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For Companies At a Glance
- Tasks: Support financial advisers with admin tasks and client correspondence.
- Company: Respected financial advisory firm with a friendly team atmosphere.
- Benefits: Competitive salary, flexible hours, and excellent training opportunities.
- Why this job: Join a reputable firm and kickstart your career in financial services.
- Qualifications: Experience in financial services and strong organisational skills.
- Other info: Great potential for career progression in a supportive environment.
The predicted salary is between 25000 - 30000 £ per year.
Find out more about this role by reading the information below, then apply to be considered.
Full-time or reduced hours / days considered.
A respected financial advice / IFA firm with an established company and a welcoming friendly administration team. Flexibility on hours and days considered.
About Our Client
A successful West Midlands based independent financial advisory practice with an excellent local reputation is looking to recruit a Financial Planning / IFA Administrator to join their team in Tamworth.
Job Description
- Providing support & administration services for a team of Financial Advisers
- New business admin
- Adding & scanning documents to the back-office system
- Processing of adviser and provider documentation
- Obtaining illustrations
- Preparing client correspondence
- Maintain back office systems and client records
Candidate requirements
- The ideal candidate will have a background in Financial Services
- Suitable backgrounds could include IFA Admin, Wealth Admin, IFA Client Support, Mortgage Administration.
- Be well organised
- Good level of attention to detail
- Excellent communication skills
- Be a positive team player
What’s on offer
- Salary full time circa £25,000 - £30,000
- If reduced hours, salary based on pro rata
- Benefits package
- Excellent on the job training available
- Future progression available
Your contact for this vacancy is Keith Enright. TG Selection is a specialist Financial Services recruitment firm with routes dating back 25 years in the West Midlands.
IFA Administrator in Tamworth employer: TG Selection
Contact Detail:
TG Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Tamworth
✨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!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their services and think about how your skills can contribute to their team. This will help you stand out as a candidate who’s genuinely interested.
✨Tip Number 3
Practice your communication skills! As an IFA Administrator, you'll need to convey information clearly. Try mock interviews with friends or family to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that perfect job, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace IFA Administrator in Tamworth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight any relevant experience in financial services and showcase your organisational skills. We want to see how you can support our team of Financial Advisers!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our friendly administration team. Share specific examples of your attention to detail and communication skills that align with what we’re looking for.
Showcase Your Team Spirit: We love a positive team player! In your application, mention any experiences where you've worked collaboratively. This will help us see how you can contribute to our welcoming environment at StudySmarter.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at TG Selection
✨Know Your Financial Stuff
Brush up on your knowledge of financial services and the role of an IFA Administrator. Be ready to discuss your previous experience in similar roles, as well as any relevant qualifications. This will show that you’re not just a good fit for the job, but that you’re genuinely interested in the field.
✨Show Off Your Organisational Skills
Since the role requires excellent organisation, prepare examples of how you've successfully managed multiple tasks or projects in the past. Think about specific situations where your attention to detail made a difference, and be ready to share these during the interview.
✨Communicate Clearly
Strong communication skills are key for this position. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable discussing your experiences and answering common interview questions.
✨Be a Team Player
The job description highlights the importance of being a positive team player. Prepare to discuss how you’ve collaborated with others in previous roles. Share stories that demonstrate your ability to work well within a team and contribute to a positive work environment.
