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- Tasks: Support Advisers and Paraplanners by preparing client meeting packs and processing applications.
- Company: Established IFA in Hertfordshire, experiencing exciting growth.
- Benefits: Up to £35,000 salary, annual bonus, and career development opportunities.
- Why this job: Join a dynamic team and kickstart your career in Financial Services.
- Qualifications: Experience in Financial Services, strong communication skills, customer-focused.
- Other info: Full support for financial exams and excellent career progression.
The predicted salary is between 28000 - 42000 £ per year.
IFA Administrator, Hertfordshire. Up to £35,000 plus good benefits and annual bonus.
We are working with a well established IFA who are looking for an experienced Financial Services Administrator with previous experience gained within an IFA. This firm is going through a growth phase and offers the opportunity to further progress and develop your career within Financial Services (Paraplanning, then Adviser).
The role:
- You will be working in a team of Administrators, who work closely with Paraplanners and support a number of Advisers.
- Preparing client meeting packs.
- General administration and maintenance of client files.
- Processing new business applications using various platforms.
- Ensuring that financial transactions are completed correctly & compliantly.
- Booking client meetings and assisting with preparing paperwork & research for new & existing client review meetings.
- Liaising with product and system providers.
To apply:
- You must have previous experience gained in Financial Services preferably within an IFA.
- Strong communication skills, able to demonstrate the ability to interact with colleagues and clients clearly and concisely.
- Financial Services exams a distinct advantage, but not required (they offer full support towards these).
- Customer focused.
IFA Administrator (Financial Services) in England employer: Synchronicity Group
Contact Detail:
Synchronicity Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator (Financial Services) in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience with IFAs. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of the IFA landscape. Understand the key players and current trends in financial services. This will help you impress during interviews and show that you're genuinely interested in the role.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website for the best chance at landing that IFA Administrator role. We’re all about making connections and helping you find the right fit, so don’t miss out on the opportunity!
We think you need these skills to ace IFA Administrator (Financial Services) in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your previous experience in Financial Services and any specific skills that match the job description. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working in Financial Services and how your background makes you a great fit for us. Keep it concise but engaging!
Showcase Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t hesitate to demonstrate your ability to interact effectively with clients and colleagues.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Synchronicity Group
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific role of an IFA Administrator. Familiarise yourself with common processes, platforms, and regulations in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare to discuss your previous experience in detail, especially any roles within an IFA. Think about specific examples where you've successfully supported advisers or worked with paraplanners. Highlight your achievements and how they relate to the responsibilities listed in the job description.
✨Practice Your Communication Skills
Since strong communication skills are key for this role, practice articulating your thoughts clearly and concisely. You might want to do a mock interview with a friend or family member, focusing on how you explain complex financial concepts in simple terms. This will help you feel more at ease during the actual interview.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of your interview. This could be about the company's growth plans, team dynamics, or opportunities for professional development. Asking questions shows your enthusiasm for the role and helps you determine if the company is the right fit for you.
