At a Glance
- Tasks: Support financial consultants with admin tasks and client management.
- Company: Leading Independent Financial Advisors in Ipswich, known for trusted client service.
- Benefits: Health programme, company events, hybrid working, and enhanced leave options.
- Other info: Great opportunity for career growth in a dynamic environment.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: 2 years IFA administration experience and strong IT skills required.
The predicted salary is between 30000 - 42000 £ per year.
A leading Independent Financial Advisors based in Ipswich is currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that prides itself on providing a dedicated and trusted service to their clients.
The successful candidate will be fully responsible for providing efficient, compliant and comprehensive technical, administrative support to the firm’s Financial Consultants.
Key Duties & Responsibilities Include:
- Processing premium payments
- Answering the telephone, note and message taking, dealing with enquiries
- Creating new files
- Maintaining accurate client and policy records through client management systems and associated IT solutions
- Liaising with third parties to obtain client valuations
- Preparing illustrations for products, ready for advice team to present at client meetings
- With the assistance of the financial advice team, prepare suitability reports, confirming advice and financial solutions to the customer
- Liaising with product providers and head office to maintain up to date product knowledge
- Ensuring that all compliance procedures are adhered to
Skills & Experience Required:
- 2 years minimum IFA Administration experience
- Driven, with a ‘can-do’ attitude
- A high degree of accuracy and attention to detail
- Excellent organisational and planning skills with the ability to prioritise workloads
- Strong IT skills, including the use of MS Word, Excel & Outlook
- GCSE passes at grades B/Level 6 or above in English or Maths (or the equivalent)
Benefits Include (subject to eligibility):
- Health & wellbeing programme
- Company events
- Additional leave
- Company pension
- Enhanced maternity and paternity leave
- Cycle to work scheme
- Life insurance
- Paid volunteer time
- Referral programme
- Hybrid working upon successful completion of a probationary period
Financial Services Administrat... in Ipswich employer: Time Appointments
Join a leading Independent Financial Advisors in Ipswich, where we prioritise a supportive and collaborative work environment. Our commitment to employee well-being is reflected in our comprehensive benefits package, including health programmes, enhanced leave options, and opportunities for professional growth. With a focus on delivering exceptional service to our clients, we foster a culture of excellence and teamwork, making this an ideal place for motivated individuals seeking a rewarding career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrat... in Ipswich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, and don’t be shy about letting them know you’re on the lookout for opportunities. A friendly chat can sometimes lead to job openings that aren’t even advertised!
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission. We recommend practising common interview questions and having some thoughtful queries ready to ask them too!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. It shows your enthusiasm for the role and gives you another chance to reiterate why you’d be a great fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Financial Services Administrat... in Ipswich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Services Administrator role. Highlight your relevant experience, especially any IFA Administration experience you have, and showcase your skills in organisation and attention to detail.
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 team. Mention your 'can-do' attitude and how you can contribute to providing a dedicated service to our clients.
Show Off Your IT Skills:Since strong IT skills are a must, don’t forget to mention your proficiency in MS Word, Excel, and Outlook. If you have experience with client management systems, make sure to include that too!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Time Appointments
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific duties mentioned in the job description. Familiarise yourself with terms like premium payments, client management systems, and compliance procedures. This will show that you're not just interested in the role but also understand what it entails.
✨Show Off Your Organisational Skills
Since the role requires excellent organisational and planning skills, be ready to discuss how you've managed workloads in the past. Prepare examples of how you prioritised tasks or handled multiple responsibilities simultaneously. This will demonstrate your ability to thrive in a busy environment.
✨Be Ready for Technical Questions
Expect questions about your IT skills, especially with MS Word, Excel, and Outlook. You might be asked to describe how you've used these tools in previous roles. Brush up on any relevant features or functions that could be useful in the job, and be prepared to give specific examples.
✨Demonstrate Your 'Can-Do' Attitude
The company is looking for someone driven with a positive attitude. During the interview, share instances where you went above and beyond to solve a problem or improve a process. This will highlight your proactive nature and fit with their team culture.
