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- Tasks: Provide exceptional support to clients and manage important documentation.
- Company: Dynamic financial investment services company in the UK.
- Benefits: Career progression opportunities and comprehensive support for growth.
- Why this job: Join a team where your communication skills can shine and make a difference.
- Qualifications: Strong understanding of the IFA marketplace and excellent communication skills.
- Other info: Exciting path to becoming an Investment Director with ongoing support.
The predicted salary is between 36000 - 60000 £ per year.
A financial investment services company in the United Kingdom is seeking an Administrative Support professional for their Investment Directors. This role involves providing exceptional service support to existing and new clients, managing documentation, and ensuring compliance with internal procedures.
Ideal candidates should have a strong understanding of the IFA marketplace and excellent communication skills. This position offers an opportunity for career progression to an Investment Director role with the necessary support provided.
Investment Associate: Client Services & IFA Relations employer: 7IM
Contact Detail:
7IM Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Associate: Client Services & IFA Relations
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for an Investment Associate role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their approach to client services and IFA relations. We want to see you shine by demonstrating your understanding of the IFA marketplace and how you can contribute to their success.
✨Tip Number 3
Showcase your communication skills! During interviews, be clear and concise in your responses. Use examples from your past experiences to illustrate how you've provided exceptional service support and managed documentation effectively.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Investment Associate: Client Services & IFA Relations
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client services and the IFA marketplace. We want to see how your skills align with what we’re looking for, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: Since this role involves exceptional service support, make sure your written application reflects your communication prowess. Clear, professional language will go a long way in making a great first impression!
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 IFA Marketplace
Make sure you brush up on your understanding of the Independent Financial Advisor (IFA) marketplace. Familiarise yourself with current trends, key players, and regulatory changes. This knowledge will not only impress your interviewers but also show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
Since this role heavily relies on communication, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or family member to refine your responses. Remember, it's not just about what you say, but how you say it!
✨Prepare for Compliance Questions
Given the importance of compliance in this role, be ready to discuss how you would handle documentation and ensure adherence to internal procedures. Think of examples from your past experiences where you successfully managed compliance-related tasks.
✨Express Your Career Aspirations
This position offers a pathway to becoming an Investment Director, so don’t shy away from discussing your career goals. Share your enthusiasm for growth within the company and how you envision your future there. It shows ambition and commitment!
