Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners and ensure client satisfaction through various administrative tasks.
- Company: Join a well-established firm of Independent Financial Planners in Glasgow.
- Benefits: Enjoy hybrid working, life assurance, exam support, health cash plan, and flexible hours.
- Why this job: Be part of a supportive team that values client relationships and regulatory standards.
- Qualifications: Experience in financial services, particularly in Pensions & Investments, is essential.
- Other info: Ideal for detail-oriented individuals who thrive in a dynamic environment.
We are delighted to be recruiting for a well established firm of Independent Financial Planners who are looking for an experienced Administrator to join their team. Working full time from their office based in the Glasgow area, you will be providing full support to the Financial Planners, ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards.
Responsibilities:
- Processing new business
- Working on provider platforms
- General administration
- Preparing files for client visits
- Producing Valuations and Illustrations
- Liaise with both internal and external stakeholders by telephone, letter and E-mail
- Maintenance of all administration systems
- Ensuring that all client data is accurate and up to date
- Maintenance of diary management system
- Ensuring that daily workflow is completed in line with SLA's
- Ensure appropriate documentation is scanned and attached to the relevant client records
This role will suit someone who has been working within the financial services industry and who has experience within the Pensions & Investments arena and ideally be experienced with Intelligent Office. The successful candidate will also need to have excellent attention to detail skills, as well as the ability to provide a first class service to both their Clients and Consultants.
For further information please contact one of our specialist consultants quoting REF: NJR15485.
Ifa Administrator employer: NJR Recruitment Ltd
Contact Detail:
NJR Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Ifa Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly in Pensions and Investments. Understanding the key concepts and terminology will help you engage more effectively during interviews and demonstrate your knowledge.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work with Independent Financial Planners. Attend industry events or join relevant online forums to make connections that could lead to job opportunities.
✨Tip Number 3
Gain hands-on experience with administration systems like Intelligent Office. If you haven't used it before, consider taking an online course or tutorial to boost your skills, as familiarity with this software can set you apart from other candidates.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle client interactions and administrative tasks. Think of examples from your past experience that showcase your attention to detail and customer service skills.
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 in pensions and investments. Emphasise any previous roles where you provided administrative support to financial planners.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as attention to detail and client communication, and provide examples of how you've demonstrated these in past roles.
Highlight Relevant Skills: Clearly outline your proficiency with administration systems and any experience with Intelligent Office. Mention your ability to maintain accurate client data and manage workflows effectively, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for the IFA Administrator position.
How to prepare for a job interview at NJR Recruitment Ltd
✨Know Your Financial Services Basics
Make sure you brush up on your knowledge of the financial services industry, especially in pensions and investments. Being able to discuss relevant topics confidently will show that you're well-prepared and understand the role.
✨Demonstrate Attention to Detail
Since this role requires excellent attention to detail, be ready to provide examples from your past experience where your meticulousness made a difference. This could be in processing client data or preparing files for meetings.
✨Familiarise Yourself with Intelligent Office
If you have experience with Intelligent Office, be prepared to discuss how you've used it in previous roles. If not, do some research on its functionalities and be ready to explain how you would adapt to using it.
✨Prepare Questions for Your Interviewers
Think of insightful questions to ask about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
