IFA Administrator

IFA Administrator

Oxford Full-Time 20800 - 24000 £ / year (est.) No home office possible
T

At a Glance

  • Tasks: Support financial advisors with administrative tasks and client management.
  • Company: Join Templegate Recruitment, a leading specialist in financial services recruitment.
  • Benefits: Enjoy 25 days annual leave, extra birthday leave, and a generous pension contribution.
  • Why this job: Be part of a supportive culture that values mental health and work-life balance.
  • Qualifications: No specific qualifications required; just a passion for finance and organisation.
  • Other info: Located in vibrant Summertown, Oxford, this role is office-based.

The predicted salary is between 20800 - 24000 £ per year.

Location: Summertown, Oxford (Office-based)

Benefits:

  • 25 days annual leave plus bank holidays
  • Additional holiday entitlement: +1 day for every full year of service (up to 30 days)
  • Extra day off for your birthday (if it falls on a working day)
  • Annual Mental Health Day
  • 7% pension contribution

Salary: £26,000 - £30,000

IFA Administrator employer: TEMPLEGATE RECRUITMENT LIMITED

At Templegate Recruitment, we pride ourselves on being an exceptional employer, offering a supportive work culture in the vibrant area of Summertown, Oxford. With generous benefits including 25 days of annual leave, additional holiday for long service, and a dedicated Mental Health Day, we prioritise employee well-being and work-life balance. Our commitment to professional growth ensures that as an IFA Administrator, you will have ample opportunities to develop your skills and advance your career in a dynamic financial services environment.
T

Contact Detail:

TEMPLEGATE RECRUITMENT LIMITED Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land IFA Administrator

✨Tip Number 1

Familiarise yourself with the financial services industry, particularly focusing on Independent Financial Advice (IFA). Understanding the key players, regulations, and current trends will help you engage in meaningful conversations during interviews.

✨Tip Number 2

Network with professionals in the financial services sector. Attend local events or join online forums to connect with IFA Administrators or recruiters. This can provide valuable insights and potentially lead to referrals.

✨Tip Number 3

Prepare to discuss your organisational skills and attention to detail, as these are crucial for an IFA Administrator role. Think of specific examples from your past experiences that demonstrate these qualities.

✨Tip Number 4

Research Templegate Recruitment and their values. Tailoring your conversation to align with their mission and demonstrating how you can contribute to their team will make a strong impression during the interview process.

We think you need these skills to ace IFA Administrator

Knowledge of Financial Services
Client Relationship Management
Attention to Detail
Organisational Skills
Communication Skills
Time Management
Proficiency in Microsoft Office Suite
Data Entry Skills
Understanding of Regulatory Compliance
Problem-Solving Skills
Ability to Work Under Pressure
Team Collaboration
Adaptability to Change
Confidentiality and Integrity

Some tips for your application 🫡

Understand the Role: Read the job description for the IFA Administrator position carefully. Make sure you understand the key responsibilities and required skills, so you can tailor your application accordingly.

Tailor Your CV: Customise your CV to highlight relevant experience in financial services or administration. Use keywords from the job description to ensure your CV stands out to recruiters.

Craft a Compelling Cover Letter: Write a cover letter that explains why you are a great fit for the IFA Administrator role. Mention specific experiences that demonstrate your skills and enthusiasm for the position.

Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in this role.

How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED

✨Know Your Financial Services Basics

Make sure you brush up on your knowledge of financial services, especially those relevant to IFA administration. Understanding key concepts and terminology will help you answer questions confidently and demonstrate your expertise.

✨Showcase Your Organisational Skills

As an IFA Administrator, you'll need to manage multiple tasks efficiently. Be prepared to discuss your organisational skills and provide examples of how you've successfully handled administrative duties in the past.

✨Prepare for Behavioural Questions

Expect behavioural interview questions that assess how you handle various situations. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your problem-solving abilities.

✨Ask Insightful Questions

At the end of the interview, take the opportunity to ask thoughtful questions about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you determine if it's the right fit for you.

T
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>