nottingham, established since 2014.
- Benefits: Enjoy hybrid working options, an attractive salary, and a comprehensive benefits package.
- Why this job: Be part of a supportive team making a real impact on clients' financial futures.
- Qualifications: 2 years of experience in Financial Planning and familiarity with investment platforms required.
- Other info: Ideal for tech-savvy individuals passionate about finance and client support.
The predicted salary is between 30000 - 42000 £ per year.
My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014.
We urgently are seeking an IFA Administrator to join an existing team providing support to both the business and the Financial Advisers and Directors of the business. Specifically you will be responsible for:
- Processing authority letters, and gathering financial data for new clients and annual reviews.
- Preparing application forms and client documentation.
- Processing financial transactions on platforms.
- Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
- Dealing with post, emails and any correspondence relating to clients or their financial situation.
- Providing administrative support to the financial planners and paraplanners as required.
- Supporting clients with administrative queries and communication as required.
We are ideally seeking an IFA Administrator with at least 2 years experience working within Financial Planning. You will have good experience of working with Letters of Authority, and be experienced in gathering information with regards to clients' Investments, Pensions and Life Assurance policies with a good understanding of Financial Transactions relating to Investments, Insurance policies, sales, Fund Switches and withdrawals. You will also be comfortable using technology and systems, including CRM and Project Management systems along with experience of using various investment platforms. Any additional qualifications within the sector would be to your advantage.
This is a full-time role with hybrid working options, coupled with an attractive salary and benefits package.
IFA Administrator in Nottingham employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Nottingham
✨Tip Number 1
Familiarise yourself with the specific financial products and services mentioned in the job description, such as investments, pensions, and life assurance policies. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial advisory sector, especially those who work in similar roles. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the day-to-day responsibilities of an IFA Administrator.
✨Tip Number 3
Brush up on your technical skills, particularly with CRM and project management systems. If you have experience with specific platforms mentioned in the job description, be prepared to discuss how you've used them effectively in your previous roles.
✨Tip Number 4
Prepare for potential interview questions by thinking about scenarios where you've successfully supported financial planners or dealt with client queries. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your relevant experience.
We think you need these skills to ace IFA Administrator in Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and administration. Emphasise your familiarity with Letters of Authority, financial transactions, and any specific investment platforms you've used.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advisory work. Mention your experience in processing authority letters and client documentation, and how you can support the team effectively.
Highlight Relevant Skills: In your application, clearly outline your skills related to CRM and project management systems. Provide examples of how you've successfully managed administrative tasks in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Lime People Search & Select Ltd
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Brush up on your knowledge of investments, pensions, and life assurance policies, as well as the processes involved in financial transactions.
✨Demonstrate Your Administrative Skills
Be prepared to discuss your previous administrative experience, particularly in relation to processing authority letters and client documentation. Highlight any specific tools or systems you've used, such as CRM or project management software.
✨Showcase Your Communication Abilities
As an IFA Administrator, you'll need to communicate effectively with clients and colleagues. Be ready to provide examples of how you've handled client queries or correspondence in the past, showcasing your ability to maintain professionalism and clarity.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle various situations. Think about how you would gather financial data for new clients or prepare for client reviews, and be ready to explain your thought process.
