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- Tasks: Support Financial Planners by processing new business and managing client communications.
- Company: Join JohnstonGreer, a leading firm in wealth management and financial planning.
- Benefits: Enjoy a competitive salary and benefits package with opportunities for growth.
- Why this job: Be part of a dynamic team making a real impact in clients' financial futures.
- Qualifications: Must have at least 2 years of experience in a financial planning environment.
- Other info: This role requires an EU work permit.
The predicted salary is between 25000 - 28000 £ per year.
We are seeking an experienced IFA Administrator to join our team supporting Financial Planners. Your responsibilities will include processing new business, valuations, quotations, liaising with providers and third parties, monitoring compliance, and managing our database. You will engage in high levels of client communication and prepare for client meetings as part of your daily activities.
Requirements include at least 2 years of experience supporting IFAs or Advisors within a financial planning environment.
Financial Services Administrator employer: JohnstonGreer
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Network with professionals in the financial services sector. Attend industry events or join online forums where you can connect with IFAs and other administrators. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and compliance standards. Being knowledgeable about these areas will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare to discuss your experience in client communication and database management. Think of specific examples where you've successfully managed client relationships or improved processes, as these will be key talking points in your conversations.
✨Tip Number 4
Research JohnstonGreer and their approach to wealth management. Understanding their values and services will allow you to tailor your discussions and show how you can contribute to their team effectively.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in supporting IFAs or Advisors, particularly within a financial planning environment. Use specific examples of your previous roles and responsibilities that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that clearly outlines your motivation for applying to JohnstonGreer. Mention your relevant experience, skills in client communication, and how you can contribute to their team as an IFA Administrator.
Highlight Relevant Skills: In your application, emphasise skills such as processing new business, managing databases, and monitoring compliance. These are crucial for the role and should be evident in your written application.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial services sector.
How to prepare for a job interview at JohnstonGreer
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services and products. Understanding the basics of investment and retirement planning will show that you're serious about the role and can engage in meaningful conversations with the interviewers.
✨Highlight Relevant Experience
Since the role requires at least 2 years of experience supporting IFAs or Advisors, be prepared to discuss your previous roles in detail. Share specific examples of how you've contributed to client communication, compliance monitoring, and database management.
✨Prepare Questions for the Interviewers
Interviews are a two-way street. Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This not only shows your interest but also helps you determine if the company is the right fit for you.
✨Demonstrate Strong Communication Skills
As the role involves high levels of client communication, it's crucial to demonstrate your communication skills during the interview. Practice articulating your thoughts clearly and confidently, and be ready to showcase your ability to handle client queries effectively.
