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- Tasks: Provide remote admin support to financial advice firms and clients.
- Company: Join a dynamic team in the financial services sector.
- Benefits: Competitive pay, 100% remote work, holiday entitlement, and exam support.
- Why this job: Make a real impact while working from home in a supportive environment.
- Qualifications: 2 years of IFA admin experience and proficiency in Microsoft Office.
- Other info: Ideal for detail-oriented individuals seeking career growth in finance.
The predicted salary is between 12 - 16 £ per hour.
Location: Home-based
Salary: £14.00 per hour, 35 hours a week, £25,480 plus overtime available
Benefits:
- Competitive salary
- 100% remote role
- Full-time fixed hours
- Death in Service benefit
- Holiday entitlement
- Exam support
- Pension
- Access to Smart Health
About the Role:
We are seeking a self-motivated, detail-oriented IFA Administrator to provide remote administrative and PA support to Financial Advice firms and their clients. The role requires:
- Attention to detail and accuracy
- Adherence to financial regulations (FCA)
- Ability to manage multiple tasks efficiently in a home-based environment
- Availability Monday to Friday, 9:00 am - 5:00 pm
- A suitable quiet home office setup with reliable IT and telecommunications equipment
This position is ideal for candidates with financial services administration experience looking to deliver high-quality support while working remotely.
Key Responsibilities:
- Follow internal procedures and ensure compliance with FCA regulations
- Process new business applications, letters of authority, and change of agency requests
- Act as first point of contact for clients and product providers, handling queries and messages efficiently
- Draft professional emails and letters, transcribe audio files, and maintain accurate documentation
- Update client valuations and manage back-office systems and investment platforms
- Prepare post-review letters and new business illustrations
- Manage diaries and tasks to ensure timely follow-ups
- Support additional administrative tasks as required
Requirements:
- Minimum 2 years experience as an IFA Administrator
- Proficient in Microsoft Outlook, Word, Excel, and PowerPoint
- Accurate typing skills and ability to transcribe letters and audio notes
- Comfortable using Skype and cloud platforms (Dropbox, Google Drive, OneDrive)
- Confident handling IT and telecommunications equipment
- Must have a suitable quiet home office setup
To apply, please submit your application today. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the client. We may also suggest other roles that match your experience.
Please note: Due to the high volume of applications, individual feedback cannot be provided. If you have not heard from us within 7 days, please assume your application was unsuccessful.
IFA Administrator in Sheffield 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 Sheffield
✨Tip Number 1
Make sure you research the company and its values before your interview. This shows that you're genuinely interested and helps you tailor your answers to fit their culture.
✨Tip Number 2
Practice common interview questions with a friend or in front of a mirror. The more comfortable you are with your responses, the more confident you'll feel during the actual interview.
✨Tip Number 3
Prepare some thoughtful questions to ask at the end of your interview. This not only demonstrates your interest but also gives you a chance to assess if the role is right for you.
✨Tip Number 4
After your interview, don’t forget to send a thank-you email. It’s a nice touch that keeps you on their radar and shows your appreciation for the opportunity.
We think you need these skills to ace IFA Administrator in Sheffield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an IFA Administrator. Use keywords from the job description to show that you understand what we're looking for and how you fit the bill.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share why you're passionate about the role and how your skills align with our needs. Keep it professional but let your personality come through.
Showcase Your Attention to Detail: Since this role requires accuracy, make sure your application is free from typos and errors. Double-check everything before hitting send – we love candidates who take pride in their work!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of financial regulations, especially FCA guidelines. Being able to discuss these confidently will show that you're serious about the role and understand the importance of compliance.
✨Showcase Your Skills
Prepare examples of how you've managed multiple tasks in a previous role. Use specific instances where your attention to detail made a difference, like catching an error in documentation or improving a process.
✨Set Up Your Space
Since this is a remote position, ensure your home office is quiet and equipped with reliable tech. During the interview, mention how your setup allows you to work efficiently and stay focused.
✨Practice Professional Communication
Be ready to demonstrate your communication skills. You might be asked to draft an email or respond to a client query during the interview. Practising this beforehand can help you feel more confident and articulate.