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- Tasks: Support Financial Advisers and manage client databases in a friendly office.
- Company: Join a supportive team in the wealth management sector with great career growth.
- Benefits: Enjoy a competitive salary, 25 days holiday, and a bonus scheme.
- Why this job: Perfect for those seeking a stable role with excellent development opportunities.
- Qualifications: Previous experience in financial services and strong customer service skills required.
- Other info: Office-based position with a 9-5 schedule, no weekends!
The predicted salary is between 28000 - 42000 £ per year.
We are seeking an experienced IFA / Wealth Management Administrator to join our client at their friendly office. A background in Financial Services is desirable. You will be supporting the Financial Advisers to provide the best advice and service to a variety of clients. This is an office-based position and provides excellent career progression.
Duties include:
- Act as point of contact for all clients and providers
- Maintaining client database, updating accurately
- Assist with processing of new business and review packs
- Other administration duties as required
You must be a team player with excellent customer service skills and have a commitment to providing outstanding advice. Previous experience in a similar role is required.
In return you will receive a healthy salary, a 9 - 5 working day with 25 days holiday plus Bank Holidays, in a friendly, supportive environment with excellent career development prospects.
Job Type: Full-time, Permanent
Pay: Up to £35,000.00 per year
Additional pay: Bonus scheme
Benefits:
- Company events
- Company pension
- Life insurance
- Private medical insurance
Schedule: Day shift, Monday to Friday, No weekends
Work Location: In person
IFA Administrator employer: Carlton Mays
Contact Detail:
Carlton Mays Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network with professionals in the financial services industry. Attend local events or join online forums where you can connect with IFA Administrators and Financial Advisers. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest tools and software used in wealth management administration. Being proficient in these systems can set you apart from other candidates and show your commitment to the role.
✨Tip Number 3
Prepare for potential interview questions by researching common scenarios faced by IFA Administrators. Think about how you would handle client queries or manage multiple tasks, as this will demonstrate your problem-solving skills.
✨Tip Number 4
Showcase your customer service skills during any interactions with our team. Whether it's through a phone call or an informal chat, demonstrating your ability to communicate effectively and empathetically can leave a lasting impression.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and administration. Emphasise any previous roles where you supported financial advisers or managed client databases.
Craft a Compelling Cover Letter: Write a cover letter that showcases your customer service skills and commitment to providing outstanding advice. Mention specific examples from your past experience that demonstrate your ability to excel in this role.
Highlight Teamwork Skills: Since the job requires being a team player, include examples of how you've successfully collaborated with colleagues in previous positions. This will show that you can fit into their friendly office environment.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in an administrative role.
How to prepare for a job interview at Carlton Mays
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services and wealth management. Be prepared to discuss industry trends, regulations, and how they impact client advice. This will show your potential employer that you are serious about the role.
✨Demonstrate Your Customer Service Skills
Since the role requires excellent customer service, think of examples from your past experiences where you provided outstanding service. Be ready to share these anecdotes during the interview to highlight your skills.
✨Familiarise Yourself with Client Management Tools
Research common client database systems used in the financial services sector. If you have experience with any specific tools, be sure to mention them. This shows that you can hit the ground running and support the advisers effectively.
✨Prepare Questions for Your Interviewers
Have a few thoughtful questions ready to ask your interviewers. This could include inquiries about the company culture, career progression opportunities, or specifics about the team you'll be working with. It demonstrates your interest in the role and the company.
