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- Tasks: Support financial advisers with report writing and client communication.
- Company: Reputable financial advisory firm in the UK.
- Benefits: Competitive salary, supportive team environment, and career development opportunities.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: One year of IFA market experience; Intelliflo Office knowledge is a plus.
- Other info: Ideal for those seeking a rewarding administrative role in finance.
The predicted salary is between 30000 - 40000 £ per year.
A financial advisory firm in the United Kingdom seeks an Administrative Support role to aid Advisers and the Operations Manager.
Key responsibilities include:
- Report writing
- Managing client communication
- Handling investment administration tasks
Candidates should have at least one year of experience in the IFA market and familiarity with Intelliflo Office is advantageous. Excellent interpersonal skills and the ability to work independently are necessary for success in this supportive position.
IFA Back-Office 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 IFA Back-Office Administrator in Hingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory sector and let them know you're on the lookout for opportunities. Sometimes, it's all about who you know, so don’t be shy!
✨Tip Number 2
Prepare for those interviews! Research the company and practice common interview questions related to administrative support in the IFA market. We want you to feel confident and ready to impress!
✨Tip Number 3
Show off your skills! If you have experience with Intelliflo Office, make sure to highlight that in conversations. It’s a great way to stand out and demonstrate your value to potential employers.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that perfect role. Plus, it’s super easy to keep track of your applications and get updates directly from us.
We think you need these skills to ace IFA Back-Office Administrator in Hingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the IFA market. We want to see how your skills align with the role, so don’t be shy about showcasing relevant tasks you've handled, especially in report writing and client communication.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your familiarity with Intelliflo Office if you have it, and share specific examples of how you've supported advisers in the past.
Show Off Your Interpersonal Skills: Since this role requires excellent interpersonal skills, make sure to highlight any experiences where you’ve successfully communicated with clients or worked as part of a team. We love seeing how you connect with others!
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’s super easy to do!
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. Familiarise yourself with common practices, regulations, and any recent changes in the industry. This will show that you're not just a candidate but someone who is genuinely interested and informed.
✨Get Comfortable with Intelliflo Office
If you have experience with Intelliflo Office, great! If not, take some time to learn the basics before your interview. Being able to discuss how you would use this software in your role can really set you apart from other candidates.
✨Show Off Your Communication Skills
Since managing client communication is a key part of the role, be prepared to demonstrate your interpersonal skills. Think of examples where you've successfully communicated complex information or resolved client issues in the past.
✨Highlight Your Independence
This position requires someone who can work independently. Be ready to share instances where you've taken initiative or managed tasks without much supervision. This will reassure the interviewers that you can handle the responsibilities of the role.