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- Tasks: Assist clients with queries and organise financial planning reviews.
- Company: Join a dynamic financial services team in Winnersh.
- Benefits: Flexible hours available, competitive salary, and opportunities for personal development.
- Why this job: Gain valuable experience in finance while working collaboratively in a supportive environment.
- Qualifications: 1+ years in financial services; strong communication and IT skills required.
- Other info: Opportunity to work part-time or full-time, with a focus on continuous learning.
The predicted salary is between 25000 - 35000 £ per year.
[vc_row][vc_column][vc_column_text]IFA Administrator / Financial Planning Administrator
Winnersh
£30,000 – £35,000
FULL TIME OR PART TIME HOURS
37.5 hours per week or 20-30 hours
My client is seeking a IFA Administrator based in Winnersh. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors. The ideal candidate will have experience working within Financial Services/Planning and working alongisde Financial Advisors.
Duties
Quickly and effectively deal with queries from clients through clear and thorough communication.
Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO).
Collect, collate, and record client policy information and critical data in accordance with the principles of KYC.
Obtain policy information, quotes, illustrations, and product details.
New client on-boarding from initial contact until funds are invested.
Process and submit new business to providers and ensure applications are completed efficiently.
Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues.
Organising financial planning annual reviews with clients on behalf of the Financial Adviser.
Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements.
Be proficient sending critical client data by DocuSign and other electronic methods.
Create, schedule, and manage follow up tasks relating to client meetings, ad-hoc requests, and new business submissions on iO.
Comply with internal and FCA compliance policies and procedures, ensuring all client data and information remain confidential and compliant e.g., AML & GDPR
Commit to continuous personal development.
Assist and work collaboratively with other members of the Administration and Paraplanning team.
On a day-to-day basis you may be required to peer review colleague work, which could include new applications, written correspondence, and technical fund switches on provider platforms.
Experience & Qualifications
A minimum of 1 years experience within the financial services industry.
Experience using iO is desired, but not essential.
Strong technical knowledge of investments, pensions, and family wealth planning.
Excellent written and verbal communication skills are essential.
A very high attention to detail and accuracy is also essential.
Demonstratable experience delivering the highest level of service to clients.
Excellent IT skills and proficiency on Microsoft Office packages, with an intermediate knowledge of Excel.
Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements.
Industry qualifications are desired, but not essential.[/vc_column_text][/vc_column][/vc_row]
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IFA Administrator / Financial Planning Administrator employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator / Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the iO system, as it's mentioned in the job description. Even if you haven't used it before, understanding its functionalities can give you an edge during interviews.
✨Tip Number 2
Brush up on your knowledge of investments, pensions, and family wealth planning. Being able to discuss these topics confidently will demonstrate your expertise and commitment to the role.
✨Tip Number 3
Prepare examples of how you've delivered excellent client service in previous roles. This will help you showcase your ability to handle client queries effectively, which is a key part of the job.
✨Tip Number 4
Network with professionals in the financial services industry. Engaging with others can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace IFA Administrator / Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and administration. Emphasise any roles where you've worked alongside Financial Advisors, as this is crucial for the position.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Use examples from your past experience to demonstrate your ability to handle client queries and maintain accurate records.
Showcase Communication Skills: Since excellent written and verbal communication skills are essential, consider including a brief section in your application that illustrates how you've effectively communicated with clients or colleagues in previous roles.
Highlight Attention to Detail: Given the importance of accuracy in this role, provide specific examples of how you've demonstrated attention to detail in your work. This could include managing client data or ensuring compliance with regulations.
How to prepare for a job interview at Mulberry Recruitment
✨Showcase Your Communication Skills
As an IFA Administrator, clear and effective communication is key. Be prepared to demonstrate your ability to handle client queries and articulate complex financial information in a straightforward manner during the interview.
✨Highlight Your Attention to Detail
Given the importance of accuracy in this role, share examples from your past experience where your attention to detail made a significant difference. This could include instances of maintaining client records or ensuring compliance with regulations.
✨Familiarise Yourself with iO
While experience with iO is desired but not essential, showing that you have researched the platform and understand its functionalities can set you apart. Mention any similar software you’ve used to demonstrate your adaptability.
✨Prepare for Technical Questions
Expect questions related to investments, pensions, and family wealth planning. Brush up on your technical knowledge and be ready to discuss how you would apply this knowledge in real-world scenarios to support Financial Advisors.
