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- Tasks: Support Financial Planners with administrative tasks and client queries.
- Company: Join a progressive firm known for bespoke financial advice and strong client relationships.
- Benefits: Enjoy a competitive salary, pension, and unique employee benefits package.
- Why this job: Great opportunity to grow in finance while working in a supportive team environment.
- Qualifications: No specific experience required; just a willingness to learn and adapt.
- Other info: Ideal for high school or college students looking to kickstart their career in finance.
The predicted salary is between 16800 - 28000 £ per year.
Job Description IFA Administrator Halifax Salary up to £28,000 (Experience dependant) Death in service 5% Pension Yulife Employee benefits package Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring IFA Administrator to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present Administrative support. Responsibilities: Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion. Have an understanding of 3rd party providers platforms and processing times Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion. Investigate and handle any client/consultant queries Manage post relating to new business cases. Dealing with client/provider queries over the phone and via email. Understand our internal compliance procedures and the requirements of 3rd party providers
IFA Administrator employer: Medlock Partners
Contact Detail:
Medlock Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarize yourself with the key responsibilities of an IFA Administrator. Understanding processes like Transfers, Top Ups, and Withdrawals will give you a solid foundation to discuss during your interview.
✨Tip Number 2
Research the company’s approach to client management and their relationship with third-party providers. This knowledge will help you demonstrate your interest in their operations and how you can contribute.
✨Tip Number 3
Practice handling client queries effectively. Since you'll be dealing with clients over the phone and via email, showcasing your communication skills can set you apart from other candidates.
✨Tip Number 4
Highlight any experience you have with compliance procedures or financial platforms. This will show that you are prepared to navigate the regulatory landscape of the financial services industry.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration and any specific skills related to processing transfers, withdrawals, and client management. Use keywords from the job description to catch the employer's attention.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of the responsibilities listed, such as managing workloads and handling client queries, and explain how your background makes you a great fit.
Showcase Relevant Skills: In your application, emphasize your organizational skills and ability to manage multiple tasks efficiently. Highlight any experience with client management systems or compliance procedures, as these are crucial for the IFA Administrator role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial planning industry.
How to prepare for a job interview at Medlock Partners
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services that the firm offers. Being able to discuss these confidently will show your enthusiasm and readiness for the role.
✨Demonstrate Organizational Skills
Since the role involves managing your individual workload, be prepared to discuss how you prioritize tasks and manage your time effectively. Share examples from past experiences where you successfully handled multiple responsibilities.
✨Familiarize Yourself with Compliance Procedures
Understanding compliance is crucial in this role. Brush up on relevant regulations and internal compliance procedures to demonstrate your commitment to maintaining high standards.
✨Prepare for Client Interaction Scenarios
You may be asked how you would handle client queries or complaints. Think through potential scenarios and prepare responses that highlight your problem-solving skills and customer service orientation.
