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For Companies At a Glance
- Tasks: Support financial planners and deliver top-notch service to clients in a fast-paced environment.
- Company: A growing financial planning firm based in Girton, Cambridge.
- Benefits: Salary up to £29,000 with opportunities for career growth.
- Why this job: Join a dynamic team and make a real difference in client experiences.
- Qualifications: Experience in financial services and strong organisational skills required.
- Other info: Be a key contact for clients and manage important documentation.
The predicted salary is between 24000 - 32000 £ per year.
A client-focused financial planning firm is seeking an experienced IFA Administrator. A well-established and growing financial planning firm based in Girton, Cambridge is looking to appoint a Client Experience Executive (IFA Administrator) to support its Financial Planners and Client Relationship Managers while delivering a consistently high standard of service to clients.
Salary up to £29,000. This is an excellent opportunity for an IFA Administrator or Client Services professional who enjoys working in a fast-paced, professional environment and is looking to further their career within financial planning.
The Role
- Processing new business, withdrawals and other client instructions within service level agreements
- Maintaining and updating client records using back-office systems such as Intelliflo
- Preparing valuations, meeting packs, suitability documents, fee requests and invoices
- Managing client documentation (e.g. wills, share certificates) accurately and securely
- Coordinating client meetings and managing adviser diaries
- Acting as a key point of contact for client enquiries via phone, email and in person
- Liaising with providers and custodians to track cases through to completion
About the Candidate
The ideal candidate will already have experience within financial services, preferably in an IFA or wealth management environment, and will be passionate about delivering excellent client service.
Essential:
- Experience in an IFA / financial planning or professional services role
- Strong organisational skills with the ability to manage competing priorities
- Excellent verbal and written communication
- Confidence using Microsoft Office (Word, Excel, Outlook)
- A proactive, professional and positive approach
IFA Administrator in Girton employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Girton
✨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 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 financial planning and client service. Be ready to discuss how your experience aligns with the role and share examples of how you've delivered excellent client service in the past.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that IFA Administrator gig! We’re always looking for passionate individuals who want to grow in the financial planning field, so make sure your application stands out.
We think you need these skills to ace IFA Administrator in Girton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially if you've worked in an IFA or wealth management role. We want to see how your skills align with the responsibilities of the IFA Administrator position.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, it's crucial to demonstrate your excellent verbal and written communication skills. Use clear and concise language in your application to reflect this.
Highlight Organisational Skills: We’re looking for someone who can juggle multiple tasks effectively. In your application, mention specific examples of how you've managed competing priorities in previous roles to show us you can handle the fast-paced environment.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and get you into the process smoothly!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially in the IFA or wealth management space. Familiarise yourself with common terms and processes, as well as the specific services the firm offers. This will show that you're genuinely interested and ready to hit the ground running.
✨Showcase Your Organisational Skills
Since the role requires strong organisational skills, prepare examples from your past experiences where you've successfully managed multiple tasks or priorities. Be ready to discuss how you keep track of client documentation and ensure everything runs smoothly.
✨Practice Your Communication
As a key point of contact for clients, excellent communication is crucial. Practice articulating your thoughts clearly and concisely. You might even want to role-play common client scenarios with a friend to build your confidence in handling enquiries.
✨Be Proactive and Positive
Demonstrate your proactive approach by sharing instances where you've taken the initiative to improve processes or enhance client experiences. A positive attitude can go a long way, so make sure to convey your enthusiasm for the role and the company during the interview.
