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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 with opportunities for career growth.
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
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 High Wycombe 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 High Wycombe
✨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, IO, and others mentioned in the job description. Being able to chat confidently about these tools will show you're ready to hit the ground running!
✨Tip Number 3
Don’t just apply and wait! Follow up with a quick email or message to express your enthusiasm for the role. It shows initiative and keeps you on their radar, which is always a plus.
✨Tip Number 4
Check out our website for more opportunities and tips tailored to your job search. We’re here to help you land that perfect role, so make sure you’re utilising all the resources we offer!
We think you need these skills to ace IFA Administrator in High Wycombe
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 how you'd fit into our team!
Be Clear and Concise: When writing your application, keep it clear and concise. Avoid jargon and get straight to the point about why you're a great fit for the role. We appreciate straightforward communication, just like we do with our clients!
Apply Through Our Website: Make sure 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 keeps everything organised on our end, which we love!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your experience supporting financial advisers. Be ready to discuss specific examples of how you've assisted them in the past, especially with compliance standards and client reviews.
✨Familiarise with Back-Office Systems
If you have experience with IO, Aberdeen, Aviva, or Transact, highlight it! If not, do a bit of research on these systems so you can speak confidently about how you would adapt to using them.
✨Showcase Your Communication Skills
Since strong communication is key in this role, prepare to demonstrate your ability to liaise effectively with clients and providers. Think of scenarios where you’ve successfully communicated complex information.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to client service and their hybrid working arrangement. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
