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- Tasks: Process new business applications and create client illustrations in a dynamic team.
- Company: Award-winning Chartered Financial Planners based in Altrincham.
- Benefits: Up to £30,000 salary, flexible hours, hybrid working, and support for professional exams.
- Why this job: Join a vibrant team and work with high-net-worth clients in an exciting environment.
- Qualifications: Experience in financial planning and strong communication skills required.
- Other info: Opportunity for career growth in a young and lively team.
The predicted salary is between 30000 - 30000 £ per year.
NEW & EXCLUSIVE ROLE - IFA ADMINISTRATOR
LOCATION | Altrincham
SALARY | Up to 30,000
FLEXIBLE WORKING HOURS & HYBRID WORKING PATTERN
NJR Recruitment are working exclusively and in partnership with a large and award-winning firm of Chartered Financial Planners based in the heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience working within Financial Planning.
Forming part of the business who specialise in advising HNW Clients, the successful candidate will join a vibrant, outgoing and lively team. Working alongside the Advisers and Paraplanners, our client is looking for someone who can 'hit the ground' running offering previous experience in a similar environment. Knowledge of Back Office Systems and Provider Platforms is required, as are outstanding communication and interpersonal skills.
Daily duties will be varied consisting of:
- Processing new business applications - Pensions & Investments
- Creating Client Illustrations & Valuations
- Use of Provider Platforms
- Liaising with very HNW Clients and sports professionals
- Diary management and organising Consultants' diaries
This is a growing, young, and lively team. Candidates should be highly professional with the ability to interact and work well as part of a team. Those who are keen to undertake professional exams will be fully supported. An excellent technical ability alongside a 'switched on' work manner is required.
REF: NJR16595
IFA Administrator in Altrincham employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Altrincham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of back office systems and provider platforms. Be ready to discuss your previous experience with pensions and investments, as well as how you can contribute to the vibrant team culture.
✨Tip Number 3
Show off your communication skills! During interviews, make sure to demonstrate your ability to liaise effectively with high-net-worth clients. Share examples of how you've managed client relationships in the past to highlight your interpersonal skills.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can give you a better chance of standing out in the crowd.
We think you need these skills to ace IFA Administrator in Altrincham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial planning and any relevant back office systems you've used. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our vibrant team. Share specific examples of your past experiences that relate to the job description, especially your communication skills and ability to manage diaries.
Show Off Your Technical Skills: Since this role requires excellent technical ability, don’t forget to mention any software or platforms you’re familiar with. We love candidates who can hit the ground running, so let us know how you can contribute from day one!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at NJR Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the specific duties mentioned in the job description. Familiarise yourself with back office systems and provider platforms, as these are crucial for the role. Being able to discuss your previous experience confidently will show that you’re ready to hit the ground running.
✨Show Off Your Communication Skills
Since you'll be liaising with high-net-worth clients, it’s essential to demonstrate your outstanding communication and interpersonal skills. Practice articulating your thoughts clearly and concisely, and think of examples where you've successfully interacted with clients or team members in the past.
✨Be Team-Oriented
This role is all about working alongside advisers and paraplanners, so highlight your ability to work well in a team. Prepare examples of how you've collaborated with others in previous roles, and express your enthusiasm for being part of a vibrant and lively team environment.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. This could be about the company culture, opportunities for professional development, or specifics about the team you'll be joining. It shows you're genuinely interested in the role and helps you assess if it's the right fit for you.