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- Tasks: Assist with client queries, manage appointments, and maintain office records.
- Company: Join Nelson Scott, a dynamic firm in the financial services sector.
- Benefits: Enjoy a supportive work environment with opportunities for growth and development.
- Why this job: Gain valuable experience in administration while contributing to client satisfaction and team success.
- Qualifications: Strong organisational skills and attention to detail are essential; no prior experience required.
- Other info: This role is perfect for those looking to kickstart their career in a professional setting.
The predicted salary is between 24000 - 36000 £ per year.
Client: Nelson Scott
Location: South East England, United Kingdom
Job Category: Other - EU work permit required: Yes
Job Reference: df78330b9c04
Job Views: 3
Posted: 02.06.2025
Expiry Date: 17.07.2025
Job Description:
- Answer and transfer telephone calls or take messages
- Schedule appointments and receive customers or visitors
- Maintain office filing
- Information gathering and management
- General photocopying and scanning
- Sort and deliver incoming mail and send outgoing mail
- Create and maintain client records and databases
- Deal with client queries
- Liaise with our back office for account maintenance, payments & updates
- Typing - reports and correspondence
- Stationery / supplies ordering
- Processing new business applications
- Speaking with providers to obtain information relating to clients' policies
- Sending letters of authority to providers
Key Skills:
- Organisation and planning
- Work and time management
- Verbal and written communication skills
- Attention to detail
- Knowledge of administrative & clerical procedures
IFA Administrator/Assistant employer: Nelson Scott
Contact Detail:
Nelson Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator/Assistant
✨Tip Number 1
Network with professionals in the financial services sector, especially those who work as IFA Administrators or Assistants. Attend industry events or join relevant online forums to connect with potential employers and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the specific software and tools commonly used in the IFA sector. Being proficient in these can set you apart from other candidates and show your commitment to the role.
✨Tip Number 3
Prepare for potential interviews by practising common questions related to administrative tasks and client management. Demonstrating your organisational skills and attention to detail will be crucial.
✨Tip Number 4
Research Nelson Scott and their values. Tailoring your approach to align with their company culture can make a significant difference in how you present yourself during any interactions.
We think you need these skills to ace IFA Administrator/Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the IFA Administrator/Assistant role. Focus on your organisational skills, attention to detail, and any previous administrative experience.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your ability to manage client queries, maintain records, and your proficiency in communication. Show enthusiasm for the role and the company.
Highlight Relevant Skills: In your application, emphasise key skills such as time management, verbal and written communication, and knowledge of administrative procedures. Use examples from past experiences to demonstrate these skills.
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 crucial for this role.
How to prepare for a job interview at Nelson Scott
✨Showcase Your Organisational Skills
As an IFA Administrator/Assistant, organisation is key. Be prepared to discuss specific examples of how you've managed multiple tasks or projects in the past. Highlight any tools or methods you use to stay organised.
✨Demonstrate Attention to Detail
This role requires a keen eye for detail. During the interview, mention instances where your attention to detail has made a difference, such as catching errors in documents or ensuring accurate client records.
✨Prepare for Client Interaction Scenarios
Since you'll be dealing with client queries, think about how you would handle various situations. Prepare to role-play or discuss how you would respond to a difficult client or manage conflicting priorities.
✨Familiarise Yourself with Administrative Procedures
Brush up on common administrative and clerical procedures relevant to the financial sector. Being able to speak knowledgeably about these processes will demonstrate your readiness for the role.
