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For Companies At a Glance
- Tasks: Support Advisers and Paraplanners with client meetings and administration tasks.
- Company: Join a well-established IFA experiencing exciting growth in Hull.
- Benefits: Enjoy a competitive salary, annual bonus, and opportunities for career progression.
- Why this job: Be part of a dynamic team and make a real impact in financial services.
- Qualifications: Previous experience in Financial Services, strong communication skills, and proficiency in Word, Excel, and Outlook.
- Other info: Full support for financial services exams provided.
The predicted salary is between 24000 - 36000 £ per year.
Job Description
IFA Administrator, Hull. up to £30,000 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 n IFA.
This firm is going through a growth phase and offers the opportunity to further progress and develop your career within Financial Services.
The role:
- You'll be working in a team of Administrators working closely with Paraplanners and supporting 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 communications skills, able to demonstrate the ability to interact with colleagues and clients clearly and concisely.
- Financial Services exams a distinct advantage (they offer full support towards these)
- Customer focused. Ensuring the customer is always provided with the highest possible service.
- Solid working experience of Word, Excel & Outlook.
For further information about this and many other great opportunities in Financial Services, please contact Synchronicity Wealth.
IFA Administrator (Financial Services) employer: Synchronicity Group
Contact Detail:
Synchronicity Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator (Financial Services)
✨Tip Number 1
Familiarise yourself with the specific financial services platforms mentioned in the job description. Being able to demonstrate your knowledge of these systems during an interview can set you apart from other candidates.
✨Tip Number 2
Network with professionals already working in the IFA sector. Attend industry events or join relevant online forums to connect with others who can provide insights and potentially refer you to opportunities within their firms.
✨Tip Number 3
Brush up on your communication skills, as this role requires clear interaction with both colleagues and clients. Practising how to convey complex information simply can help you shine in interviews.
✨Tip Number 4
Consider obtaining or progressing towards financial services qualifications. Even if not mandatory, having these credentials can demonstrate your commitment to the field and enhance your appeal to potential employers.
We think you need these skills to ace IFA Administrator (Financial Services)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience in Financial Services, particularly within an IFA. Emphasise relevant skills such as administration, communication, and customer service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that demonstrate your ability to support Advisers and work with Paraplanners effectively.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Word, Excel, and Outlook. Also, mention any financial services exams you have completed or are pursuing, as this is a distinct advantage.
Showcase Customer Focus: Demonstrate your commitment to providing excellent customer service. Include examples of how you've ensured high-quality service in previous roles, as this is crucial for the position.
How to prepare for a job interview at Synchronicity Group
✨Showcase Your Financial Services Knowledge
Make sure to brush up on your knowledge of financial services, especially in relation to Independent Financial Advisers (IFAs). Be prepared to discuss your previous experience and how it relates to the role, as well as any relevant financial services exams you've completed.
✨Demonstrate Strong Communication Skills
Since the role requires interaction with colleagues and clients, practice articulating your thoughts clearly and concisely. Think of examples from your past experiences where you successfully communicated complex information to clients or team members.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and customer service skills. Prepare scenarios where you had to handle difficult situations or ensure compliance in financial transactions, and explain how you approached them.
✨Familiarise Yourself with Relevant Software
The job mentions a solid working experience of Word, Excel, and Outlook. Be ready to discuss how you've used these tools in your previous roles, and consider preparing examples of how you've improved efficiency or organisation through their use.
