Administrator
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Position Overview & Specifications
We are a firm of Independent Financial Advisers. We are looking for individuals to join our team of IFA Administrators.
This could be full time or part time/job share. The job will be based in our offices in Gerrards Cross. Whether a school leaver, graduate, job mover, people returning to work you will ideally live locally.
The type of work undertaken will be to support the team, inputting accurate data and produce/prepare communications with clients regards their investments, by use of “back office” and Data Management systems, and provider platforms. It will suit good team players who have the ability to work on their own initiative, who are reliable and who are willing to respond to varying requests.
Essential skills are: IT proficiency, excellent communication skills (written and verbal), good eye for detail, ability to produce accurate work of a high standard
Whilst no experience in Financial Services is necessary some basic knowledge of investments and/or pensions would be helpful.
Job Type: Full-time
Salary: £15,000.00-£30,000.00 per year
Benefits:
- Company pension
Schedule:
- Monday to Friday
Reference ID: Administrator
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: General
Based on transatlantic hiring benchmarks for Administrator roles across Chalfont Investment Consultants Ltd's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to General.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £15,000 - £30,000 bracket, including retirement vesting and health parity.
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