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- Tasks: Provide essential admin support to advisers and clients in a dynamic financial services team.
- Company: Join a well-established financial services team in Exeter with a strong reputation.
- Benefits: Full-time role with opportunities for career growth and development.
- Why this job: Build a rewarding career in finance while honing your organisational and communication skills.
- Qualifications: At least one year of experience in financial services and strong IT proficiency.
- Other info: Ideal for those seeking a long-term career in a supportive environment.
The predicted salary is between 28800 - 43200 £ per year.
An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established financial services team in Exeter. This is a full-time, office-based role, ideal for someone looking to build a long-term and rewarding career within the financial services sector. The successful candidate will have at least one years experience working in a financial services environment. Strong written and verbal communication skills are essential, as well as the ability to manage multiple administrative tasks accurately and efficiently.
Key Responsibilities
- Providing administrative support to advisers and clients
- Liaising with clients, investment providers, and other third parties
- Online processing of applications and investment account management
- Handling general client queries in a professional and timely manner
- Maintaining accurate records and ensuring compliance standards are met
Requirements
- Minimum 1 years experience in financial services, ideally within an IFA practice
- Strong organisational skills and attention to detail
- Excellent written and verbal communication skills
- Proficient in using IT systems and online platforms
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IFA Administrator employer: RGH-Global Ltd
Contact Detail:
RGH-Global Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about IFA roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to administrative tasks and client interactions. We recommend role-playing with a friend or using online resources to boost your confidence.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you’ve managed multiple tasks efficiently. This will demonstrate your ability to handle the demands of an IFA Administrator.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the financial services sector and how your background makes you a great fit for us. Keep it professional but let your personality show through.
Showcase Your Communication Skills: Since strong written and verbal communication skills are essential, make sure your application reflects this. Use clear and concise language, and double-check for any typos or errors. We appreciate attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at RGH-Global Ltd
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of financial services, especially if you've worked in an IFA practice before. Be ready to discuss your previous experience and how it relates to the role. This shows you're not just a candidate, but someone who understands the industry.
✨Show Off Your Communication Skills
Since strong written and verbal communication skills are essential, prepare to demonstrate these during the interview. Practice answering common questions clearly and concisely, and think about how you can convey complex information simply. You might even want to bring examples of your written work!
✨Organise Your Thoughts
With multiple administrative tasks involved in the role, it's crucial to showcase your organisational skills. Consider preparing a few examples of how you've managed tasks efficiently in the past. This will help the interviewer see that you can handle the demands of the job.
✨Be Ready for Compliance Questions
Compliance is key in financial services, so expect questions around this area. Familiarise yourself with relevant regulations and be prepared to discuss how you've ensured compliance in your previous roles. This will demonstrate your attention to detail and commitment to maintaining high standards.
