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- Tasks: Support financial advisers by researching and preparing client recommendations.
- Company: Join a vibrant financial planning practice known for bespoke solutions for high net worth clients.
- Benefits: Enjoy a salary up to £27,000, private health care, and exam support of £500 per passed exam.
- Why this job: This role offers growth opportunities and a supportive team culture focused on professional development.
- Qualifications: Ideal candidates should have 2 years in financial services and be working towards Level 4 CII Diploma.
- Other info: Opportunity to progress into a Trainee Paraplanner role.
Location: Stamford
Salary: up to £27,000
- 3x Death in service
- Private Health Care
- Exam support - £500 for each passed exam!
NJR are currently representing a well-established Financial Planning practice known for providing bespoke solutions to a growing client bank of high net worth individuals. As a result of their continued growth, they are now seeking a technically minded IFA Administrator to join their team. Our client offers a vibrant working culture and works very much as a team. They are also supportive of working towards industry exams and encourage development, and therefore the successful candidate will have a short-term opportunity to progress into a Trainee Paraplanner.
Responsibilities & Accountabilities:
- To determine and deliver the most appropriate solutions and providers
- Collating information from existing pension/investment portfolios
- Undertake the necessary research and analysis including fund analysis, product comparison, product analysis, fund research and charges analysis to enable a sound client recommendation to be made
- Working through adviser fact finds and supporting material
- Construct Suitability Reports for advisers
- Create cash flow (retirement income) reports for advisers
- Provide all support material for client recommendation including illustrations and application documents
- Provide technical support to the adviser
- Preparation of annual client reviews
- Liaise effectively with clients, product providers, associations and other departments
- All the above in a compliant manner as set down by the company and the regulator's procedures
- Undertaking any other reasonable duties as requested by management/directors
Ideally candidates applying for the above role should offer the following:
- Working towards or willing to be Level 4 CII Diploma qualified
- Minimum of 2 years’ experience in the financial services industry
- Have a professional, proactive and positive attitude
- Analytical with a keen eye for detail
Our client is looking for someone with a can-do attitude, who can deliver a first-class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.
For further information please contact one of our specialist consultants quoting REF: NJR15692.
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, especially focusing on the roles and responsibilities of an IFA Administrator. Understanding the nuances of client interactions and compliance will give you a solid foundation to discuss during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with current IFA Administrators. This can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to demonstrate your analytical skills by reviewing case studies or examples of financial portfolios. Being able to discuss how you would approach fund analysis or suitability reports can set you apart from other candidates.
✨Tip Number 4
Showcase your willingness to learn and develop professionally. Research the Level 4 CII Diploma and be ready to discuss your plans for achieving this qualification during your interview, as it aligns with the company's support for exam progression.
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. Emphasise any roles where you've demonstrated analytical skills, attention to detail, and client relationship management.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the IFA Administrator role. Mention your willingness to work towards the Level 4 CII Diploma and how your previous experience aligns with the responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as research and analysis, report writing, and compliance knowledge. Use specific examples from your past experiences to illustrate these skills.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects professionalism and attention to detail, which is essential for this role.
How to prepare for a job interview at NJR Recruitment Ltd
✨Research the Company
Before your interview, take some time to research the financial planning practice. Understand their values, services, and the type of clients they work with. This will help you tailor your answers and show that you're genuinely interested in the role.
✨Prepare for Technical Questions
Given the technical nature of the IFA Administrator role, be ready to answer questions related to pension and investment portfolios. Brush up on your knowledge of fund analysis and product comparisons, as these are likely to come up during the interview.
✨Showcase Your Attention to Detail
As an IFA Administrator, attention to detail is crucial. Be prepared to discuss examples from your previous experience where your keen eye for detail made a difference. This could include preparing reports or ensuring compliance with regulations.
✨Demonstrate Your Can-Do Attitude
The company is looking for someone with a proactive and positive attitude. During the interview, share instances where you've gone above and beyond in your previous roles. This will highlight your commitment to providing excellent service and building strong relationships.
