Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Advisers with administration tasks and manage client records.
- Company: Dynamic recruitment agency in Beckenham with a focus on finance.
- Benefits: Competitive salary between £30,000 and £38,000 and a supportive work environment.
- Why this job: Join a team where your organisational skills can shine and make a difference.
- Qualifications: Experience in Financial Planning and strong organisational skills.
- Other info: Office-based role with opportunities for professional growth.
The predicted salary is between 30000 - 38000 £ per year.
A recruitment agency in Beckenham is seeking an experienced Financial Administrator to support Financial Advisers with administration tasks. This office-based role involves managing client records, ensuring compliance, and using various CRM systems like Salesforce.
The ideal candidate will have experience in Financial Planning and possess strong organisational skills. Competitive salary between £30,000 and £38,000 offered.
Senior IFA Administrator - Finance & CRM Support Pro in London employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator - Finance & CRM Support Pro in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your experience in financial administration. This will help you stand out as a candidate who truly gets what they're about.
✨Tip Number 3
Show off your CRM skills! If you've worked with Salesforce or similar systems, be ready to discuss specific examples of how you've used them to improve processes or support financial advisers. This will demonstrate your hands-on experience.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find roles that match your skills and experience. Plus, applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Senior IFA Administrator - Finance & CRM Support Pro in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial administration and CRM systems. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior IFA Administrator role. We love seeing enthusiasm and a clear understanding of what the job entails.
Showcase Your Organisational Skills: Since this role requires strong organisational skills, give examples in your application of how you've successfully managed client records or ensured compliance in previous roles. We appreciate concrete examples!
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 don’t miss out on any important updates from us during the process!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your CRM Systems
Make sure you’re familiar with CRM systems, especially Salesforce. Brush up on how these tools can streamline financial administration and be ready to discuss your experience using them in previous roles.
✨Showcase Your Organisational Skills
Prepare examples that highlight your organisational skills. Think of specific situations where you managed client records or ensured compliance effectively, as this will demonstrate your capability to handle the responsibilities of the role.
✨Understand Financial Planning Basics
Even if you're not a Financial Adviser, having a solid understanding of financial planning concepts will set you apart. Be prepared to discuss how your administrative support can enhance the advisers' efficiency and client satisfaction.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use, or how success is measured in this role. This shows your genuine interest and helps you assess if the company is the right fit for you.
