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- Tasks: Support Independent Financial Advisors with administration and client documentation.
- Company: Join a forward-thinking financial services firm in Bracknell.
- Benefits: Enjoy a salary up to £25,000, 25 days' holiday, and birthday leave.
- Why this job: Kickstart your career in a supportive, client-focused environment with growth opportunities.
- Qualifications: Strong organisational skills, attention to detail, and eagerness to learn.
- Other info: Full training provided; thrive in a collaborative team culture.
The predicted salary is between 20000 - 25000 £ per year.
Trainee IFA Administrator – Bracknell | Up to £25,000 | Office Based Are you looking to begin your career in financial services? An exciting opportunity has opened for a Trainee IFA Administrator in Bracknell . This role is perfect for someone eager to learn and grow within a professional, client-focused environment. What’s on Offer: Salary up to £25,000 Career progression and full training Supportive and inclusive work culture 25 days’ holiday , plus birthday leave Opportunity to grow in a forward-thinking financial services firm Role Overview: In this role, you’ll support Independent Financial Advisors (IFAs) with key administration tasks, managing client documentation, and ensuring compliance. You’ll work closely with a collaborative team that values transparency, loyalty, and customer service excellence. Ideal Candidate: Excellent organisational and time-management skills Attention to detail and proficiency with Microsoft Office Eagerness to learn and grow in financial services Ability to thrive in a team setting This is a fantastic opportunity to start your journey in financial services, with plenty of room for career development. Apply today and be part of a supportive, vibrant environment! Apply Now #J-18808-Ljbffr
Trainee Client Services Administrator employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Client Services Administrator
✨Tip Number 1
Research the company culture at StudySmarter and understand our values. This will help you align your responses during any interviews, showcasing how you fit into our supportive and inclusive work environment.
✨Tip Number 2
Network with current or former employees of StudySmarter on platforms like LinkedIn. Engaging with them can provide insights into the role and the team dynamics, which can be beneficial during your application process.
✨Tip Number 3
Prepare to discuss your organisational and time-management skills in detail. Think of specific examples from your past experiences that demonstrate these abilities, as they are crucial for the Trainee Client Services Administrator role.
✨Tip Number 4
Familiarise yourself with basic financial services terminology and concepts. This knowledge will not only impress during interviews but also show your eagerness to learn and grow within the industry.
We think you need these skills to ace Trainee Client Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the Trainee Client Services Administrator role. Emphasise your organisational skills, attention to detail, and any experience with Microsoft Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your eagerness to learn and grow in the financial services sector. Mention why you are interested in this specific role and how you can contribute to the team.
Highlight Teamwork Experience: Since the role values collaboration, include examples of past experiences where you worked effectively in a team. This could be from previous jobs, internships, or even group projects during your studies.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Ortus PSR Ltd.
✨Show Your Eagerness to Learn
Since this role is for a Trainee IFA Administrator, it's crucial to express your enthusiasm for learning. Share examples of how you've taken the initiative to learn new skills or concepts in the past, especially related to financial services.
✨Demonstrate Organisational Skills
Highlight your organisational and time-management abilities during the interview. You might want to discuss specific tools or methods you use to stay organised, as these skills are essential for managing client documentation effectively.
✨Emphasise Teamwork
This position requires collaboration with a team, so be prepared to discuss your experiences working in teams. Share stories that showcase your ability to communicate effectively and contribute positively to group dynamics.
✨Prepare Questions About the Role
Having thoughtful questions ready shows your genuine interest in the position. Ask about the training process, opportunities for career progression, or how the team collaborates to support IFAs. This will demonstrate your proactive approach and eagerness to fit into their culture.
