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For Companies At a Glance
- Tasks: Support financial advisors and manage client relationships in a dynamic environment.
- Company: Templegate Recruitment, specialists in financial services with a focus on growth.
- Benefits: Competitive salary, 25 days holiday, pension scheme, and exam support.
- Why this job: Kickstart your career in finance with excellent training and development opportunities.
- Qualifications: Strong organisational skills and a passion for finance.
- Other info: Office-based role in Liverpool with flexible work options after probation.
The predicted salary is between 20000 - 32000 £ per year.
Quick Questions:
- Do you have experience in IFA Support?
- Are you skilled in Inteliflo or similar back-office systems?
- Are you looking for a role in Liverpool?
Benefits:
- 25 days holiday per year.
- Pension scheme: Employer 5% / Employee 4% (to be confirmed).
- Death in Service: 4x salary.
- Exam support: costs, study materials, and 1 resit covered.
- £500 salary increase per exam passed.
About the Company:
Forward-thinking financial planning firm with a strong reputation for delivering tailored advice and outstanding client service. Our team is close-knit and collaborative, combining highly qualified paraplanners, experienced administrators, and dedicated advisers.
Key Duties:
- Research carrying out in depth analysis of many different types of financial contracts.
- Client servicing responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances.
- Preparing packs for meetings completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements.
Skills Required:
- Previous IFA administration experience (essential).
- Strong proficiency with Intelliflo (essential).
- Strong communication skills and confidence liaising with clients and providers.
- Diploma in Regulated Financial Planning desirable but not essential (full exam support provided).
Apply Today For This IFA AdministratorRole:
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.
Note: Due to high application volume, individual feedback cannot be provided. If you havent heard from us within 7 days, please assume your application was unsuccessful.
IFA Administrator employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work as IFA Administrators. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching common questions for IFA Administrator roles. We recommend practising your answers with a friend or in front of a mirror to boost your confidence and nail that interview!
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work or projects that highlight your abilities relevant to the role. This will help you stand out and demonstrate your value to potential employers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate candidates like you to join our team!
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight relevant experience and skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a great fit. Keep it engaging and personal – we love to see your personality!
Showcase Your Attention to Detail: As an IFA Administrator, attention to detail is key. Make sure your application is free from typos and errors. A polished application shows us you care about quality and professionalism.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services, especially the role of an IFA Administrator. Familiarise yourself with key terms and concepts that are relevant to the position, as this will show your genuine interest and understanding of the industry.
✨Prepare for Common Questions
Think about the typical questions you might be asked during the interview, such as your experience with client management or how you handle administrative tasks. Practising your answers can help you feel more confident and articulate during the actual interview.
✨Showcase Your Organisational Skills
As an IFA Administrator, organisation is key. Be ready to discuss specific examples of how you've managed multiple tasks or projects in the past. This will demonstrate your ability to handle the demands of the role effectively.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the company culture, or the support provided for exam costs and study materials. This shows that you're not only interested in the role but also in how you can grow within the company.
