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- Tasks: Join our team to process financial applications and mentor junior members.
- Company: Be part of an award-winning firm known for its great work culture and employee retention.
- Benefits: Enjoy a competitive salary, personal development opportunities, and a supportive work environment.
- Why this job: This role offers growth, mentorship, and the chance to make a real impact in finance.
- Qualifications: Must have IFA administration experience; mentoring skills are a plus.
- Other info: Permanent position with a focus on teamwork and client relationships.
The predicted salary is between 36000 - 60000 £ per year.
Our award winning Manchester based client are looking to appoint a Senior IFA Administrator to join their team on a permanent basis. You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Mentor and train junior team members Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the client’s financial situation The candidate: Experience managing / training junior team members (desirable) IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) knowledge of provider platforms Highly organised What’s on offer: Starting basic salar…
Senior IFA Administrator employer: Taylor James Professional Recruitment
Contact Detail:
Taylor James Professional Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator
✨Tip Number 1
Familiarize yourself with the key financial products and services that the company offers. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Highlight any experience you have in mentoring or training junior team members. This is a desirable quality for the position, so be prepared to discuss specific examples of how you've supported others in their development.
✨Tip Number 3
If you have experience using Intelligent Office or similar platforms, make sure to mention it during your conversations. Familiarity with these tools can set you apart from other candidates.
✨Tip Number 4
Network with current or former employees of the company on platforms like LinkedIn. They can provide valuable insights into the company culture and may even refer you internally, increasing your chances of landing the job.
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 IFA and financial planning administration. Include specific examples of how you've processed new business applications and managed client portfolios.
Craft a Strong Cover Letter: In your cover letter, emphasize your ability to mentor and train junior team members. Mention your organizational skills and how they have contributed to your previous roles.
Showcase Relevant Experience: Detail your experience with Intelligent Office and any provider platforms you are familiar with. This will demonstrate your readiness for the role and your understanding of the tools used in the industry.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial for the Senior IFA Administrator position.
How to prepare for a job interview at Taylor James Professional Recruitment
✨Showcase Your IFA Experience
Make sure to highlight your previous experience in IFA or financial planning administration. Be prepared to discuss specific examples of how you've processed new business applications and managed client portfolios.
✨Demonstrate Your Mentoring Skills
Since mentoring junior team members is a desirable quality, think of instances where you've trained or supported less experienced colleagues. Share how you helped them grow and the impact it had on the team.
✨Familiarize Yourself with Intelligent Office
If you have experience using Intelligent Office, be ready to discuss it. If not, do some research on its functionalities and how it can streamline financial administration tasks, as this knowledge could impress your interviewers.
✨Prepare Questions for the Interviewers
Prepare thoughtful questions about the company culture, employee development opportunities, and the specifics of the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
