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- Tasks: Support financial advisers with admin tasks and client communication.
- Company: Join an award-winning IFA firm in the scenic town of Harrogate.
- Benefits: Enjoy a competitive salary, bonus scheme, and ongoing training.
- Why this job: Be part of a friendly team while helping clients achieve their financial goals.
- Qualifications: 2-3 years in financial planning, strong admin skills, and attention to detail required.
- Other info: Ideal for proactive individuals eager to grow in financial services.
The predicted salary is between 28000 - 42000 £ per year.
A well-established and highly respected Independent Financial Advice (IFA) firm based in the beautiful town of Harrogate is looking for an experienced IFA Administrator to join a growing team. The company is an award-winning chartered Financial Planning firm. You will be supporting a team of expert advisers who provide tailored financial solutions to a diverse range of clients, helping them achieve their financial goals.
As an IFA Administrator, you will play a vital role in supporting our Financial Advisers and ensuring the smooth and efficient running of the office. You will be responsible for handling a wide range of administrative tasks to ensure the highest level of client service. This role offers an excellent opportunity for those looking to develop their career within financial services.
Key Responsibilities:- Providing administrative support to IFA's, including preparing client meeting packs, taking meeting notes, and ensuring follow-up actions are completed in a timely manner.
- Liaising with clients, providers, and third parties, maintaining excellent communication and customer service.
- Preparing and processing financial documents and forms, including applications, renewals, and policy amendments.
- Managing client files and ensuring all documentation is kept up to date and compliant with industry regulations.
- Assisting with the management of client portfolios and data entry into internal systems.
- Maintaining accurate records and processing client information efficiently.
- Dealing with client queries and providing general administrative support as needed.
- 2-3 years minimum experience working in the Financial Planning industry.
- Strong administrative and organizational skills with excellent attention to detail.
- Ability to manage multiple tasks and prioritize workload efficiently.
- Good understanding of financial products and services (or a willingness to learn).
- Proficient in Microsoft Office applications (Word, Excel, Outlook, etc.).
- Excellent communication skills, both written and verbal.
- Ability to work well within a team and independently.
- Experience with financial planning software (such as Intelligent Office or FE Analytics).
- Experience using Intelligent Office.
- Competitive salary of up to £35,000 + Bonus scheme.
- Opportunity to work in a professional, supportive, and friendly team environment.
- Ongoing training and development to help you grow in your career.
- Convenient office location in Harrogate with great local amenities.
If you are proactive, detail-oriented, and eager to develop your career within financial services, we would love to hear from you!
IFA Administrator employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the financial products and services relevant to the role. Understanding these will not only help you in interviews but also demonstrate your commitment to the industry.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend local events or join online forums to connect with others who can provide insights or even refer you to opportunities within firms like ours.
✨Tip Number 3
Brush up on your Microsoft Office skills, especially Excel and Word. Being proficient in these applications is crucial for managing client files and preparing documents efficiently.
✨Tip Number 4
Prepare to discuss your previous experience in detail, particularly how it relates to supporting financial advisers. Be ready to share specific examples of how you've managed tasks and improved processes in past roles.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial planning industry. Emphasise your administrative skills, attention to detail, and any specific software knowledge that aligns with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of financial products and your ability to support advisers effectively, as well as your willingness to learn and grow within the industry.
Highlight Relevant Experience: In your application, clearly outline your previous roles and responsibilities that relate to the IFA Administrator position. Use specific examples to demonstrate how you have successfully managed administrative tasks and client communications.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Showcase Your Administrative Skills
As an IFA Administrator, your organisational abilities are crucial. Be prepared to discuss specific examples of how you've managed multiple tasks efficiently in previous roles, highlighting your attention to detail and ability to prioritise workload.
✨Demonstrate Financial Knowledge
While you may not need to be a financial expert, having a good understanding of financial products and services is essential. Brush up on key concepts and be ready to discuss how they relate to the role, showing your willingness to learn and grow.
✨Prepare for Client Interaction Scenarios
Since the role involves liaising with clients and third parties, think of examples where you've provided excellent customer service. Be ready to discuss how you handle client queries and maintain communication, as this will demonstrate your interpersonal skills.
✨Familiarise Yourself with Relevant Software
If you have experience with financial planning software like Intelligent Office or FE Analytics, make sure to mention it. If not, express your eagerness to learn and adapt to new systems, as this shows your proactive attitude towards professional development.
