At a Glance
- Tasks: Support clients and manage queries while collaborating with the Director.
- Company: Chartered Financial Planner with a focus on client service.
- Benefits: Competitive salary, performance bonus, and support for CII qualifications.
- Other info: Flexible working options available, with opportunities for career growth.
- Why this job: Join a dynamic team and enhance your skills in financial planning.
- Qualifications: Experience in administration and strong communication skills.
The predicted salary is between 26000 - 26000 £ per year.
Salary c£26,000 depending on experience + benefits and performance related bonus.
Full time position, office based, although consideration may be given to part time and hybrid working.
My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator. The role will be varied and you will work closely with the Director, in providing a first-class service to their clients. Should you wish to work towards taking CII qualifications then this can be supported.
Main responsibilities:
- Liaising with clients and handling queries
- Working closely with the Director
- Working closely with the Company’s Network, ensuring that all practices and procedures are implemented and followed effectively
- Utilising the IT systems to their fullest in order to achieve the best client outcomes (Intelliflo)
IFA Administrator employer: North Oak Recruitment
As an Investment Administrator at our Leicester office, you will join a company that has prioritised client satisfaction for over 40 years, fostering a culture of excellence and collaboration. With a competitive salary of up to £33,000 and a hybrid working option, we offer exceptional benefits and ample opportunities for professional growth, making it an ideal environment for those seeking a rewarding career in investment client servicing.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who might know about IFA roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their success.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and authentic, so don’t just memorise answers—make them your own!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight relevant experience and skills that match the job description, like client liaison and IT system proficiency. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a perfect fit. Don’t forget to mention your interest in pursuing CII qualifications – we love to support growth!
Showcase Your Communication Skills:As an IFA Administrator, communication is key. In your application, demonstrate your ability to handle queries and liaise with clients effectively. We’re looking for someone who can provide that first-class service we pride ourselves on!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the role of an IFA Administrator. Familiarise yourself with the tools mentioned in the job description, like Intelliflo, so you can confidently discuss how you would use them to enhance client outcomes.
✨Showcase Your Communication Skills
Since you'll be liaising with clients and handling queries, practice articulating your thoughts clearly. Prepare examples from your past experiences where you've successfully resolved client issues or improved communication processes.
✨Demonstrate Team Spirit
This role involves working closely with the Director and the Company’s Network. Think of instances where you've collaborated effectively in a team setting. Be ready to share how you can contribute to a positive team dynamic and support your colleagues.
✨Ask Smart Questions
Prepare insightful questions about the company’s practices and procedures. This shows your genuine interest in the role and helps you understand how you can fit into their culture and contribute to their goals.
