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- Tasks: Join our team as an IFA Technical Administrator, handling client communications and administrative tasks.
- Company: We're a well-established IFA providing wealth management advice to private and corporate clients.
- Benefits: Enjoy a salary up to £30,000, excellent benefits, and free parking.
- Why this job: Be part of a dynamic team, enhance your skills, and make a real impact in financial services.
- Qualifications: Must have 2 years' experience in financial services and strong admin skills.
- Other info: Full-time role, Monday to Friday, with opportunities for personal growth.
The predicted salary is between 24000 - 36000 £ per year.
Job Description
Liaising with family members in an empathising manner.\\n * Keep up to date with all relevant product, legislative and technical changes, as required.\\nIdeal skills/experience:\\n * Previous experience in an Administration role (minimum of 5 years), with 2 of those years being within the Financial Services sector.\\n * Thrives in a fast paced and accurate data input environment.\\n * Understanding of regulations/compliance (advantageous).\\n * A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g.,back-office system (Xplan/Curo).\\n * Excellent customer facing interactions, good administration skills/phone manner and IT skills\\n * Well-presented.\\n * Self-motivated and organised, with a good work ethic.\\n * Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision.\\n * Able to stay focused on tasks, despite distractions and interruptions.\\n * Be an integral part of the team – a good communicator, willing to input new ideas and suggestions to improve process & flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change.\\n * This is a full-time position, 37.5 hours per week, 9 am – 5 pm, (30 minutes unpaid lunch break), Monday to Friday.\\nIf this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days.
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IFA Technical Administrator employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Technical Administrator
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, like Xplan or Curo. If you haven't used them before, consider watching tutorial videos or taking online courses to get a head start.
✨Tip Number 2
Brush up on your knowledge of financial regulations and compliance. Understanding these aspects will not only help you in the role but also show your commitment to delivering a first-class service.
✨Tip Number 3
Prepare for potential interview questions by thinking about your previous experiences in administration and how they relate to the responsibilities listed in the job description. Be ready to discuss specific examples that highlight your skills.
✨Tip Number 4
Network with professionals in the financial services sector. Engaging with others in the industry can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace IFA Technical Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services, particularly any administrative roles. Emphasise your skills in customer service and data management, as these are crucial for the IFA Technical Administrator position.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the requirements of the role. Mention your enthusiasm for providing first-class service and how your previous experience aligns with the responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Microsoft Word, Excel, and Outlook. If you have experience with back-office systems like Xplan or Curo, be sure to mention this as it will set you apart from other candidates.
Proofread Your Application: Before submitting, double-check your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for the role of an IFA Technical Administrator.
How to prepare for a job interview at North Oak Recruitment
✨Know Your CV Inside Out
Before the interview, make sure you can discuss every detail on your CV. Be prepared to explain your previous roles, especially your experience in financial services, as this is crucial for the IFA Technical Administrator position.
✨Demonstrate Your Customer Service Skills
Since the role involves regular engagement with clients, be ready to share examples of how you've provided excellent customer service in the past. Highlight any specific situations where you resolved issues or improved client satisfaction.
✨Familiarise Yourself with Relevant Regulations
Understanding compliance and regulations in financial services is advantageous. Brush up on key regulations that may affect the role and be prepared to discuss how you ensure compliance in your work.
✨Show Your Organisational Skills
The job requires strong organisational abilities, so think of examples that showcase your time management and multitasking skills. Be ready to explain how you prioritise tasks and maintain clear records in a fast-paced environment.
