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For Companies At a Glance
- Tasks: Support Advisers and a Paraplanner while managing client files and processing applications.
- Company: Join a well-established IFA in Newcastle, part of a larger UK group.
- Benefits: Enjoy a competitive salary, bonuses, and opportunities for career progression.
- Why this job: Gain valuable experience in Financial Services with a focus on customer service and teamwork.
- Qualifications: Previous experience in Financial Services is essential; strong communication skills required.
- Other info: Ideal for those looking to transition into a Paraplanner role.
The predicted salary is between 24000 - 28000 £ per year.
Job Description
IFA Administrator/Paraplanner, Newcastle. £30,000-£35,000 plus benefits and bonus.
- We are working with a well established IFA based in Newcastle who are looking for an experienced IFA Administrator (ideally with some exposure/experience of Paraplanning as well).
- This is a dual role initially covering Administration and Paraplanning, but progressing into a Paraplanner role.
- This firm is part of a larger group with several offices across the UK.
- You'll be supporting 4 Advisers and a Paraplanner whilst working in a team of Administrators.
- Opportunity to further progress and develop your career within Financial Services is available.
The role:
- Administration and maintenance of client files
- Processing new business applications using various platforms
- Ensuring that financial transactions are completed correctly & compliantly
- Assist with preparing paperwork and research for new & existing client review meetings
- Writing suitability reports
- Undertaking Research and analysis
- Liaising with product and system providers
- Fee and commission reconciliation
- File audits as required
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.
- Customer focused. Ensuring the customer is always provided with the highest possible service.
- Solid working experience of Word, Excel & Outlook. IO experience a distinct advantage.
- Experience working with Transact and/or Quilter Platforms is desirable.
For further information about this and many other great opportunities in Financial Services, please contact Synchronicity Wealth.
IFA Administrator/Trainee Paraplanner employer: Synchronicity Group
Contact Detail:
Synchronicity Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator/Trainee Paraplanner
✨Tip Number 1
Familiarise yourself with the specific platforms mentioned in the job description, such as Transact and Quilter. Having a solid understanding of these systems will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 2
Network with professionals already working in the financial services sector, particularly those in IFA roles. Engaging with them can provide you with valuable insights into the day-to-day responsibilities and expectations, which can be beneficial when discussing your fit for the position.
✨Tip Number 3
Prepare to discuss your customer service approach in detail. Since the role emphasises a customer-focused mindset, think of examples from your past experiences where you went above and beyond to ensure client satisfaction.
✨Tip Number 4
Showcase your organisational skills by preparing a mock client file or report. This practical demonstration of your ability to manage documentation and compliance will set you apart and highlight your readiness for the administrative aspects of the role.
We think you need these skills to ace IFA Administrator/Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Financial Services, particularly any roles related to IFA Administration or Paraplanning. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your strong communication skills and customer-focused approach. Mention specific experiences that relate to the responsibilities listed in the job description, such as processing new business applications or writing suitability reports.
Highlight Technical Skills: Emphasise your proficiency in Word, Excel, and Outlook, as well as any experience with Transact or Quilter Platforms. Providing examples of how you've used these tools effectively in previous roles can strengthen your application.
Showcase Your Teamwork: Since the role involves supporting Advisers and working within a team of Administrators, include examples of successful teamwork in your application. Highlight how you’ve collaborated with colleagues to achieve common goals in past positions.
How to prepare for a job interview at Synchronicity Group
✨Know Your Financial Services Basics
Make sure you brush up on your knowledge of financial services, especially the role of an IFA. Understanding key concepts and terminology will help you communicate effectively during the interview.
✨Demonstrate Your Administration Skills
Be prepared to discuss your previous experience in administration, particularly in a financial context. Highlight specific examples where you've successfully managed client files or processed applications.
✨Showcase Your Communication Skills
Since strong communication is crucial for this role, think of instances where you've effectively interacted with clients or colleagues. Be ready to explain how you ensure clarity and conciseness in your communications.
✨Familiarise Yourself with Relevant Software
If you have experience with Word, Excel, Outlook, or platforms like Transact and Quilter, make sure to mention it. If not, consider doing a quick tutorial to get familiar with these tools before the interview.
