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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 Newcastle.
- 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 is essential; strong communication skills are a must.
- Other info: Full support for financial exams provided to help you advance your career.
The predicted salary is between 24000 - 36000 £ per year.
Job Description
IFA Administrator, Newcastle. 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
Network with professionals in the financial services sector, especially those who work in IFA firms. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the specific software and platforms commonly used in IFA administration. Being able to demonstrate your proficiency in these tools during an interview can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your previous experience in detail, particularly how it relates to the responsibilities outlined in the job description. Highlight any specific achievements or challenges you've overcome in similar roles.
✨Tip Number 4
Showcase your customer service skills by preparing examples of how you've gone above and beyond for clients in past roles. This will demonstrate your commitment to providing excellent service, which is crucial for this position.
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, client interaction, and any financial services exams you have completed.
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 support Paraplanners and Advisers, and your commitment to providing excellent customer service.
Highlight Technical Skills: Since the role requires solid working experience with Word, Excel, and Outlook, make sure to mention your proficiency with these tools. Provide examples of how you've used them in previous roles to enhance your application.
Showcase Communication Skills: In your application, illustrate your strong communication skills. Provide examples of how you've effectively interacted with colleagues and clients, ensuring clarity and conciseness in your communications.
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 Practical Scenarios
Anticipate questions that may involve practical scenarios, such as processing new business applications or preparing client meeting packs. Be ready to explain your approach to these tasks and how you ensure compliance and accuracy in your work.
✨Emphasise Customer Focus
Highlight your commitment to providing excellent customer service. Prepare examples of how you've gone above and beyond to meet client needs in previous roles, as this will resonate well with the interviewers looking for a customer-focused candidate.
