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- Tasks: Provide essential admin support to Advisers and the Operations Manager.
- Company: Join a dynamic team at Shackleton Advisers, focused on client success.
- 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' experience in the IFA market and strong communication skills.
- Other info: Opportunity to work on diverse projects and develop professionally.
The predicted salary is between 28800 - 43200 £ per year.
The role is to provide administrative support to the Advisers and Operations Manager.
Key responsibilities
- Preparing valuations and information for client annual reviews.
- Updating our back office system (Intelligent Office) with personal client data and adding all relevant documents.
- Supporting Advisers in collating information/documents in preparation for meetings.
- Drafting annual suitability letters for existing clients.
- Processing and monitoring progress of transactions and issuing documentation.
- Meeting all standards and targets as detailed in the compliance procedures and training and competence scheme.
- Ad hoc projects.
- Working closely within the administration teams and other support teams within the company.
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.
- 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.
Personal skills
- 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 in Birmingham employer: Shackleton Advisers Limited
Contact Detail:
Shackleton Advisers Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the IFA market and let them know you're on the hunt 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 interviews by brushing up on your knowledge of Intelligent Office and other relevant software. Being able to talk confidently about your experience with these tools will show potential employers that you're ready to hit the ground running.
✨Tip Number 3
Practice your communication skills! Since this role requires clear and concise communication, consider doing mock interviews with friends or family. This will help you articulate your thoughts better and make a great impression.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications come directly from candidates who are genuinely interested in joining our team. Plus, it gives you a chance to showcase your enthusiasm for the role!
We think you need these skills to ace Administrator in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Administrator role. Highlight your experience in the IFA market and any relevant skills that match the job description. We want to see how you can bring value to our team!
Show Off Your Skills: Don’t just list your qualifications; show us how you've used them! Use specific examples to demonstrate your interpersonal skills and ability to organise your workload. We love a good story!
Keep It Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, so make sure your writing reflects that. Avoid jargon unless it’s relevant to the role!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better 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. Be ready to discuss your previous experience and how it relates to the role. Familiarise yourself with common administrative tasks in this sector, as well as any specific software like Intelligent Office.
✨Showcase Your Skills
Highlight your interpersonal skills during the interview. Prepare examples of how you've effectively communicated with clients or team members in the past. This will demonstrate your ability to work closely within administration teams and support advisers.
✨Be Organised
Since the role involves managing multiple tasks, show that you can organise your workload efficiently. Bring a list of your past projects or responsibilities that required prioritisation and time management. This will help illustrate your ability to handle a fast-paced environment.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s compliance procedures and training schemes. This shows your interest in the role and helps you understand how you can meet their standards and targets effectively.
