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- Tasks: Support financial advisers with administration tasks and client communications.
- Company: Join a growing wealth management business in Wolverhampton.
- Benefits: Enjoy a competitive salary, bonuses, pension, and flexible working options.
- Why this job: Great opportunity to kickstart your career in financial services with a supportive team.
- Qualifications: 1 year of experience in financial services administration is required.
- Other info: Study leave provided for further qualifications.
The predicted salary is between 19800 - 46200 £ per year.
Are you looking for an opportunity to progress your career within the Financial Services industry? Are you an experienced IFA Support Administrator, looking for an opportunity to join a growing wealth management business, based in the Wolverhampton area? This is a fantastic opportunity to progress in the Financial Services arena.
Job Summary: To provide administration support for a team of financial advisers and employee benefit consultants to ensure the delivery of market leading client advice and information services. A varied and challenging role requiring someone with a strong desire to excel in all aspects of what they do. Must be precise.
Responsibilities:
- Work closely with the advisers
- Liaise with product providers to ensure timely and accurate responses to clients
- Send Letters of Authority and gather accurate information
- Obtain illustrations and application forms
- Production of portfolio valuations
- Provide a friendly and professional point of contact for clients and enquiries
- Manage diary and tasks to ensure client reviews and other client service actions are delivered on time
Qualifications and Experience:
- Minimum 1 year experience in financial services administration
- Salary range up to £33k depending upon experience
- Pension and death in service benefits
- Bonus
- The ability and support to work flexibly where appropriate, in terms of hours and location
- Support with further qualifications, including study leave
If you are interested and want to find out more about this IFA Support Admin role, contact HELEN SPRIGGS through here or via LINKEDIN.
Financial Adviser Support Administrator employer: Aspire Recruitment Solutions
Contact Detail:
Aspire Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser Support Administrator
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as financial advisers or in support roles. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the specific tools and software commonly used in financial administration. Being proficient in these can set you apart from other candidates and show your commitment to excelling in the role.
✨Tip Number 3
Prepare to discuss your previous experience in detail during interviews. Highlight specific examples of how you've successfully supported financial advisers or managed client communications, as this will demonstrate your capability for the role.
✨Tip Number 4
Research the company culture and values of the wealth management business you're applying to. Tailoring your conversation to align with their ethos can help you make a strong impression during any discussions.
We think you need these skills to ace Financial Adviser Support Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasise any specific skills or achievements that align with the responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry and your desire to support financial advisers. Mention your experience and how it prepares you for this role, focusing on your attention to detail and client service skills.
Highlight Relevant Qualifications: If you have any qualifications related to financial services, be sure to mention them. This could include certifications or courses that demonstrate your commitment to professional development in the field.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial in this role.
How to prepare for a job interview at Aspire Recruitment Solutions
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services and the role of a Financial Adviser Support Administrator. Be prepared to discuss key concepts, terminology, and how they relate to the responsibilities outlined in the job description.
✨Demonstrate Attention to Detail
Since the role requires precision, be ready to provide examples from your past experience where your attention to detail made a significant impact. This could include managing client information or ensuring accurate documentation.
✨Showcase Your Communication Skills
As you'll be liaising with advisers and clients, highlight your communication skills during the interview. Prepare to discuss how you handle client enquiries and maintain professional relationships.
✨Prepare Questions for the Interviewer
Have thoughtful questions ready to ask the interviewer about the company culture, team dynamics, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
