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For Companies At a Glance
- Tasks: Support financial planners and ensure seamless client service in a dynamic team.
- Company: Join a company that truly values its employees and fosters growth.
- Benefits: Enjoy a competitive salary, 31 days holiday, hybrid working, and more perks.
- Why this job: Be part of a supportive culture with opportunities for personal and professional development.
- Qualifications: Experience as an IFA Administrator is essential; strong communication skills are a plus.
- Other info: Located in Warwick, this role offers a balanced work-life with a 35-hour week.
The predicted salary is between 28800 - 38400 £ per year.
Are you an experienced IFA Administrator looking for your next challenge? Do you want to work for a company that truly values you? If so, look no further! An excellent opportunity for an experienced IFA Administrator to join a dynamic team where you'll play a key role in supporting financial planners and ensuring seamless client service.
Benefits:
- Competitive salary up to £32,000 (DOE)
- 31 Days Holiday (Including Bank Holiday)
- Holiday entitlement increases with length of service
- Location - Warwick
- Monday to Friday - 35 hours per week
- Pension auto-enrolment scheme
- Group Life Cover & Income Protection
- Hybrid working opportunities
- Employee Assistance Programme
- Financial Wellbeing Support
Role & Responsibilities:
- Process new business applications, ensuring compliance with FCA regulations
- Handle client queries, prepare valuations, and maintain accurate client records
- Assist with investment, pension, and protection administration
- Prepare review packs, performance reports, and compliance documentation
- Process fund switches, withdrawals, and provider transactions
- Liaise with providers, advisers, and clients to ensure smooth operations
- Maintain CRM systems and ensure all client data is up to date
IFA Admin employer: Options Resourcing Careers
Contact Detail:
Options Resourcing Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Admin
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and compliance requirements. This knowledge will not only help you in your role but also demonstrate to us that you're proactive and well-prepared for the responsibilities of an IFA Administrator.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work as IFA Administrators. Engaging with others in the field can provide valuable insights and may even lead to referrals or recommendations for our open position.
✨Tip Number 3
Brush up on your CRM software skills, as maintaining accurate client records is crucial for this role. Being proficient in popular CRM systems will set you apart and show us that you can hit the ground running.
✨Tip Number 4
Prepare to discuss your experience in handling client queries and providing excellent service. We value candidates who can demonstrate strong communication skills and a client-focused approach during the interview process.
We think you need these skills to ace IFA Admin
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as an IFA Administrator. Focus on your skills in processing applications, handling client queries, and maintaining accurate records, as these are key responsibilities for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that demonstrate your ability to support financial planners and ensure excellent client service.
Highlight Compliance Knowledge: Since compliance with FCA regulations is crucial for this position, emphasise any relevant training or experience you have in this area. This will show that you understand the importance of regulatory adherence in financial services.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is essential for an IFA Administrator.
How to prepare for a job interview at Options Resourcing Careers
✨Know Your Regulations
As an IFA Administrator, you'll need to be well-versed in FCA regulations. Brush up on the latest compliance requirements and be ready to discuss how you ensure adherence in your previous roles.
✨Showcase Your Client Management Skills
Prepare examples of how you've handled client queries and maintained accurate records. Highlight your ability to manage relationships and provide excellent service, as this is crucial for the role.
✨Demonstrate Your Technical Proficiency
Familiarise yourself with CRM systems and any financial software relevant to the position. Be prepared to discuss your experience with these tools and how they have helped you streamline processes.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
