At a Glance
- Tasks: Support financial planning with client queries, administration, and maintaining accurate records.
- Company: Expanding financial firm with a focus on teamwork and client service.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Fast-paced environment with excellent career development opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning, strong communication, and IT skills required.
The predicted salary is between 30000 - 30000 £ per year.
I currently have a fantastic opportunity for a Financial Administrator to join our client who is expanding on a national basis. This is an integral and varied role and your proven experience in providing high quality administrative support will be invaluable to the business and whole team. You will work as part of a team that acts as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.
Requirements:
- You will have proven experience of working in a Financial Planning firm.
- Motivated, friendly and professional at all times.
- Able to hold conversations with third parties, representing the company in a professional manner.
- Good working knowledge of IO and Platform.
- Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
- Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
- Management and prioritising workloads.
- Excellent planning, organisational and multi-tasking abilities.
- Analytical and problem-solving skills.
- Flexibility/adaptability to cope with change.
- Excellent communication skills at all levels.
- A team player with a positive attitude.
Duties:
- The role forms a key part of the team and you will be involved in the day-to-day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained.
- Client correspondence, written and verbal.
- Processing New Business.
- Preparation of client review packs.
- Arranging client meetings and managing the Adviser’s diary.
- Illustration requests.
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
- Taking phone calls, enquiries and requests, and handling them where appropriate.
- Back-office support.
How to apply:
Please contact Stuart at Reward Recruitment or send your CV to sj@rewardrecruitment.co.uk.
IFA Administrator in Braintree employer: Reward Recruitment
Join a dynamic and expanding Financial Planning firm in Braintree, where your role as an IFA Administrator will be pivotal to delivering exceptional client service. With a supportive work culture that values teamwork and professional growth, you'll benefit from competitive remuneration and a range of perks, all while working in a vibrant environment that encourages adaptability and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Braintree
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, and protection. Make sure you can confidently discuss these topics, as they'll likely come up during your chat with potential employers. We want you to shine!
✨Tip Number 3
Show off your organisational skills! When you get the chance to meet with interviewers, bring along examples of how you've managed workloads and prioritised tasks in previous roles. This will demonstrate your ability to handle the day-to-day administration effectively.
✨Tip Number 4
Don't forget to apply through our website! It’s a great way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Let's get you that IFA Administrator position!
We think you need these skills to ace IFA Administrator in Braintree
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in financial administration and any relevant software knowledge to show us you’re the perfect fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you want to join our team at StudySmarter and how your background aligns with the IFA Administrator role. Keep it friendly and professional, just like we are!
Proofread, Proofread, Proofread!:Before hitting send, double-check your application for any spelling or grammar mistakes. We value attention to detail, so make sure everything is polished and professional to impress us right from the start.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Reward Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the specific services the company offers. Familiarise yourself with terms related to pensions, investments, and protection, as well as the software they use like IO and Platform. This will show that you're not just interested in the role but also understand the industry.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, be prepared to demonstrate your excellent communication skills. Practice how you would handle common client queries or scenarios during the interview. Use clear and concise language, and don’t forget to highlight your experience in producing business correspondence.
✨Be Organised and Proactive
The job requires strong organisational skills, so come prepared with examples of how you've managed workloads and prioritised tasks in previous roles. You might even want to bring a planner or notes to show how you keep track of your responsibilities. This will illustrate your ability to stay on top of things in a busy environment.
✨Emphasise Teamwork and Adaptability
This position is all about being a team player, so be ready to discuss how you've collaborated with others in the past. Share examples of how you've adapted to changes in the workplace or handled unexpected challenges. A positive attitude and flexibility are key traits that employers look for!
