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- Tasks: Provide essential admin support to advisers and manage client operations efficiently.
- Company: Join a dynamic team at Shackleton Advisers, where collaboration is key.
- Benefits: Gain valuable experience in a fast-paced environment with growth opportunities.
- Why this job: Be part of a supportive team and enhance your skills in the IFA market.
- Qualifications: 2+ years in the IFA market and strong communication skills required.
- Other info: Opportunity to work on exciting projects and develop your career.
The predicted salary is between 30000 - 42000 £ per year.
The role is to provide administrative support to the Advisers and Operations Manager.
Key responsibilities:- Processing the submission of new & top up business to relevant provider platforms, checking adviser has provided full compliance requirements.
- Updating our back-office system with the new business and uploading all relevant documents. Back-office system – Intelligent Office.
- Working with a number of provider platforms – to add expectations for new monies in.
- Processing switches, purchasing and selling of funds and paying out ad hoc income requests.
- Annual client review reports.
- Supporting and dealing with our migration project – moving assets from current platform over to new platform.
- Supporting Advisers in collating information/documents in preparation for meetings.
- Answer overflow telephone calls in support of the receptionist.
- Ad hoc projects.
- Deals with all aspects of work in an efficient and timely manner to facilitate submission of new business/purchasing and selling of funds.
- Liaising with providers/platforms to process new business/fund switches/fund sales & purchases.
- Dealing with client calls and emails.
- Working closely within the administration teams and other support teams within the company.
- Working closely with all advisers to provide full support preparing for client meetings through to new business and adviser instructions.
This Job Description may be reviewed and subsequently amended to better reflect any changes required in the role.
Person specification:- At least 2 years’ minimum experience in the IFA market and dealing with provider platform.
- Previous work experience in the IFA market.
- Ability to learn new software.
- Experience working within a fast-paced office with a large team.
- Ability to work independently.
- Excellent interpersonal skills.
- Ability to communicate clearly and concisely, both orally and in writing.
- Ability to organise own workload, prioritise effectively and identify issues for escalation.
If you are interested in learning more about this role or want to apply, please send your CV/Application to hr@shackletonadvisers.co.uk
Administrator employer: Shackleton Advisers Limited
Contact Detail:
Shackleton Advisers Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the IFA market and let them know you're on the lookout for an 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 those interviews! Research common questions for administrative roles and practice your answers. We want you to showcase your experience in the IFA market and your ability to handle fast-paced environments with ease.
✨Tip Number 3
Don’t forget to follow up! After an interview, shoot a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application directly. Plus, it shows us that you're genuinely interested in joining our team. Let's get you that Administrator role!
We think you need these skills to ace Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your time in the IFA market and any relevant software you've used, as this will show us you're a great fit for the role.
Craft a Catchy Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in the Administrator position and how your background aligns with our needs. Keep it concise but engaging – we want to see your personality!
Showcase Your Communication Skills: Since the role involves liaising with clients and providers, make sure your written application demonstrates your clear and concise communication style. We love candidates who can express themselves well, so don’t hold back!
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 Shackleton Advisers Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of the IFA market and provider platforms. Familiarise yourself with the back-office system, Intelligent Office, as well as any relevant compliance requirements. This will show that you're not just a good fit for the role but also genuinely interested in the industry.
✨Show Off Your Organisational Skills
During the interview, be ready to discuss how you prioritise tasks and manage your workload. Share specific examples from your past experience where you successfully juggled multiple responsibilities, especially in a fast-paced environment. This will demonstrate your ability to handle the demands of the Administrator role.
✨Communicate Clearly
Since the role involves liaising with advisers and clients, practice articulating your thoughts clearly and concisely. You might want to prepare answers to common questions about your communication style and how you handle client interactions. Good interpersonal skills are key, so let them shine!
✨Be Ready for Ad Hoc Projects
Expect questions about how you approach unexpected tasks or projects. Think of examples where you've successfully adapted to changes or taken on additional responsibilities. Showing that you're flexible and can think on your feet will make you stand out as a candidate who can thrive in this role.
