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For Companies At a Glance
- Tasks: Support financial advisers and manage tasks efficiently in a dynamic environment.
- Company: Join a nationally recognised IFA firm with over 20 years of excellence and multiple awards.
- Benefits: Enjoy hybrid working, generous leave, private medical insurance, and a flexible workplace.
- Why this job: This role offers career growth in finance, a supportive culture, and the chance to make an impact.
- Qualifications: Experience in financial administration and strong communication skills are essential.
- Other info: Flexible working hours available; perfect for students balancing studies and work.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
- Annual Salary: Competitive
- Location: Bristol City Centre
- Job Type: Full-time, Hybrid (2 days home, 3 days office)
We are excited to offer a fantastic opportunity for a Client Support Administrator to join a nationally recognised Independent Financial Adviser (IFA) firm in Bristol. With over 20 years of excellence, multiple awards, and a reputation for quality, this role offers a chance to further your career within the financial services industry.
Day-to-day of the role:
- Provide essential support to financial advisers or consultants, facilitating the provision of financial or product advice to clients in compliance with FCA rules and company procedures.
- Manage your workflow and tasks independently and efficiently, ensuring all activities are completed within set deadlines.
- Maintain up-to-date knowledge of technical, product, and provider changes to support informed decision-making.
- Utilise your strong organisational skills to prioritise tasks effectively, demonstrating a proactive 'can do, will do' attitude.
- Employ excellent communication skills to work collaboratively within a team and independently.
Required Skills & Qualifications:
- Proven experience in a Financial Administration role, ideally supporting IFAs.
- Familiarity with regulatory requirements and financial industry standards.
- Proficiency in using Microsoft Office applications, especially Word and Excel, and experience with Intelligent Office is advantageous.
- Exceptional written and verbal communication skills.
- Analytical mindset with outstanding attention to detail.
- Excellent time management skills, capable of meeting tight deadlines.
Benefits:
- Hybrid working model: 2 days from home, 3 days in the office.
- 24 days annual leave, increasing to 30 days with service, plus an additional 3 days gifted at Christmas.
- Comprehensive support package including paid sick leave, group income protection from 13 weeks, vocational rehab services such as counselling, physiotherapy, and online GP services.
- Private medical insurance.
- Life assurance.
- Group Pension with salary sacrifice options.
- A flexible workplace open to full-time and part-time arrangements, accommodating a variety of working hours.
To apply for the Client Support Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in joining our team.
Ifa Administrator - 2 days home working employer: Reed
Contact Detail:
Reed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Ifa Administrator - 2 days home working
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and financial industry standards. This knowledge will not only help you in interviews but also demonstrate your commitment to compliance and excellence in the role.
✨Tip Number 2
Showcase your organisational skills by preparing examples of how you've managed workflows or prioritised tasks in previous roles. Being able to discuss specific instances where you've met tight deadlines will impress potential employers.
✨Tip Number 3
Brush up on your Microsoft Office skills, particularly Excel and Word. Consider taking a quick online course or tutorial to ensure you're comfortable with advanced features, as this will be crucial for your day-to-day tasks.
✨Tip Number 4
Prepare to discuss your experience in financial administration during the interview. Be ready to explain how you've supported IFAs in the past and how your analytical mindset has contributed to successful outcomes for clients.
We think you need these skills to ace Ifa Administrator - 2 days home working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial administration, particularly any roles supporting Independent Financial Advisers. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Client Support Administrator position and how your skills align with the requirements. Mention your familiarity with regulatory requirements and your proficiency in Microsoft Office applications.
Showcase Your Communication Skills: Since excellent communication is crucial for this role, ensure that both your CV and cover letter reflect your strong written and verbal communication abilities. Consider including examples of how you've effectively communicated in previous roles.
Highlight Your Organisational Skills: Demonstrate your ability to manage tasks independently and efficiently. Provide examples in your application of how you've prioritised tasks and met deadlines in past positions, showcasing your proactive attitude.
How to prepare for a job interview at Reed
✨Know Your Financial Regulations
Familiarise yourself with the regulatory requirements and financial industry standards relevant to the role. This will not only show your commitment but also demonstrate your understanding of the compliance aspect that is crucial for a Client Support Administrator.
✨Showcase Your Organisational Skills
Prepare examples that highlight your strong organisational skills and ability to manage tasks independently. Discuss how you prioritise your workload and meet deadlines, as this is essential for success in this role.
✨Demonstrate Communication Proficiency
Be ready to showcase your exceptional written and verbal communication skills. You might be asked to explain complex financial concepts simply, so practice articulating your thoughts clearly and confidently.
✨Highlight Your Technical Skills
Make sure to mention your proficiency in Microsoft Office applications, especially Word and Excel. If you have experience with Intelligent Office, bring it up as it could give you an edge over other candidates.