IFA Relationship & Investment Support Associate in Edinburgh
IFA Relationship & Investment Support Associate

IFA Relationship & Investment Support Associate in Edinburgh

Edinburgh Full-Time 30000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support Investment Directors and provide exceptional service to IFAs and clients.
  • Company: Dynamic financial services firm based in Scotland.
  • Benefits: Career advancement opportunities, relevant training, and a supportive work environment.
  • Why this job: Join a team where your skills can shine and lead to exciting career growth.
  • Qualifications: Strong communication skills, attention to detail, and understanding of the IFA marketplace.
  • Other info: Fast-paced environment with potential for professional development.

The predicted salary is between 30000 - 42000 £ per year.

A financial services firm in Scotland is seeking an Administrative Support professional to assist Investment Directors. In this role, you will provide exceptional service to IFAs and clients, manage documentation, and ensure prompt query resolution.

Ideal candidates will have strong communication skills, attention to detail, and an understanding of the IFA marketplace. This position offers opportunities for career advancement to Investment Director, supported by relevant training.

IFA Relationship & Investment Support Associate in Edinburgh employer: 7IM

Join a leading financial services firm in Scotland that prioritises employee development and offers a collaborative work culture. With a focus on exceptional service and client satisfaction, you will have access to comprehensive training programmes and clear pathways for career advancement, including the potential to progress to an Investment Director role. Our supportive environment fosters growth and encourages innovation, making it an excellent place for those seeking meaningful and rewarding employment.
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Contact Detail:

7IM Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land IFA Relationship & Investment Support Associate in Edinburgh

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector, especially those who work with IFAs. A friendly chat can lead to insider info about job openings or even a referral.

✨Tip Number 2

Prepare for interviews by researching the company and its culture. We want you to shine, so practice common interview questions and think about how your skills match the role of an IFA Relationship & Investment Support Associate.

✨Tip Number 3

Showcase your communication skills! During interviews, be clear and concise when discussing your experiences. Remember, this role is all about providing exceptional service, so let your personality shine through.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate candidates ready to grow in the financial services field.

We think you need these skills to ace IFA Relationship & Investment Support Associate in Edinburgh

Administrative Support
Communication Skills
Attention to Detail
Client Service
Documentation Management
Query Resolution
Understanding of IFA Marketplace
Career Advancement Orientation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in financial services and any relevant skills that match the job description. We want to see how your background aligns with the role of supporting Investment Directors and working with IFAs.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the IFA marketplace and how your communication skills can enhance our team's service to clients. We love a personal touch!

Showcase Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves, as it reflects the quality of work we strive for at StudySmarter.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at 7IM

✨Know Your IFAs

Before the interview, take some time to research the Independent Financial Advisors (IFAs) that the firm works with. Understanding their needs and how you can support them will show your commitment and readiness for the role.

✨Showcase Your Communication Skills

Since this role requires strong communication skills, prepare examples of how you've effectively communicated with clients or colleagues in the past. Be ready to discuss how you handle queries and ensure clarity in documentation.

✨Attention to Detail is Key

Bring examples of your work that demonstrate your attention to detail. Whether it’s managing documentation or resolving queries, being able to highlight your meticulous nature will set you apart from other candidates.

✨Express Your Career Aspirations

This position offers a pathway to becoming an Investment Director. Be sure to express your interest in career advancement during the interview. Discuss how you plan to leverage the training provided to grow within the company.

IFA Relationship & Investment Support Associate in Edinburgh
7IM
Location: Edinburgh
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  • IFA Relationship & Investment Support Associate in Edinburgh

    Edinburgh
    Full-Time
    30000 - 42000 £ / year (est.)
  • 7

    7IM

    50-100
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