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- Tasks: Support Financial Advisors with administration and client servicing in a dynamic financial services environment.
- Company: Market-leading Financial Services Company focused on high net worth individuals and SMEs.
- Benefits: Competitive salary, pension, excellent benefits, and hybrid working options.
- Other info: Full training provided and opportunities for career progression.
- Why this job: Join a top company and grow your career while making a real impact in finance.
- Qualifications: 2-3 years of experience in financial services with knowledge of investments and pensions.
The predicted salary is between 27000 - 33500 £ per year.
Salary £27,000 - £33,500 DOE + pension + excellent benefits
Based: Farnborough / Some hybrid
Our client, a market leading Financial Services Company provides financial advice to Private High Net Worth individuals and successful SMEs. They are looking for an individual with Business Support experience gained from within the financial services industry; candidates MUST have life investment and pensions experience. You will be supporting Advisers in their day-to-day jobs.
Key Responsibilities of the role:
- Support Financial Advisors with the delivery of administration support focusing on new business and client servicing
- Carry out end to end processing of new business cases
- Update back office systems, ensure accurate client data throughout the sales process
- Promote teamwork by helping colleagues and consultants to meet client service requirements
- Organise and manage time to ensure delivery of SLAs to meet consultant and client expectations both in terms of timeliness and quality
- Build relationships over the telephone with both Clients and Product Providers
- Build relationships with internal colleagues
- Operate within the company’s Treating Customers Fairly Principles at all times
Candidate Requirements:
- Ideal candidates will have 2-3 years experience working within Financial Services specifically for a firm of IFAs or within a wealth management company processing new business
- Will have a good understanding of a range of financial service products- such as pensions, investments etc.
- Will have experience of supporting IFAs / paraplanners and consultants within your current role or speaking to them on the telephone via your role
- CF relevant qualifications would be desirable or a willingness to study
- Excellent record keeping skills
- Good organisation and time management skills
- Proficient in Excel and Word
- Strong communication skills and excellent team player
This is an excellent opportunity to join a market leading Business and progress your career in Sales Support. Full training will be provided for the successful candidate on our Clients business process, workflow and back-office system.
Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV to us and we can help you find that perfect job.
Locations
IFA Administrator in Farnborough, Hampshire employer: Radley Recruitment
Contact Detail:
Radley Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Farnborough, Hampshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work with IFAs. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of life investments and pensions. We want you to be able to speak confidently about these topics, as they’re crucial for the role. Practice common interview questions with a mate!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed time and prioritised tasks in previous roles. This will demonstrate that you can handle the fast-paced environment of supporting Financial Advisors.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to help you every step of the way in landing that IFA Administrator role.
We think you need these skills to ace IFA Administrator in Farnborough, Hampshire
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 life investments and pensions. We want to see how your skills match what we're looking for!
Showcase Your Skills: Don’t forget to showcase your organisation and time management skills. Mention any relevant software you’re proficient in, like Excel and Word, as these are key for the role. We love seeing candidates who can hit the ground running!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting financial advisors and how you can contribute to our team. We appreciate a personal touch that shows us who you are.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and we’ll be able to process your application quickly. Let’s get you on board!
How to prepare for a job interview at Radley Recruitment
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products, especially pensions and investments. Being able to discuss these confidently will show that you understand the industry and can support the advisers effectively.
✨Demonstrate Your Organisational Skills
Since the role requires excellent organisation and time management, prepare examples from your past experience where you've successfully managed multiple tasks or projects. This will help illustrate your ability to meet SLAs and client expectations.
✨Build Rapport Over the Phone
Practice your phone communication skills. Since you'll be building relationships with clients and product providers, being friendly and professional over the phone is key. Consider role-playing with a friend to get comfortable.
✨Show Your Team Spirit
The job emphasises teamwork, so think of instances where you've collaborated with colleagues to achieve a common goal. Be ready to share these stories during the interview to highlight your ability to work well in a team environment.