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- Tasks: Be the go-to person for client queries and support financial advisers.
- Company: Join a growing financial services firm with a strong team culture.
- Benefits: Enjoy 25 days holiday, professional exam support, and a birthday day off.
- Why this job: Kickstart your career in finance with opportunities to progress into advisory roles.
- Qualifications: Experience in financial planning administration and strong IT skills required.
- Other info: Dynamic environment with in-house training and annual salary reviews.
The predicted salary is between 27000 - 30000 £ per year.
Location: Stoke on Trent; hybrid 12 days from home
Salary: £27,000 - £30,000 DOE (full-time)
Benefits:
- Professional industry exams paid for and study supported
- 25 days holiday (excluding Bank Holidays)
- Holiday Purchase Scheme
- In-House Training Academy
- Annual Salary Review
- Day off on Birthday
- Life Assurance & Pension
- Opportunities to progress into Paraplanner or Adviser roles if desired
About the Company:
We are a growing financial services firm looking to expand our administration team. The company prides itself on strong culture and personality fit. This is an excellent opportunity to join a supportive and professional environment with room for progression.
Key Responsibilities:
- Act as the first point of contact for client enquiries regarding pensions, investments, and protection
- Correspond with clients verbally and in writing
- Process new business applications
- Assist Paraplanners and Advisers in preparing client review packs (annual and tri-annual)
- Arrange client meetings and manage Advisers diaries
- Complete Portfolio Illustration requests
- Provide back-office support and ensure administration is completed in line with company procedures
- Maintain accurate, compliant client records on company software
What We're Looking For:
- Previous experience in a Financial Planning administration role (essential)
- Minimum 2-3 years experience, able to hit the ground running
- Confident in IT and office software packages
- Strong organisational, planning, and communication skills
- Ability to prioritise workloads effectively
- Flexibility and adaptability
- Team player with a positive attitude
Desirable Skills:
- Working knowledge of Intelligent Office (IO) and other platform experience
- Understanding of Model Portfolios / DFMs
- Analytical and problem-solving skills
How to Apply:
Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
IFA Administrator in Stoke-on-Trent 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 Stoke-on-Trent
✨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 researching the company culture and values. Since Templegate Recruitment values personality fit, think about how your own values align with theirs. Be ready to share examples of how you've demonstrated these traits in your previous roles.
✨Tip Number 3
Practice your communication skills! As an IFA Administrator, you'll be the first point of contact for clients. Role-play common client scenarios with a friend to boost your confidence and ensure you can handle enquiries smoothly.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace IFA Administrator in Stoke-on-Trent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in financial planning administration and any relevant software knowledge to catch our eye!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the IFA Administrator role. Share your passion for financial services and how your background aligns with our company culture.
Showcase Your Communication Skills: Since you'll be the first point of contact for client enquiries, it's crucial to demonstrate your strong communication skills. Use clear and concise language in your application to reflect this.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and administration. Familiarise yourself with common terms and processes, especially those related to pensions, investments, and protection. This will help you answer questions confidently and show that you're ready to hit the ground running.
✨Showcase Your Experience
Be prepared to discuss your previous experience in a financial planning administration role. Highlight specific examples where you've successfully managed client enquiries or supported advisers. This will demonstrate your capability and how you can contribute to the team right away.
✨Demonstrate Your IT Skills
Since the role requires confidence in IT and office software, be ready to talk about your proficiency with relevant tools. If you have experience with Intelligent Office or similar platforms, mention it! Showing that you can navigate these systems will give you an edge.
✨Emphasise Teamwork and Adaptability
The company values a strong culture and personality fit, so be sure to convey your ability to work well in a team. Share examples of how you've adapted to changes in the workplace or collaborated with colleagues to achieve goals. A positive attitude goes a long way!