Senior IFA Admistrator

Senior IFA Admistrator

Stockport Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support financial advisers by managing client accounts and providing top-notch customer service.
  • Company: Join one of the largest independent financial adviser teams in the North West.
  • Benefits: Enjoy 26 holidays, hybrid work options, flexible hours, and a company pension scheme.
  • Why this job: Be part of a client-focused culture that values your contributions and offers growth opportunities.
  • Qualifications: No specific qualifications required; just bring your enthusiasm and willingness to learn!
  • Other info: Performance-related bonuses and access to exclusive discounts through our Benefit Hub.

The predicted salary is between 36000 - 60000 £ per year.

Our Client has one of the largest and most respected teams of independent financial advisers in the North West and Nationwide. They are a service orienated organisation where the client is at the cente of everything they do. With clients ranging from indviduals to blue chip corporates, they ensure that the advice and service they deliver is right all the time. They currently have an open position …

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Senior IFA Admistrator employer: NJR Recruitment

Our Client is an exceptional employer, offering a supportive and service-oriented work environment where the client is always at the forefront. With flexible working hours, a generous holiday allowance, and opportunities for professional growth, employees can thrive both personally and professionally. The company's commitment to employee well-being is further enhanced by benefits such as a company pension scheme, performance-related bonuses, and access to a comprehensive Benefit Hub.
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Contact Detail:

NJR Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior IFA Admistrator

✨Tip Number 1

Familiarize yourself with the financial services industry, especially independent financial advice. Understanding the key terms and processes like transfers, withdrawals, and fund switches will help you stand out during the interview.

✨Tip Number 2

Highlight your customer service skills. Since this role is client-focused, be prepared to share specific examples of how you've provided excellent support in previous positions.

✨Tip Number 3

Demonstrate your ability to work in a hybrid environment. Share experiences where you've successfully managed tasks remotely and maintained communication with your team.

✨Tip Number 4

Research the company culture and values. Showing that you align with their service-oriented approach and commitment to clients will make a positive impression on the hiring team.

We think you need these skills to ace Senior IFA Admistrator

Customer Service Excellence
Administrative Skills
Attention to Detail
Financial Services Knowledge
Client Relationship Management
Time Management
Problem-Solving Skills
Communication Skills
Organizational Skills
Proficiency in Financial Software
Data Entry Accuracy
Ability to Work Under Pressure
Team Collaboration
Adaptability to Change

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly read the job description for the Senior IFA Administrator position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in client support or financial services. Use specific examples that demonstrate your ability to provide excellent customer service and administrative support.

Showcase Your Skills: Make sure to highlight skills that are relevant to the role, such as attention to detail, organizational abilities, and proficiency in processing financial transactions. Mention any software or tools you are familiar with that may be beneficial for the position.

Craft a Compelling Cover Letter: Write a personalized cover letter that explains why you are interested in the position and how your background makes you a great fit. Be sure to convey your enthusiasm for working in a service-oriented organization and your commitment to client satisfaction.

How to prepare for a job interview at NJR Recruitment

✨Understand the Client-Centric Approach

Make sure to emphasize your understanding of a client-centric approach during the interview. Discuss how you prioritize client needs and provide examples from your past experiences where you successfully managed client relationships.

✨Showcase Your Administrative Skills

Prepare to discuss your administrative skills in detail. Highlight your experience with processing financial transactions, managing documentation, and any relevant software tools you have used. Be ready to explain how these skills will help you support the consultants effectively.

✨Demonstrate Flexibility and Adaptability

Since the role offers hybrid working and flexible hours, be prepared to talk about your ability to adapt to different working environments. Share examples of how you've successfully managed your time and workload in previous roles, especially in a hybrid or remote setting.

✨Prepare Questions About Company Culture

Research the company's culture and values, and prepare thoughtful questions to ask during the interview. This shows your genuine interest in the organization and helps you determine if it's the right fit for you. Ask about team dynamics, support for professional development, and how they ensure a client-focused service.

Senior IFA Admistrator
NJR Recruitment
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  • Senior IFA Admistrator

    Stockport
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-02-06

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    NJR Recruitment

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