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For Companies At a Glance
- Tasks: Support advisers with reports, client files, and new business processing.
- Company: Established IFA practice in Preston with a growing team.
- Benefits: Competitive salary and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in financial services.
- Qualifications: 2 years’ experience in financial services and knowledge of pensions and investments.
- Other info: Proactive team players will thrive in this supportive environment.
The predicted salary is between 27000 - 35000 £ per year.
A well-established IFA practice in Preston is seeking an IFA Administrator to join its growing team. You will support advisers with suitability reports, client file preparation, research, and new business processing across pensions, investments, ISAs and protection. You’ll also liaise with clients and providers and help manage pipeline cases.
Responsibilities
- Support advisers with suitability reports
- Client file preparation
- Research and new business processing across pensions, investments, ISAs and protection
- Liaise with clients and providers
- Help manage pipeline cases
Requirements
- Minimum 2 years’ experience in financial services support
- Strong knowledge of pensions, investments, ISAs and protection
- Part-qualified Diploma level or keen to progress
- Organised, proactive team player
- Intelligent Office / Selectapension experience advantageous
If you have the above experience and are interested in this Preston based Financial Services job opportunity, please click to apply.
IFA Administrator in Preston employer: Prestige Recruitment Group
Contact Detail:
Prestige Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Preston
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at IFA practices. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, ISAs, and protection. We want you to feel confident discussing these topics, as they’re key to the role. Practice common interview questions with a friend or in front of the mirror!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed client files or supported advisers in previous roles. This will demonstrate that you're the proactive team player they're looking for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. 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 Preston
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial services, especially with pensions, investments, ISAs, and protection. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a great fit. We love seeing enthusiasm and a personal touch!
Showcase Relevant Experience: When filling out your application, be sure to showcase any relevant experience you have, especially if you've worked with Intelligent Office or Selectapension. We appreciate candidates who can 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. We can’t wait to hear from you!
How to prepare for a job interview at Prestige Recruitment Group
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, ISAs, and protection. The interviewers will likely ask you specific questions about these areas, so being well-prepared will show that you're serious about the role.
✨Showcase Your Experience
With a minimum of 2 years’ experience in financial services support required, be ready to discuss your previous roles. Highlight any relevant tasks you've handled, especially those related to suitability reports and client file preparation.
✨Be Organised and Proactive
As an IFA Administrator, being organised is key. During the interview, share examples of how you've managed multiple tasks or projects efficiently. This will demonstrate your ability to handle the responsibilities of the role.
✨Familiarise Yourself with Tools
If you have experience with Intelligent Office or Selectapension, make sure to mention it. If not, do a bit of research on these tools beforehand. Showing that you're willing to learn and adapt will impress the interviewers.
