At a Glance
- Tasks: Support clients and the Director in delivering top-notch financial services.
- Company: Join a Chartered Financial Planner with a focus on client satisfaction.
- Benefits: Competitive salary, performance bonuses, and support for CII qualifications.
- Other info: Flexible working options available in a supportive environment.
- Why this job: Gain valuable experience in wealth management while making a real difference.
- Qualifications: Experience in Wealth Management Administration and strong IT skills required.
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
The Ideal Person:
- 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.
Ifa Administrator in Quorndon employer: North Oak Recruitment
Join a dynamic team at a Chartered Financial Planner in Loughborough, where you will play a pivotal role as an IFA Administrator. With a strong focus on employee development, the company offers support for CII qualifications and fosters a collaborative work culture that values client service excellence. Enjoy competitive salary packages, performance-related bonuses, and the flexibility of part-time or hybrid working arrangements, making it an ideal workplace for those seeking meaningful career growth in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Ifa Administrator in Quorndon
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who might know about IFA roles. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by practising common questions related to IFA administration. Think about how your experience with Intelliflo and client communication can shine through. We want you to feel confident and ready to impress!
✨Tip Number 3
Showcase your skills! Bring along examples of Suitability Reports you've prepared or any compliance processes you've managed. This will demonstrate your hands-on experience and make you stand out.
✨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 the initiative to connect directly with us.
We think you need these skills to ace Ifa Administrator in Quorndon
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 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 make sure your CV and cover letter are well-structured and easy to read.
Highlight Your Initiative:We love candidates who can work independently and efficiently. In your application, mention specific examples where you've taken the initiative or managed your workflow effectively. This will show us you’re ready to hit the ground running!
Apply Through Our Website:To make sure your application gets to us quickly and securely, apply through our website. It’s the best way to ensure we receive your up-to-date CV and can respond to you within 10 days as promised!
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.
✨Show Off Your Communication Skills
Since you'll be liaising with clients and handling queries, practice articulating your thoughts clearly. Consider preparing a few examples of how you've successfully communicated complex information in the past. This will demonstrate your verbal and written communication skills effectively.
✨Demonstrate Your Initiative
The role requires someone who can work independently and manage their workflow. Think of instances where you've taken the initiative in previous roles, whether it was streamlining a process or solving a problem without being asked. Share these stories during your interview.
✨Prepare for Compliance Questions
Compliance is key in this role, so be ready to discuss how you've ensured adherence to regulations in your past positions. Familiarise yourself with common compliance requirements in financial services, as this will show that you understand the importance of this aspect of the job.
