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For Companies At a Glance
- Tasks: Support advisors and paraplanners with back-office tasks for top-notch client service.
- Company: Join a respected Chartered Wealth Management firm in Wigan, known for excellence.
- Benefits: Competitive salary up to £30,000 and a supportive team environment.
- Why this job: Gain valuable experience in finance while working in a dynamic and professional setting.
- Qualifications: 5+ years in an IFA environment with strong IT and interpersonal skills required.
- Other info: Opportunity to develop your career in a reputable financial services firm.
The predicted salary is between 24000 - 36000 £ per year.
LOCATION | WIGAN
SALARY UP TO 30,000
One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm.
What you'll be doing:
- Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner
- Sort and allocate the post when necessary
- Meet and greet visitors when necessary
- Prepare client valuations and ensure back office system is updated (Intelligent Office)
- Prepare review packs when necessary
- Fully utilise back office system and ensure it is kept up to date with accurate information
- Process new business and follow up until policy issue
- Scan and file documents using the document management system (Papercloud)
- Process client withdrawals and Bed & ISA transfers
- Disinvest to ensure adviser charges are paid when necessary
- Complete fund switches on client portfolios
What you'd have:
- Excellent interpersonal skills both written and verbal
- Accurate with good attention to detail
- Excellent time management
- Excellent IT skills including knowledge of Microsoft Office products
- Detailed knowledge of the FCA's rules and requirements
- Broad knowledge of the financial services sector
- At least 5 years within an IFA environment
Please apply if you feel you meet the required skillset to have a chat with one of our consultants.
Ref: NJR15844
IFA Administrator employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the back-office systems mentioned in the job description, such as Intelligent Office and Papercloud. Having a solid understanding of these tools will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Brush up on your knowledge of FCA rules and requirements. Being well-versed in these regulations will show that you are serious about compliance and can contribute to maintaining the firm's high standards.
✨Tip Number 3
Practice your interpersonal skills by engaging in mock conversations or role-playing scenarios. This will help you feel more comfortable when answering calls and meeting clients, which is crucial for the IFA Administrator role.
✨Tip Number 4
Network with professionals in the financial services sector, especially those who have experience in an IFA environment. They can provide valuable insights and may even refer you to opportunities within their firms.
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 administration, particularly within the financial services sector. Emphasise your skills in back-office support and any specific software knowledge, such as Intelligent Office or Papercloud.
Craft a Strong Cover Letter: Write a cover letter that addresses the specific requirements mentioned in the job description. Mention your interpersonal skills, attention to detail, and time management abilities, providing examples of how you've demonstrated these in previous roles.
Highlight Relevant Experience: In your application, clearly outline your experience in an IFA environment and your understanding of FCA rules. This will show that you are well-prepared for the responsibilities of 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 crucial for the IFA Administrator role.
How to prepare for a job interview at NJR Recruitment
✨Showcase Your Interpersonal Skills
As an IFA Administrator, you'll need to demonstrate excellent interpersonal skills. Be prepared to discuss examples of how you've effectively communicated with clients and colleagues in previous roles.
✨Highlight Your Attention to Detail
Given the nature of the role, attention to detail is crucial. Bring up specific instances where your accuracy has positively impacted your work, especially in processing client information or managing documentation.
✨Demonstrate Your IT Proficiency
Familiarity with Microsoft Office and back-office systems like Intelligent Office is essential. Be ready to talk about your experience with these tools and how you've used them to improve efficiency in your previous positions.
✨Understand FCA Regulations
A solid understanding of the FCA's rules and requirements is vital for this role. Brush up on relevant regulations and be prepared to discuss how you have applied this knowledge in your past work within the financial services sector.
