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- Tasks: Support Financial Planners and manage client documentation and valuations.
- Company: Join a reputable financial advisory firm with a strong growth trajectory.
- Benefits: Enjoy competitive salary, bonuses, and flexible working options.
- Why this job: Be part of a dynamic team making a real impact in wealth management.
- Qualifications: Experience in financial services is preferred; professional qualifications are a plus.
- Other info: Opportunity for hybrid working to suit your lifestyle.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team.
Responsibilities:
- Providing administration and planning support to Financial Planners and a professional service to new and existing clients
- Undertake client valuations and preparing documentation ahead of client reviews
- Liaising with insurers / providers for new business quotations and updating software accordingly
- Ensuring all client records are kept up to standard and all relevant checks etc are completed
Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks.
In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Senior IFA Administrator employer: Switch Recruitment
Contact Detail:
Switch Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator
✨Tip Number 1
Make sure to brush up on your knowledge of pensions, investments, and protection products. Being well-versed in these areas will not only boost your confidence but also impress the interviewers with your expertise.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities within their organisations.
✨Tip Number 3
Prepare for potential interview questions by practising how you would handle client scenarios. Think about how you would manage multiple tasks and ensure client satisfaction, as this is crucial for the role.
✨Tip Number 4
Familiarise yourself with the latest software used in wealth management and financial planning. Highlighting your technical skills during discussions can set you apart from other candidates.
We think you need these skills to ace Senior IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration, particularly in wealth management. Emphasise any relevant qualifications and technical knowledge of pensions, investments, and protection.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific experiences that demonstrate your ability to provide administration and planning support to Financial Planners.
Highlight Communication Skills: Since good verbal and written communication skills are essential for this role, include examples in your application that illustrate how you've effectively communicated with clients or colleagues in previous positions.
Showcase Multi-tasking Abilities: Provide examples of how you have successfully managed multiple tasks in a fast-paced environment. This will demonstrate your ability to handle the responsibilities outlined in the job description.
How to prepare for a job interview at Switch Recruitment
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of pensions, investments, and protection products. Be prepared to discuss specific examples from your previous experience that demonstrate your technical expertise in these areas.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Prepare to discuss how you would handle client valuations and documentation preparation, as well as how you would liaise with insurers and providers.
✨Demonstrate Strong Communication Skills
Since good verbal and written communication skills are essential, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so ensure you can do this in a straightforward manner.
✨Highlight Your Organisational Skills
Given the need to manage multiple tasks, be ready to share examples of how you've successfully prioritised and organised your workload in previous roles. This will show your potential employer that you can handle the demands of the position.
