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For Companies At a Glance
- Tasks: Support Financial Planners and enhance client experiences through administrative tasks.
- Company: Join a dynamic financial planning team in London focused on client success.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday options.
- Why this job: Grow personally and professionally with structured training and mentorship from experienced professionals.
- Qualifications: Experience in financial services is preferred; strong communication and organisational skills are essential.
- Other info: Opportunity to collaborate with Investment Managers and pursue ongoing qualifications.
The predicted salary is between 28800 - 43200 £ per year.
For: Client Admin
What will you be doing?
With recent promotions in the team, we have created this exciting opportunity for an ambitious individual to join our Financial Planning for our office in London. You will be responsible for providing full administrative support to at least one Financial Planner, as well as building relationships with clients to deliver a positive and sleek client experience.
What’s in it for me?
As a Client Administrator, you will be supported to grow personally and professionally. You will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications. We also have a team of experienced Investment Managers and Financial Advisers with whom you will have the opportunity to collaborate and learn.
As a Client Administrator, your responsibilities will include among others:
- To work closely with the aligned Financial Planners to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- Liaise with operational teams where support is provided on activities, e.g., scripts, transfers, corporate actions, static data changes, where applicable.
- Preparation of meeting packs and valuations (as required).
- Maintain back-office systems and client records in line with the company policies.
Qualifications:
- Proven experience working in the financial services industry focusing on investment and/or pension products.
- An ambition to build a career within a financial services firm, with a willingness to learn and develop.
- A strong ethic of client service.
- Studying towards an accredited Level 4 qualification preferred but not essential.
- Strong (verbal and written) communication skills with an ability to build relationships.
- The ability to fully plan workload and display excellent organisational skills.
- Ability to use judgement and reasoning to propose solutions to problems.
Additional information:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
IFA Administrator employer: Nelson Scott
Contact Detail:
Nelson Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Financial Planners or Administrators. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning and investment products. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss your organisational skills and how you've successfully managed workloads in previous roles. Be ready to provide examples of how you've built relationships with clients or colleagues to enhance service delivery.
✨Tip Number 4
Show enthusiasm for continuous professional development. Research the training programmes and qualifications offered by StudySmarter and express your eagerness to participate in these opportunities during your conversations with us.
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 the financial services industry, particularly focusing on investment and pension products. Emphasise any administrative roles you've held and your ability to build client relationships.
Craft a Compelling Cover Letter: In your cover letter, express your ambition to grow within the financial services sector. Mention your willingness to learn and develop, and how you can contribute to delivering excellent client outcomes as a Client Administrator.
Showcase Communication Skills: Since strong verbal and written communication skills are essential for this role, consider including examples of how you've successfully built relationships with clients or colleagues in previous positions.
Highlight Organisational Skills: Demonstrate your organisational skills by providing specific examples of how you've effectively managed workloads or planned tasks in past roles. This will show your ability to handle the responsibilities of the Client Administrator position.
How to prepare for a job interview at Nelson Scott
✨Show Your Financial Knowledge
Make sure to brush up on your knowledge of investment and pension products. Being able to discuss these topics confidently will demonstrate your understanding of the industry and your commitment to the role.
✨Emphasise Client Relationship Skills
Since building relationships with clients is key, prepare examples from your past experiences where you successfully managed client interactions. Highlight your communication skills and how you ensure a positive client experience.
✨Demonstrate Organisational Skills
Be ready to discuss how you manage your workload and prioritise tasks. Providing specific examples of how you've organised projects or handled multiple responsibilities will show that you're capable of maintaining efficiency in a busy environment.
✨Express Your Willingness to Learn
The company values personal and professional growth, so convey your eagerness to learn and develop within the financial services sector. Mention any relevant courses or qualifications you are pursuing or plan to pursue.
