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- Tasks: Assist with client correspondence, manage meetings, and maintain accurate records.
- Company: Join a leading Wealth Management firm in Darlington, known for its success and growth.
- Benefits: Enjoy 25 days holiday, Birthday Leave, Life Assurance, and exclusive shopping discounts.
- Why this job: Develop your career in finance while working in a supportive and professional environment.
- Qualifications: Experience in Financial Planning is essential; strong IT and communication skills are a must.
- Other info: Flexible work culture with opportunities for personal and professional growth.
The predicted salary is between 22000 - 26000 £ per year.
Are you open to developing your career as a Financial Services Administrator, with an established and successful market leading Wealth Management firm? If so, I have a fantastic opportunity to join a national client based in Darlington.
The role comes with a competitive salary dependent upon experience and qualifications, with benefits including:
- 25 days holiday (rising with length of service) plus Bank Holidays
- Birthday Leave
- Holiday Purchase Scheme
- Life Assurance
- Pension
- Corporate Eyecare
- Extras Discount shopping discounts
The key duties of the role will include:
- 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.
You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
Additional experience in the following areas:
- 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.
For further information please send your CV to Stuart or contact him directly to discuss the opportunity.
IFA Administrator employer: Reward Recruitment
Contact Detail:
Reward Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the specific software and tools mentioned in the job description, such as IO and Platform. Being able to demonstrate your proficiency in these systems during an interview can set you apart from other candidates.
✨Tip Number 2
Prepare to discuss your previous experience in financial planning firms. Highlight specific examples of how you've managed client correspondence and supported advisers, as this will show your understanding of the role's key duties.
✨Tip Number 3
Practice your communication skills, especially in handling phone calls and client enquiries. Role-playing scenarios with a friend can help you feel more confident and articulate when discussing your approach to client interactions.
✨Tip Number 4
Showcase your organisational skills by preparing a mock diary management plan for an adviser. This will demonstrate your ability to prioritise workloads and manage schedules effectively, which is crucial for the IFA Administrator role.
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 financial services administration. Emphasise your skills in client correspondence, processing new business, and managing diaries, as these are key duties for the IFA Administrator role.
Craft a Strong Cover Letter: Write a cover letter that showcases your motivation and professionalism. Mention specific experiences that demonstrate your ability to handle client communications and back-office support effectively.
Highlight Technical Skills: Since the role requires confidence with IT and office software, be sure to mention your proficiency in tools like Teams, Outlook, Word, and Excel. Provide examples of how you've used these tools in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for grammar, spelling, and punctuation errors. A high degree of accuracy is essential, especially in business correspondence.
How to prepare for a job interview at Reward Recruitment
✨Showcase Your Communication Skills
As an IFA Administrator, you'll need to demonstrate excellent communication skills. Be prepared to discuss how you've effectively communicated with clients and colleagues in the past, both verbally and in writing. Use specific examples to illustrate your points.
✨Highlight Your Organisational Abilities
This role requires strong planning and organisational skills. During the interview, share instances where you've successfully managed multiple tasks or projects simultaneously. Discuss any tools or methods you use to stay organised and prioritise your workload.
✨Demonstrate Your IT Proficiency
Familiarity with office software is crucial for this position. Be ready to talk about your experience with tools like Teams, Outlook, Word, and Excel. If possible, mention specific tasks you've accomplished using these applications to show your competence.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and adaptability. Think of scenarios where you've had to handle unexpected changes or challenges in a professional setting. Prepare to explain your thought process and the outcomes of your actions.
