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- Tasks: Support clients and the Director in delivering top-notch financial services.
- Company: Chartered Financial Planner with a focus on client satisfaction.
- Benefits: Competitive salary, performance bonuses, and support for CII qualifications.
- Why this job: Join a dynamic team and grow your career in wealth management.
- Qualifications: Experience in wealth management administration and strong IT skills.
- Other info: Flexible working options available and excellent career progression.
The predicted salary is between 26000 - 26000 £ per year.
Location: Nr Loughborough, Leicestershire
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 / Intelligent Office)
- Preparing Suitability Reports from templates
- Processing new business and ensuring smooth and timely completion
- Ensuring compliance requirements are adhered to
- Quotations and Valuations
- Wealth Management Administration experience
- Intelliflo / Intelligent Office / FE Analytics experience
- IT literate (Microsoft Office etc)
- Good verbal and written communication skills
- Ability to prepare accurate Suitability Reports
- Able to work independently, efficiently & accurately and to use own initiative
- Good time management skills with the ability to manage own workflow
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 Administrator in Loughborough employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Loughborough
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who might know about opportunities at firms like our client. A personal recommendation can really give you the edge.
✨Tip Number 2
Prepare for the interview by researching the company and its values. Show that you’re not just another candidate; you’re genuinely interested in what they do and how you can contribute to their success.
✨Tip Number 3
Practice your communication skills! Since the role involves liaising with clients, being able to articulate your thoughts clearly and confidently will set you apart. Consider mock interviews with friends or family.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple 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 in Loughborough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in wealth management administration and any relevant IT systems you've used, like Intelliflo or Intelligent Office. We want to see how your skills match what we're looking for!
Show Off Your Communication Skills: Since good verbal and written communication skills are key for this role, don’t shy away from showcasing them in your application. Use clear and concise language, and maybe even include examples of how you've effectively communicated with clients in the past.
Highlight Your Initiative: We love candidates who can work independently and take the initiative. In your application, mention specific instances where you’ve managed your own workflow or solved problems on your own. This will show us that you’re proactive and ready to hit the ground running!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to check out more about us and what we do!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management administration and the specific tools mentioned in the job description, like Intelliflo and Intelligent Office. Being able to discuss your experience with these systems will show that you're ready to hit the ground running.
✨Showcase Your Communication Skills
Since the role involves liaising with clients and handling queries, practice articulating your thoughts clearly. You might want to prepare examples of how you've effectively communicated in previous roles, especially when dealing with complex information.
✨Demonstrate Your Initiative
The ideal candidate should be able to work independently and manage their workflow. Think of instances where you've taken the initiative in past jobs, whether it was streamlining a process or solving a problem without being asked. This will highlight your proactive nature.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, be ready to discuss your understanding of compliance requirements and how you've ensured adherence in previous positions. This shows that you take regulations seriously and can maintain high standards.