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- Tasks: Support financial advisors with administration, client engagement, and compliance tasks.
- Company: Established IFA offering wealth management services to private and corporate clients.
- Benefits: Salary up to £30,000, excellent benefits including parking, and a supportive work environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: 2+ years in financial services administration, strong communication, and IT skills.
- Other info: Full-time role with opportunities for personal growth and development.
The predicted salary is between 24000 - 36000 £ per year.
My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years experience within financial services, to join their IFA administration support team. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount.
The Role:
- Letter of Authority administration and processes.
- Making of appointment packs/General administrative duties where required.
- Valuations.
- Telephoning providers.
- Letter writing/Photocopying.
- Prepare cash flow modelling (information gathering and understanding) & Prepare portfolio comparison analytics.
- Action fund switches & carry out attitude to risk questionnaires & produce no action and fund switch suitability letters.
- Adviser diary management, Booking then preparing new and existing client appointment packs.
- Regular engagement with clients and providers via telephone, email and letter.
- Maintain clear and compliant records.
- Attend departmental meetings and training.
- Process new business applications.
- Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly.
- Death claims informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner.
- Keep up to date with all relevant product, legislative and technical changes, as required.
Ideal skills/experience:
- Previous experience in an Administration role (minimum of 5 years), with 2 of those years being within the Financial Services sector.
- Thrives in a fast paced and accurate data input environment.
- Understanding of regulations/compliance (advantageous).
- 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).
- Excellent customer facing interactions, good administration skills/phone manner and IT skills.
- Well-presented.
- Self-motivated and organised, with a good work ethic.
- Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision.
- Able to stay focused on tasks, despite distractions and interruptions.
- 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.
This is a full-time position, 37.5 hours per week, 9 am 5 pm, (30 minutes unpaid lunch break), Monday to Friday.
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
IFA Technical Administrator in London 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 in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for an IFA Technical 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 compliance and regulations in financial services. Be ready to discuss how your experience aligns with the responsibilities listed in the job description, especially around client interactions and administrative tasks.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects simultaneously. This will demonstrate your ability to thrive in a fast-paced environment, which is key for this role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace IFA Technical Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially the skills mentioned in the job description. We want to see how your background aligns with what we're looking for!
Showcase Your Skills: Don’t just list your responsibilities; show us how you’ve excelled in previous roles. Use specific examples that demonstrate your ability to thrive in a fast-paced environment and your excellent customer service skills.
Be Clear and Concise: When writing your application, keep it straightforward. We appreciate clarity, so make sure your points are easy to read and get straight to the point. Avoid jargon unless it’s relevant to the role!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, we aim to respond within 10 days!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific duties of an IFA Technical Administrator. Familiarise yourself with terms like 'Letter of Authority' and 'cash flow modelling' so you can speak confidently about them during the interview.
✨Showcase Your Experience
Prepare to discuss your previous roles in administration, especially within financial services. Highlight specific examples where you've demonstrated your ability to manage client interactions, handle administrative tasks, and maintain compliance. This will show that you’re not just experienced, but also capable of delivering a first-class service.
✨Demonstrate Your Communication Skills
Since this role involves regular engagement with clients and providers, practice articulating your thoughts clearly and professionally. You might even want to role-play common scenarios, like handling a client query or explaining a process, to showcase your excellent phone manner and customer-facing skills.
✨Be Ready for Problem-Solving
Think of examples where you've had to identify and resolve issues in a timely manner. Whether it’s liaising with providers or managing new business applications, being able to demonstrate your problem-solving skills will set you apart as a candidate who can thrive in a fast-paced environment.
