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- Tasks: Support new member onboarding and manage client novation processes.
- Company: Join a growing, FCA-regulated IFA Network with over 20 years of experience.
- Benefits: Enjoy hybrid working options and a competitive salary up to £33k.
- Why this job: Be part of an exciting growth program in a supportive and diverse team.
- Qualifications: Experience in novations or as an IFA Administrator is desirable.
- Other info: Training provided with potential for future career progression.
The predicted salary is between 19800 - 46200 £ per year.
Agency Coordinator Hybrid working Up to £33k Cardiff This role is best suited to those with novation’s experience within Financial Services or an IFA Administrator who has experience within either client novation’s, letter of authority process or communicating with product providers. You will be joining an emerging departing of a growing business with training provided and potential room to grow and progress in the future. Novations experience desirable. Hybrid working and Salary up to £33k. The Business The company are an FCA-regulated, growing IFA Network. They are a robust, institutionally backed group, with a diverse, supportive, and highly experienced team. They have been in existence for over 20 years and are currently embarking on an exciting growth programme. The Role Within the role as agency coordinator, you will be working within the IFA Network, supporting new member on-boarding for internal and FCA purposes. After completing on-boarding, you will be dealing with client novation with product providers, communicating with each provider to ascertain requirements and actioning requirements, ensuring all relevant paperwork is completed. Alongside this, you will be supporting the Letter of Authority process within network migration. Within the department, you will be answering any queries from member…
Operations Support employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Support
✨Tip Number 1
Familiarize yourself with the novation process in financial services. Understanding the nuances of client novations and the letter of authority process will give you a significant edge during discussions.
✨Tip Number 2
Network with professionals in the IFA sector. Engaging with current employees or industry contacts can provide insights into the company culture and expectations, which can be invaluable during your interview.
✨Tip Number 3
Prepare to discuss your experience with product providers. Be ready to share specific examples of how you've successfully communicated requirements and completed necessary paperwork in previous roles.
✨Tip Number 4
Show enthusiasm for growth and learning. Since this role offers training and progression opportunities, expressing your eagerness to develop within the company can make a positive impression.
We think you need these skills to ace Operations Support
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize any experience you have with novations, client onboarding, or working with product providers. Tailor your CV and cover letter to showcase how your background aligns with the requirements of the Operations Support role.
Showcase Communication Skills: Since the role involves communicating with product providers and answering queries from members, highlight your communication skills in your application. Provide examples of how you've effectively communicated in previous roles.
Express Enthusiasm for Growth: The company is looking for candidates who are eager to grow and progress. In your cover letter, express your enthusiasm for the opportunity to develop within the organization and mention any relevant training or development experiences.
Proofread Your Application: Before submitting your application, take the time to proofread your documents. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in the financial services industry.
How to prepare for a job interview at Finlink Ltd
✨Show Your Novation Experience
Make sure to highlight any relevant experience you have with novations, especially within Financial Services. Be prepared to discuss specific examples of how you've handled client novations or communicated with product providers.
✨Understand the Letter of Authority Process
Familiarize yourself with the Letter of Authority process as it relates to network migration. Being able to explain this process clearly will demonstrate your knowledge and readiness for the role.
✨Research the Company
Take some time to learn about the company’s history, values, and recent developments. Understanding their growth program and how you can contribute will show your genuine interest in the position.
✨Prepare Questions
Think of insightful questions to ask during the interview. This could include inquiries about team dynamics, training opportunities, or the company's future plans. It shows that you are engaged and thinking about your long-term fit within the organization.
