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- Tasks: Support Directors and Advisors with administrative tasks and client interactions.
- Company: Independent Financial Advisory firm focused on tailored financial solutions.
- Benefits: Flexible part-time hours, gain valuable experience in finance, and develop your skills.
- Other info: Great opportunity for career growth and to start your journey in financial planning.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: 1-3 years admin experience in finance; knowledge of investments is a plus.
The predicted salary is between 15 - 20 £ per hour.
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients' needs. We are urgently seeking a part-time Investment / IFA Administrator to join the existing Administrative teams. You will be responsible for supporting both the Directors and the Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
Specifically, you will:
- Process and monitor all new business applications for both Directors and Financial Advisors, liaising with clients and product providers.
- Maintain a strict diary system for all cases submitted and provide regular updates on cases and their development.
- Ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements.
- Provide support to Directors and Advisors with regards to client valuations, key client reviews, collation/completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients.
We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory firm. It would be to your advantage if you have any knowledge or understanding of investments, pensions, life assurance, permanent health insurance and personal tax. It would also be to your advantage if you have started any studies towards a Diploma in Financial Planning.
Part-time IFA Administrator employer: Lime People Search & Select
Contact Detail:
Lime People Search & Select Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Part-time IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Let them know you're on the lookout for a part-time IFA Administrator role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of investments, pensions, and AML requirements. We want you to feel confident when discussing how you can support Directors and Advisors in their day-to-day tasks.
✨Tip Number 3
Show off your organisational skills! Create a mock diary system to demonstrate how you'd manage case updates and client interactions. This will really impress potential employers and show them you’re ready to hit the ground running.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Part-time IFA 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 relevant administrative roles you've had, especially in financial advisory settings, to show us you're a great fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in the IFA Administrator role and how your background aligns with our needs. Keep it friendly and professional – we want to get to know you!
Showcase Your Attention to Detail: Since the role involves compliance and monitoring, make sure your application is free from typos and errors. This shows us that you take pride in your work and understand the importance of accuracy in our industry.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at Lime People Search & Select
✨Know Your Stuff
Make sure you brush up on financial terminology and concepts relevant to the role. Familiarise yourself with terms like AML, investments, and pensions. This will not only show your interest but also your understanding of the industry.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your administrative skills, especially in a financial context. Think about times when you successfully managed client communications or maintained compliance – these stories will resonate well.
✨Ask Smart Questions
Come prepared with insightful questions about the company’s approach to client management or their team dynamics. This shows that you’re genuinely interested in how they operate and that you’re thinking about how you can fit into their culture.
✨Be Organised
Since the role involves managing diaries and documentation, demonstrate your organisational skills during the interview. Bring a neat folder with copies of your CV, references, and any notes you’ve made about the company and the role.