At a Glance
- Tasks: Support financial advisors by gathering info, conducting research, and servicing clients.
- Company: Dynamic financial services firm located in Liverpool City Centre.
- Benefits: Competitive salary, generous holiday, hybrid working, and pension scheme.
- Other info: Great public transport links and opportunities for career growth.
- Why this job: Join a progressive team and kickstart your career in finance with real impact.
- Qualifications: Experience in administrative support, preferably in financial services.
The predicted salary is between 24000 - 30000 £ per year.
The rewards
- £24,000–£30,000 dependent on experience
- Generous holiday entitlement (25 days + 8 bank holidays)
- Hybrid working arrangement (work from home 1 day per week)
- Pension scheme
- Progressive career opportunities
- Easily accessible location with public transport links
Hours
- Monday to Friday, 9am–5pm (35 hours per week)
The role of IFA Administrator
- Gathering information — liaising with product providers, human resources, other third parties and the client to obtain detailed information about their personal finances
- Research — carrying out in-depth analysis of many different types of financial contracts
- Client servicing — responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances
- Updating system — keeping back office system up to date with client info and provider contacts
- Preparing packs for meetings — completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements
- Business submission — putting business on system accurately with commission/fee expectation and preparing paperwork for scanning
- Reviews — producing detailed review reports and portfolio valuations for client review meetings
The ideal IFA Administrator
- Previous experience within an administrative support role in the financial services industry
- Previous experience within an IFA Administration role would be advantageous
IFA Administrator in Liverpool employer: Search Hiredonline
As an IFA Administrator in the heart of Liverpool City Centre, you will thrive in a supportive and dynamic work environment that prioritises employee well-being and professional growth. With generous holiday entitlements, a hybrid working arrangement, and a commitment to career progression, our company fosters a culture of collaboration and innovation, making it an excellent choice for those seeking meaningful and rewarding employment in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the hunt 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 financial contracts and client servicing. We recommend practising common interview questions related to the role, so you can showcase your skills and experience confidently when it counts.
✨Tip Number 3
Don’t forget to tailor your approach! When applying through our website, make sure to highlight your previous administrative support experience in the financial services sector. This will help you stand out as a strong candidate for the IFA Administrator position.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in the interviewer's mind as they make their decision.
We think you need these skills to ace IFA Administrator in Liverpool
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight any relevant experience in financial services and administrative support. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a great fit. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail:As an IFA Administrator, attention to detail is key. In your application, make sure to demonstrate this skill by avoiding typos and ensuring all information is accurate. It shows us you care about quality!
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. Plus, it’s super easy!
How to prepare for a job interview at Search Hiredonline
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial contracts and the services provided by IFAs. Being able to discuss specific products or recent changes in the industry will show that you're not just familiar with the role, but genuinely interested in it.
✨Showcase Your Admin Skills
Prepare examples from your previous roles where you've demonstrated strong administrative skills. Think about times when you had to manage multiple tasks, keep systems updated, or prepare detailed reports. This will help you illustrate your capability to handle the responsibilities of an IFA Administrator.
✨Client Service is Key
Since client servicing is a big part of the role, be ready to discuss how you've handled client inquiries in the past. Share specific instances where you went above and beyond to ensure client satisfaction, as this will highlight your commitment to excellent service.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, team dynamics, or the tools they use for client management. This shows that you're engaged and thinking about how you can fit into their team.
