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- Tasks: Support advisers by managing new business processing and client records.
- Company: A growing financial planning firm focused on high-quality client service.
- Benefits: Salary between £35,000 – £45,000, flexible working, and development opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience as an IFA Administrator and attention to detail.
- Other info: Flexible work arrangements and a supportive environment for growth.
The predicted salary is between 35000 - 45000 £ per year.
A growing financial planning firm is seeking an experienced IFA Administrator to support their adviser team in delivering high-quality service to clients across the UK. The successful candidate will be responsible for managing new business processing and maintaining accurate client records while ensuring compliance with internal procedures.
This role offers a salary range of £35,000 – £45,000 based on experience, opportunities for development, and flexible working arrangements.
Senior IFA Administrator – Flexible, Detail‑Oriented Ops in City of London employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator – Flexible, Detail‑Oriented Ops in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect Senior IFA Administrator role.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your responses to show how your experience aligns with their mission of delivering high-quality service to clients across the UK.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on articulating your experience in managing new business processing and maintaining accurate client records.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills, so take advantage of it and get your application in for that Senior IFA Administrator position.
We think you need these skills to ace Senior IFA Administrator – Flexible, Detail‑Oriented Ops in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an IFA Administrator. We want to see how your skills align with the role, so don’t be shy about showcasing your detail-oriented approach and any relevant compliance knowledge.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can support our adviser team. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: In this role, accuracy is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure everything is spot on, just like we do for our clients.
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 the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on the financial planning industry and the specific services the firm offers. Familiarise yourself with common compliance procedures and new business processing methods, as these will likely come up during the interview.
✨Showcase Your Detail Orientation
Since this role requires a keen eye for detail, prepare examples from your past experience where your attention to detail made a significant impact. Be ready to discuss how you maintain accurate client records and ensure compliance in your previous roles.
✨Demonstrate Flexibility
With flexible working arrangements being a key part of the job, be prepared to discuss how you manage your time effectively and adapt to changing priorities. Share instances where you've successfully navigated a dynamic work environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
