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- Tasks: Support financial advisers and assist in client reviews and business applications.
- Company: A trusted UK-based independent financial advice firm with a dynamic culture.
- Benefits: Private medical insurance, pension scheme, income protection, and annual bonus.
- Why this job: Join a supportive team and help clients achieve their financial goals.
- Qualifications: Strong numeracy and communication skills; experience with back-office systems is a plus.
- Other info: Hybrid working arrangement available; excellent career development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Do you have experience supporting financial advisers?
Are you proficient with IO, Aberdeen, Aviva, Transact, or similar back-office systems?
Are you looking for a hybrid working arrangement?
Benefits:
- Private medical insurance
- Pension scheme
- Income protection
- Annual bonus
About the Company:
This UK-based independent financial advice firm is built on trust, transparency, and personalised client service. They provide expertise across pensions, investments, and protection, offering a supportive and dynamic environment for those passionate about helping clients achieve their financial goals.
Key Duties:
- Assist in the preparation of annual client reviews
- Complete files in line with compliance standards
- Liaise with providers and clients regarding new and existing business, including pensions, investments, life cover, and employee benefits
- Support the preparation of simple suitability reports
- Process and submit new business applications, both online and by post, and monitor progress
Skills Required:
- Strong numeracy, reporting, and communication skills
- Proficient in Microsoft Word, Excel, and Outlook
- Knowledge of Intelliflo is advantageous
- Experience with provider/platforms such as Abrdn WRAP, Aviva, Transact, AJ Bell, James Hay, Brooks Macdonald, Advance Embark, Utmost, or Tatton is beneficial but not essential
Apply Today:
Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested.
Please note: Due to high application volume, individual feedback cannot be provided. If you haven't heard from us within 7 days, please assume your application was unsuccessful.
IFA Administrator in Billericay employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Billericay
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of back-office systems like Intelliflo, Aberdeen, and Aviva. Be ready to discuss how your experience aligns with the key duties mentioned in the job description, especially around compliance and client communication.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that resonate with your values. Check out our website for roles that match your skills and passion for helping clients achieve their financial goals. Tailor your approach to each company’s culture!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
We think you need these skills to ace IFA Administrator in Billericay
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight any experience you have supporting financial advisers and working with back-office systems like IO or Transact. We want to see how your skills match what we're looking for!
Showcase Your Skills: Don’t forget to showcase your strong numeracy, reporting, and communication skills in your application. Use specific examples to demonstrate how you've used these skills in previous roles. This helps us see your potential fit for our team!
Be Clear and Concise: When writing your application, keep it clear and concise. Avoid jargon and make sure your points are easy to understand. We appreciate straightforward communication, just like we do with our clients!
Apply Through Our Website: Remember to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the process smoother for everyone involved!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of financial advising and the specific systems mentioned in the job description, like IO and Transact. Being able to discuss your experience with these tools will show that you're ready to hit the ground running.
✨Showcase Your Communication Skills
Since the role involves liaising with clients and providers, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated complex information in the past, as this will demonstrate your strong communication skills.
✨Prepare for Compliance Questions
Given the emphasis on compliance standards, be ready to discuss how you've ensured compliance in previous roles. Think of specific instances where you’ve completed files or reports in line with regulations, as this will highlight your attention to detail.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company culture, the team you'll be working with, or how they support professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
