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- Tasks: Provide essential admin support to advisers and manage client communications.
- Company: Join a dynamic team in the financial services sector.
- Benefits: Gain valuable experience, competitive salary, and opportunities for growth.
- Why this job: Be part of a supportive team and enhance your skills in a fast-paced environment.
- Qualifications: 1+ years in the IFA market and familiarity with provider platforms preferred.
- Other info: Collaborative culture with strong focus on professional development.
The predicted salary is between 30000 - 40000 £ per year.
The role is to provide administrative support to the Advisers and Operations Manager.
Key Responsibilities
- Basic report writing.
- Supporting advisers in collating information/documents in preparation for meetings.
- Working with several provider platforms – to add expectations for new monies in.
- Processing switches, purchasing and selling of funds and paying out ad hoc income requests.
- Letter of Authority Requests.
- 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.
- Annual review pre-meeting prep & follow-up client annual review reports.
- Process of all investment & pension administration.
- Answer overflow telephone calls in support of the receptionist.
Planning and reporting
- Deals with all aspects of work in an efficient and timely manner to facilitate submission of new business/purchasing and selling of funds.
- Reporting to Operations Manager.
External relationships
- Dealing with client calls and emails.
- Dealing with platform providers when handling client outcomes (fund switch/buy/sell/new business).
Internal relationships
- Working closely with the administration teams and creating strong colleague relationships across the company.
- Working closely with all advisers to provide full support preparing for client meetings through to new business and adviser instructions.
Person Specification
Qualifications
- At least 1 years’ minimum experience in the IFA Market and dealing with provider platforms (ideally).
Knowledge and experience
- Previous work experience in the IFA market (advantageous).
- Experience using Intelliflo Office (advantageous).
- Experience with new business processing.
- Ability to learn new software.
- Ability to work independently.
Personal Skills
- Excellent interpersonal skills.
- Ability to adapt to change.
- Ability to work well within a team.
- Ability to communicate clearly and concisely, both orally and in writing.
- Ability to organise own workload, prioritise effectively and identify issues for escalation.
Administrator in Hingham employer: Shackleton - Britain’s financial adviser
Contact Detail:
Shackleton - Britain’s financial adviser Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator in Hingham
✨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
Get familiar with Intelligent Office if you haven't already. Brush up on your skills and maybe even take a quick online course. Showing that you can hit the ground running with the software will definitely impress potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions related to administrative support and client interactions. Think about examples from your past experience that showcase your organisational skills and ability to work under pressure.
✨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 stand out right from the start!
We think you need these skills to ace Administrator in Hingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous work in the IFA market and any experience with provider platforms, as this will show us you’re a great fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re interested in the Administrator position. Share specific examples of how your past experiences align with the responsibilities listed, like report writing or client communication.
Show Off Your Interpersonal Skills: Since the role involves working closely with advisers and clients, make sure to mention your excellent interpersonal skills. We want to see how you can build strong relationships and communicate effectively in your application.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows us you’re keen on joining the StudySmarter team!
How to prepare for a job interview at Shackleton - Britain’s financial adviser
✨Know Your Stuff
Make sure you brush up on your knowledge of the IFA market and provider platforms. Familiarise yourself with Intelligent Office, as it’s a key part of the role. Being able to discuss your previous experience confidently will show that you’re ready to hit the ground running.
✨Showcase Your Interpersonal Skills
Since the role involves dealing with clients and advisers, be prepared to demonstrate your excellent communication skills. Think of examples where you've successfully handled client calls or collaborated with colleagues. This will highlight your ability to build strong relationships.
✨Be Organised
The job requires effective workload management and prioritisation. During the interview, share how you’ve organised tasks in the past, especially when dealing with multiple responsibilities like report writing and processing new business. This will show you can handle the demands of the role.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and expectations for the role. This not only shows your interest but also helps you gauge if the company is the right fit for you. Plus, it gives you a chance to engage with the interviewers.