Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Efficiently process business and deliver exceptional client service while onboarding new clients.
- Company: Respected financial planning firm in Epsom with a focus on client excellence.
- Benefits: Dynamic work environment with opportunities for professional growth.
- Why this job: Join a team dedicated to high net worth clients and make a real impact.
- Qualifications: At least 1 year of experience in financial planning and investment management.
- Other info: Ideal for those passionate about client service and financial excellence.
The predicted salary is between 36000 - 60000 £ per year.
A respected financial planning firm in Epsom is seeking an experienced IFA Administrator to join their team. The role involves efficient processing of business, delivering exceptional client service, and onboarding new clients.
Ideal candidates will have at least 1 year of experience working with high net worth UK clients and a strong understanding of financial planning and investment management services. This position offers the opportunity to work in a dynamic environment focused on client excellence.
IFA Administrator — Client Onboarding & Financial Planning in Epsom employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator — Client Onboarding & Financial Planning in Epsom
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect IFA Administrator role.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of client onboarding processes and financial planning. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your experience with high net worth clients during interviews. Share specific examples of how you've delivered exceptional client service and managed complex financial situations to really stand out.
✨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 are proactive about their job search!
We think you need these skills to ace IFA Administrator — Client Onboarding & Financial Planning in Epsom
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high net worth clients and your understanding of financial planning. We want to see how your skills align with what we’re looking for, so don’t be shy about showcasing your relevant experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client service and how you can contribute to our team. We love seeing personality, so let your enthusiasm for the role come through.
Showcase Your Attention to Detail: In the financial planning world, details matter! Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves, so double-check everything before hitting send.
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 Blakemore Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning and investment management services. Be ready to discuss specific products and strategies you've worked with, especially in relation to high net worth clients. This will show that you’re not just familiar with the basics but can also handle the complexities of the role.
✨Showcase Your Client Service Skills
Prepare examples of how you've delivered exceptional client service in the past. Think about situations where you went above and beyond for a client or resolved a tricky issue. This will demonstrate your commitment to client excellence, which is key for this position.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client onboarding processes. Practice articulating your thought process clearly and confidently, as this will help the interviewers see how you approach challenges in a dynamic environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client onboarding and their financial planning philosophy. This shows your genuine interest in the role and helps you gauge if the company culture aligns with your values. Plus, it gives you a chance to engage in a meaningful conversation with the interviewers.
