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- Tasks: Support report writing and admin processes for client accounts.
- Company: Join a dynamic financial services firm in Sheffield.
- Benefits: Enjoy a competitive salary, study support, and generous holiday entitlement.
- Why this job: Gain valuable experience in finance while developing strong client relationships.
- Qualifications: Enthusiasm for finance, attention to detail, and teamwork skills required.
- Other info: Opportunities for progression and professional development await you!
The predicted salary is between 23000 - 27000 £ per year.
Location: Sheffield Office-based (Mon-Fri, 9am-5pm)
Salary: £23,000 - £27,000 per annum
Main Purpose of the Role:
We are seeking a motivated and detail-oriented IFA Administrator to join our team. The role involves supporting the report writing and administrative processes to ensure our clients are confident, informed, and well-served in their investment and financial decisions. You will work closely with senior team members to produce compliant reports and ensure smooth, efficient service across all client accounts.
Key Responsibilities:
- Assist in the advice process by attending meetings and discussing matters with the Investment Director, Business Manager, Client Account Supervisor, Consultants, and Financial Advisers.
- Manage and support the Report Writing Process, ensuring consistency and compliance across all clients.
- Produce recommendation reports, conduct research, and maintain compliant client files in line with current regulations.
- Process new business requests accurately and take ownership of tasks through to completion.
- Contribute to the production of management information for Directors and the wider management team.
- Ensure that client records and files are updated correctly and in a timely manner.
- Work closely with other team members to ensure smooth communication and assist with processing in other areas as needed.
- Develop and maintain strong client relationship skills.
- Ensure all client data is stored securely and in compliance with data protection laws.
- Adhere to the firm’s policies and procedures, including health and safety, TCF (Treating Customers Fairly), and vulnerable client policies.
Skills & Experience Required:
- Enthusiasm and a keen interest in the financial services industry.
- Strong attention to detail and organizational skills.
- Ability to work collaboratively in a team environment.
- Good written and verbal communication skills, with a professional phone manner.
- Strong commitment to learning, development, and maintaining high standards of service.
- A proactive approach to task management and problem-solving.
What you can expect:
- Starting salary of up to £27,000
- Study and exam support toward full diploma qualification
- Generous holiday entitlement and benefits package
- Progression opportunities
- And much more!
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 services industry, especially the role of an IFA Administrator. Understanding the key responsibilities and processes involved will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with current IFA Administrators or Financial Advisers who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Prepare to discuss your organisational skills and attention to detail. Think of specific examples from your past experiences where you successfully managed tasks or projects that required precision and compliance.
✨Tip Number 4
Showcase your commitment to learning and development. Research the qualifications needed for the role and express your enthusiasm for pursuing further education, such as the diploma qualification mentioned in the job description.
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 and skills that align with the IFA Administrator role. Emphasise your attention to detail, organisational skills, and any previous experience in financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the financial services industry. Mention specific examples of how your skills and experiences make you a great fit for supporting the report writing and administrative processes.
Highlight Teamwork Skills: Since the role involves working closely with senior team members, be sure to include examples of your ability to collaborate effectively in a team environment. This could be from previous jobs, internships, or even group projects.
Showcase Communication Skills: Good written and verbal communication skills are essential for this position. Provide examples in your application that demonstrate your professional phone manner and ability to communicate complex information clearly.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Show Your Enthusiasm for Financial Services
Make sure to express your genuine interest in the financial services industry during the interview. Research recent trends and developments, and be ready to discuss how they relate to the role of an IFA Administrator.
✨Demonstrate Attention to Detail
Since the role requires strong attention to detail, prepare examples from your past experiences where you successfully managed tasks that required precision. Highlight any relevant experience with report writing or compliance.
✨Prepare for Team Collaboration Questions
Expect questions about teamwork and collaboration. Think of specific instances where you worked effectively within a team, especially in a support role, and be ready to share how you contributed to achieving common goals.
✨Practice Your Communication Skills
Good written and verbal communication is key for this role. Practice articulating your thoughts clearly and professionally. You might even want to prepare a mock recommendation report to showcase your writing skills if asked.
